Learn to [Ted] ‘Lasso’ Women Clients

David Macchia of Wealth2k and author Marcia Mantell are about to launch a new service, Women And Income, a turnkey marketing, income planning and lead generation service for advisers. It's for advisers not naturally blessed with the charm of TV's Ted Lasso.

Buy ‘I Bonds’ and Worry Less about Inflation

Four inflation mavens--Zvi Bodie, Mel Lindauer, David Enna and Michael Ashton--urge inflation-sensitive investors to embrace the government's 'I Bonds.' They sent this 'I Bond Manifesto' to the Consumer Financial Protection Bureau.

I’m HIPP, and That’s Not Cool

Our guest columnist, an experienced annuity marketing executive, just founded Rafferty Annuity Framing LLC. He points out that the annuities with living benefits still provide longevity risk protection at a reasonable price for affluent Boomers.

Honorable Mention

Lincoln Financial to gain $1.2 billion in capital from reinsurance deal; Joanna Rotenberg to run Fidelity’s $4.1 trillion Personal Investing division; Guggenheim Life and Annuity “under review” by ratings agency; Schwab: Average balance of self-directed brokerage accounts is $348,183.


September 16, 2021

A New Path to Inflation-Resistant Income

Achaean Financial's novel hybrid design for a lifetime income annuity is being brought to market by National Western Life. We spoke with Achaean founder Lorry Stensrud and NWL's Chad Tope. (Photo: Death mask of...
September 10, 2021

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...
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...