Insights by Tag:

Annuities

Products
Athene readies fully protected Rila, drops Barclays index

25 Nov 2025

Athene readies fully protected Rila, drops Barclays index

The insurer has filed for its third registered index-linked annuity (Rila) product as it seeks to get out of a sales slump.

Products
Lincoln Financial restates innovation focus

24 Nov 2025

Lincoln Financial restates innovation focus

Inside the US$13 billion Lincoln Level Advantage (LLA) Rila.

Market
Independent Life adds traditional fixed-rate annuity business to Mosaic system

20 Nov 2025

Independent Life adds traditional fixed-rate annuity business to Mosaic system

The cloud-enabled system aims to replace manual processes and improve efficiency.

Market
Aquarian to acquire Brighthouse Financial to expand insurance biz

11 Nov 2025

Aquarian to acquire Brighthouse Financial to expand insurance biz

Aquarian Capital LLC (Aquarian) is acquiring Brighthouse Financial, Inc. (Brighthouse) in a US$4.1 billion all-cash deal, marking a major move in the US retirement and annuities market.

Market
Agatha Global releases AI tool for annuity advisors

04 Nov 2025

Agatha Global releases AI tool for annuity advisors

Agatha Global Tech (AGT) has launched GrantAI, an AI-powered tool designed to help financial advisors research, compare and recommend annuity products more efficiently.

Market
Rilas power US annuity growth as FIAs slip - Limra

31 Oct 2025

Rilas power US annuity growth as FIAs slip - Limra

Limra projects full-year annuity sales to exceed US$450 billion despite rate cut headwinds

Products
Annuities roundup: Malibu Life to enter FIA market via acquisition

16 Oct 2025

Annuities roundup: Malibu Life to enter FIA market via acquisition

Also, Pacific Life settles an indexed universal life (IUL) suit and adds fixed index annuities (FIAs) while Lincoln Financial progresses on the Rila side.

Market
BlackRock, The Index Standard release joint paper on custom indices

07 Oct 2025

BlackRock, The Index Standard release joint paper on custom indices

The new research analysis is aimed at financial professionals seeking to navigate the complex landscape of custom indices.

Market
SPDJI: custom strategies provide diversification beyond equities

18 Sep 2025

SPDJI: custom strategies provide diversification beyond equities

New demand coming mostly from the indexed annuities market is fuelling the rise of next generation custom indices.

Market
SRP in brief: plan of action

15 Sep 2025

SRP in brief: plan of action

The latest analysis, product news, people moves and market reviews from SRP’s news desk.

Market
IUL drives US life insurance to new heights: Limra survey

12 Sep 2025

IUL drives US life insurance to new heights: Limra survey

Indexed universal life sales increased by nearly a third in Q2 2025 year-on-year, a record high.

Market
Salt Financial: institutional strategies are increasingly moving into retail products

11 Sep 2025

Salt Financial: institutional strategies are increasingly moving into retail products

The company has been particularly successful in the US annuities market, capturing approximately 25% of new FIA mandates in recent years.