Equitable Joins the ‘Bermuda Triangle’ Club

Equitable Holdings' recent reinsurance deals were the topic of critical articles in three financial publications this summer. Underneath the controversy, the leader of the RILA industry was catching up with the Bermuda mega-trend.

A Fixed Index Annuity with a Dash of Risk

The Momentum Growth contract from Delaware Life introduces a bit of gambling to the FIA product category—but within guardrails, and only with what contract owners might call 'house money.'

F-H-L-B Spells Cheap Cash for Big Annuity Issuers

The largest borrower from the Federal Home Loan Bank (FHLB) system in 2024 was Athene Annuity and Life, at more than $15 billion. For at least 16 other top annuity issuers, FHLB loans are a key source of "fungible," low-cost borrowed capital.
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Fall Issue of The Journal of Retirement Appears

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

Steven Saltzman is the founder of Saltzman Associates, a consultancy that works with marketers, institutional distributors and insurance underwriters.
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LIMRA links undersaving by Boomers to spending on family cellphone plans

“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.