- A Conversation With Paula Cole
Future Pensions
by P. E. Kelley
As was widely anticipated by many industry analysts, pension risk transfer (PRT) activity ended 2025 lower than 2024, posting sales of $49 billion, a 6% decrease year-over-year, according to LIMRA’s U.S. Group Annuity Risk Transfer Survey.
read more - A Conversation With Jennifer des Groseilliers, JD
The timing of retirement planning
by P.E. Kelley
The timing of retirement planning by P.E. Kelley Mr. Kelley is the managing editor of this magazine. Connect with him at pkelley@lifehealth.com The essence of building sound retirement accounting demands that the people involved, those building their nest-eggs and those advising them along the way, look through a myriad of channels, a spectrum if you…
read more - A Conversation With Anna Rappaport & Steve Siegel
Solo-Agers Disconnect
by P.E. Kelley
We tend to envision retirement with images of joy, security and family. From the eloquence of inter-generational hierarchy to the reliability of ancestral connection, there is an altogether mystical presumption of continuance and security. Indeed, the very concept of family.
read more - A Conversation With Andrew Doerman
New light on life
by P.E. Kelley
The word ‘gap’ can be misleading. It may pertain to a ‘shortfall’ of some sort, or perhaps something being a ‘little off.’ But in the life insurance sector, there exists a ‘coverage gap’ that stretches the term well beyond normal or usual implications.
read more - A Conversation With Diego Urrutia
Reshaping Real Estate
by P.E. Kelley
Reshaping Real Estate by P.E. Kelley Mr. Kelley is managing editor of this magazine. Connect with him at : pkelley@lifehealth.com. What happens when a small, very small, real estate market begins to age? Like any market, it looks to change. But this isn’t just any real estate market. It’s Palm Beach, Florida’s tiny but quite…
read more - A Conversation With Ron Barrett
Investors Speak
by P.E. Kelley
F&G, the Des Moines based provider of retail insurance solutions for annuity, life and institutional clients, has for five years published its proprietary Risk Tolerance Tracker, an ambitious and quite in-depth analysis of how American investors are feeling abut their money… and just about everything that might effect it.
read more - A Conversation With Tom Olson
Reconsidering The Nest Egg
by P.E. Kelley
There is a nostalgic view of retirement readiness that embraces a time-tested discipline of saving first, regularly and without deviation, to arrive at retirement with an adequate and reliable income stream.
read more - A Conversation With Stephanie Shields
AI Partnership
by P.E. Kelley
The emergence of AI has been notable first in its potential to disrupt, and in some doomsday scenarios, usurp our entire corporate identity. But throughout the marketplace, companies of all sizes have already begun the process of incorporating AI into their cultures and systems, embracing a promise of new efficiencies. It seems the so called…
read more - A Conversation With Timothy Clark
The New Equations Of Sponsorship
by P.E. Kelley
The number of private employers providing pensions has dropped from 35% to 15%, signaling a generational shift in how we prepare for retirement…and how we pay for it. The equation between employers looking to offer a meaningful vehicle for growing retirement income, and employees who need more of a safety net than ever before, includes…
read more - A Conversation With Ron Barrett
New Timelines
by P.E. Kelley
Among the myriad disruptions of our shared Covid experience, many investors, including those who had thought they were ready to ease into retirement, began to reassess the viability of their income plans. Suddenly, what had seemed secure began to appear less so, as many questioned if they would simply need more assets to get them…
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