An In-Plan Annuity with Three Life Insurers

By Kerry Pechter
Asset manager AllianceBernstein and three life insurers—Jackson National, Lincoln National, and Nationwide—are offering their Secure Income Portfolio deferred variable annuity (with income rider) to plan sponsors as a retirement drawdown tool.

For Ibexis Life, Cayman Outshines Bermuda

By Kerry Pechter
This Missouri-domiciled life insurer epitomizes the asset-manager-driven life/annuity companies that have been disrupting the U.S. life/annuity business since 2010 or so. In its first year selling fixed indexed annuities, it sold $453 million worth.

Life Insurers as LEGO Monsters

By Kerry Pechter
Michael Gordon, CEO of Axonic Insurance, part of Axonic Capital, sees the future of the life/annuity/asset-management business as an increasingly a la carte affair, where the components of the business are like interchangeable Lego blocks and where platform providers help clients snap them together.
Featured

Fall Issue of The Journal of Retirement Appears

By Editorial Staff
Here's a list of the eight articles in the current issue, along with abstracts of their content. The featured authors include Moshe Milevsky of York University and CANNEX, David Blanchett of Morningstar, and Steve Feinschreiber of Fidelity.

RetirePreneur: Steven Saltzman

By Jenna Gottlieb
Steven Saltzman is the founder of Saltzman Associates, a consultancy that works with marketers, institutional distributors and insurance underwriters.
News

LIMRA links undersaving by Boomers to spending on family cellphone plans

By Editorial Staff
“Parents of Millennials, even those over the age of 22, are providing considerable support to their children at a time in their lives when saving from retirement should be a priority,” said Deb Dupont, associate managing director, LIMRA Secure Retirement Institute.