Bermuda’s Role in a Changing Annuity Industry

In this latest installment in our 'Bermuda Triangle' series, we ask why US life/annuity companies would reinsure liabilities in Bermuda, and why big private equity firms are creating reinsurers in Bermuda to buy US-based life/annuity companies. It's complicated.
Breaking news

Progress for retirement provision in ‘Build Back Better’ bill   

'Among other things, the legislation would require employers without employer-sponsored retirement plans to automatically enroll their employees in IRAs or 401(k)-type plans,' according to a report today in the NAPA-Net newsletter from the National Association of Plan Advisors.
Anecdotal Evidence

The Bermuda Triangle was Busy this Summer

On August 9, a new Bermuda-based reinsurer created by Brookfield Asset Management (owner of that upscale mall in lower Manhattan) bought American National Life for $5.1 billion and Global Atlantic's Bermuda-based subsidiary bought blocks of life policies from two units of AXA China.

Honorable Mention

Jackson National enhances retirement income gap calculator; Ubiquity introduces 401(k) for ‘solopreneurs’; 'Income Lab' adds $1.7 million in seed financing; Many women prefer goal-based investing: Cerulli and Schwab; FIG to offer ‘Quinci’ education, planning and distribution platform; RGA completes EUR3.3bn pension risk transfer deal.


September 2, 2021

Five Ways to Generate Retirement Income

In this pre-Labor Day issue of RIJ, we bring you five ways to create retirement income, based on concepts developed by or real-life cases solved by income experts like Bill Sharpe, Dana Anspach, Jerry...
August 26, 2021

Research Roundup

Here are summaries of four research papers on topics ranging from the argument for a federal digital currency to the real causes of 'black swan' crises, and from the insurance-purchasing habits of the wealthy...
August 19, 2021

Wade Pfau’s Income Expert Success Tools

Here's the "RISA" method for matching retirees with income-generation strategies, from Wade Pfau, Ph.D., of The American College and, and his colleague Alejandro Murguia, Ph.D. ("RISA" is Spanish for "smile.")