Bobby Samuelson
#333 | Mid-Year Statutory Results Round-up
Quick Take As tumultuous as the economic environment has been this year, life insurers have shown a surprising level of resiliency. Aggregate surplus across the 18 life insurers in the sample is down just 1.8%, with the Big 4 mutuals…
#332 | Ohio National Prestige Indexed Whole Life
Quick Take Ohio National's new Prestige Indexed Whole Life appears to blend the best of both worlds - the guarantees of Whole Life with the upside performance potential of Indexed UL. But on closer inspection, the guarantees are weak and…
#331 | Cue the Premium Financing Lawsuits
Quick Take What does the recent spate of lawsuits on premium financed IUL tell us? In my view, five main things - choose your premium financing specialist wisely, absurd assurances about performance are a predictor of future problems, make sure…
#330 | IUL Cap Divergence
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#329 | AG 49-B Takes a Leap Forward
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#328 | Rising Rates and Section 7702
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#327 | The Making of a Juggernaut – Integrity buys Annexus
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#326 | Prestige 10 Pay – The New Ohio National’s New Product
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#325 | Penn Mutual Bucks the Trend
Quick Take Despite the fact that the entire Indexed UL market seems to be flocking to engineered indices, Penn Mutual has made the decision to buck the trend. Its new Accumulation IUL sports a comprehensive lineup of S&P 500 crediting…
#324 | The True Cost of Engineered Indices
Quick Take For all of their real, purported and back-tested benefits, engineered indices come at a cost in the form of fees that aren't charged on standard indices such as the S&P 500. These fees generally take three forms -…
