Johnny RetirementSeed

Steve Vernon, actuary-turned-retirement-guru, travels the country spreading retirement planning wisdom... and promoting his books and website: "I joke that I’m a ‘one-rat’ experiment. I’m living the lifestyle I advocate. And then I write about it.”

Drama in Des Moines

Rejecting a takeover bid by Athene and MassMutual, fixed index annuity issuer American Equity will partner with Brookfield Asset Management. The deal releases up to $350m in capital for American Equity, and makes it a 'Bermuda Triangle' player. Photo: AEL headquarters in Des Moines.

The Five Most Important Retirement Income Decisions

'Many of the decisions presented here are beyond the skills of most pre-retirees and retirees,' writes the author, a research scholar at the Stanford Center on Longevity. 'They’re going to need help.'

A Closer Look at CLOs (and Other U.S. Credit)

Bond mavens, check this out. A new SEC report describes how most of the $54-trillion dollar U.S. credit market survived last spring's financial crisis. It covers securitized 'leveraged loans,' which provide high-octane fuel for fixed indexed annuity issuers.
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American Equity Has ‘Big Mo’ in Agent FIA Sales

“We weren’t surprised by the ranking,” Kirby Wood, chief marketing officer at American Equity Investment Life, told RIJ regarding the results of the Cogent Reports Fixed Indexed Annuity Brandscape survey. “We’ve been a top five FIA carrier for 58 of past 62 quarters."

Nobelist Bill Sharpe Talks about Investing

Near the close of this interview with Sharpe, which was published last week in AdvisorPerspectives, the Nobelist mentioned that one of his favorite publications is Retirement Income Journal... though he chided us for using annuity industry jargon too often.
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