103 - Annuity Purchase Revolution

You tell me that it's evolution; Well, you know; We all want to change the world. A lot has evolved in the pension annuity purchase market over the last few years. Speaker address some of that evolution including the increasing market size, the use of independent fiduciaries, assets-in-kind transactions, the use of reinsurance, and other issues affecting the marketplace. We’ll also briefly touch on plan termination issues, but those will be more fully covered in “Lessons Learned from Plan Terminations” (Session 401).


Adam White

River and Mercantile

Mr. Michael S. Clark

River and Mercantile Solutions

Mr. Russell S. Proctor

Pacific Life Insurance Co.

Ms. Alexandra Hyten

Prudential Financial

Ms. Lori Bostrom

Newport Group


CPD Credit: 1.50 EA Core Credit: 0.75 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.75 EA Formal Credit: 1.50