Quick Take Integrity buying Annexus was the acquisition heard ’round the insurance industry. The immediate prediction was that Integrity plans to use Annexus to build proprietary products for Integrity. While that may be true, I think it misses a finer point – Annexus is more of a marketing firm than…
Quick Take For all of their real, purported and back-tested benefits, engineered indices come at a cost in the form…
Earlier this morning, I sent out an email to all past and present subscribers to The Life Product Review asking…
Note: This post uses the term “structured” to describe index-linked crediting strategies with some level of index-linked downside risk, but…
When the changes to 7702 came into effect in 2021, probably the only thing that was immediately obvious to everyone…
Quick Take Despite recent layoffs in key field-facing positions and the punitive new open block dividend formula, Ohio National leadership…
Quick Take Despite the fact that the entire Indexed UL market seems to be flocking to engineered indices, Penn Mutual…
At this point, there’s broad recognition that there should be a natural fit between the tax properties and investment flexibility…
In the early 2000s, a little company in Louisville called Jefferson National began to make a serious splash in the…
Thanks to those of you who generously took the time to fill out the survey that I sent out earlier…
Years ago, I was invited as a guest to a meeting of a distributor’s top agents to decide how to…
At the end of a recent 4-part article series on the two products with a duopoly on the Guaranteed VUL…
I’ve uploaded the lawsuit and you can read it by clicking here. While working at MetLife, I was struck by…
Quick Take Integrity buying Annexus was the acquisition heard ’round the insurance industry. The immediate prediction was that Integrity plans…
Quick Take With the Q1 2022 statutory filing, the playbook for Constellation’s purchase of Ohio National is becoming increasingly clear.…
A subscriber reached out to tell me that a Midland National representative told him that the block referenced in this…
Almost a year ago to the day, Ohio National announced that it had agreed to be acquired by Constellation, an…
Interview with Mike Pepe and Kris Beck of Proformex about the…
Listen Now Interview with Jon Mendelsohn, CEO and Founder of Ashar Group,…
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