Covers life & annuities for ThinkAdvisor and health benefits for BenefitsPRO. RTs imply an effort to help many voices get heard. Likes="Thanks," or "Hmm."
Joined August 2009
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3,192 Photos and videos
Jun 9
At the S&P Global Ratings 2026 Insurance Conference in NYC.
There’s a private credit session, but maybe the funding agreement-backed notes session is a bigger deal, based on the principle that the jump scare comes from a place where I’m not looking. S&P Global #insurance #fabn
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Jun 9
Richard Bielen, CEO of Protective Life:
- The innovation in life insurance products is not so much in features as in making underwriting work a lot faster.
- In response to Marc Costantini,
CEO of Corebridge, who praised the focus of some unnamed life insurance competitors (hint: John Hancock) on wellness, Bielen said his company has $1T in life insurance in force. “I just want immortality.”
Rich Bielen, #ProtectiveLife, #wellness
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Jun 9
Marc Costantini,
CEO of Corebridge, on private credit: There were some liquidity issues, but “spreads did not balloon out,” and that indicates there was no big problem with the underlying assets. Also: a very small part of the Corebridge balance sheet, good for diversification.
Marc Costantini, $crbg, #privatecredit
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Jun 9
Marc Costantini,
CEO of Corebridge (annual revenue comparable ~ GDP of Bahamas), on dangers of focusing too much on forecasting: “A year ago, everybody would have said there’s going to be two rate cuts at a minimum. And here we are.”
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Jun 9
Eric Andersen, the new CEO of AIG — a P&C insurer with annual revenue comparable to the GDP of Benin — on AI: “In the next year or two it’s going to underwhelm. In five years, it’s going to transform.”
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Allison Bell retweeted
Jun 9
One of the uncomfortable truths in financial planning: Product risk and issuer risk aren't always the same thing.
Many people spend time evaluating features and returns, but far less time thinking about the financial strength of the company standing behind the promise.
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Jun 9
Carmi Margalit, S&P’s life guy: There are helpful tailwinds for life and annuity issuers from demographics and interest rates and nasty geopolitical headwinds. For now, “the fundamentals are still winning.”
Sales and earnings have been strong.
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Jun 9
Margalit: Life insurers’ private credit holdings are doing well, and they could handle 30% issuers default rates without facing much pressure on their insurance financial strength ratings.
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Jun 8
Yes, we're all tired of Captchas and anti-phishing training. And then there's ShinyHunters...
benefitspro.com/2026/06/08/s…
#shinyhunters #databreach
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Jun 8
A federal court cases that involves advisors, life insurance and annuities, and insolvency:
thinkadvisor.com/2026/06/08/…
#phl #annuities #insolvency
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Jun 3
The U.S. gladiatorial venue of the future: The No Surprises Act independent dispute resolution gateway portal:
benefitspro.com/2026/05/28/f…
#nosurprisesact, #idrgateway, #independentdisputeresolution, #healthclaimgladiators
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Jun 3
One takeaway from the new Wink annuity sales data: In the first quarter, Symetra and Nationwide went out for MYGA business.
thinkadvisor.com/2026/06/02/…
#annuities, #myga, @winkintel
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Jun 1
In the beautiful world of Internal Revenue Service HSA parameters... health care cost inflation is under 3%. 🙂
thinkadvisor.com/2026/06/01/…
Internal Revenue Service, #happyirsnews, #inflation, #tax, #hsa, #hra, #dpc
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May 29
People that you know may get into flamewars with rivals on X.
If new final federal regulations take effect as written and work as expected, self-insured employer health plans will have to sign up for a new federal independent dispute resolution registry portal (in other words: a web forum for health care system players) and duke it out with doctors and hospitals over No Surprises Act claim fights there.
benefitspro.com/2026/05/28/f…
#nosurprisesact #nsa #idr #popcorntime
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May 29
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Life insurance has been quietly sort of in the doghouse.
Todd Buchanan wants to get it out.
thinkadvisor.com/2026/05/29/…
#amerilife @AmeriLife
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May 28
Pacific Guardian: A self-storage space for Meiji Yasuda's unwanted annuities, or a future annuity-issuing giant? thinkadvisor.com/2026/05/21/… #pacificguardian #meijiyasuda
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Allison Bell retweeted
Apr 14
Interesting move, but QDIAs work because they’re simple, low-cost, and scalable. Variable annuities challenge all three.
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Mar 31
The new DOL draft 401(k) plan alternative asset regulations could also let sponsors use variable annuities as the default investment options for the participants who don't say what they want to do with their assets.
thinkadvisor.com/2026/03/30/…
#401k, #dol, #ebsa, #qdia, #acli, #eric, #iri
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Mar 26
Corebridge went and acquired a really well-known forever name:
thinkadvisor.com/2026/03/26/…
#corebridge, #equitable, $crbg, $eqh, #branding
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