Kerry Pechter (@kerrypechter) 's Twitter Profile
Kerry Pechter

@kerrypechter

ID: 404954131

linkhttp://www.retirementincomejournal.com calendar_today04-11-2011 16:58:00

79 Tweet

84 Followers

12 Following

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Chuck Jaffe, host of MoneyLifeShow, had me on as a guest today. I haven't tweeted much--not at all, really--because I preferred to save up my comments for my weekly e-newsletter, retirementincomejournal.com. But Chuck called attention to my Twitter handle, Kerry Pechter.

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Chuck and I talked about my articles on the "Bermuda Triangle Strategy." That's what I call the three-way strategy by which life insurers, partnering with reinsurers and asset management firms, are reducing their capital requirements and increasing their investment returns.

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These strategies are sometimes executed by unaffiliated insurers, reinsurers and asset managers. But sometimes they are affiliated, which reduces transparency and makes some people nervous about the quantity and quality of unseen assets backing their liabilities.

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The battle over the DOL rule isn't about ethics. It's about turf (trillions in rollover IRAs) and the ability to set prices on that turf.

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"We'd rather lose half our clients in a raging bull mkt than half our clients' money in a bear mkt." From "Adaptive Asset Allocation"

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"Legacy systems drive legacy thinking," says UK biz guru Amin Rajan on Brighttalk webcast, because tech drives biz and mgt models.

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In J. of Fin. Plan'g, W. Pfau recommends no-balance HECM-LOCs but calls them an "unintended loophole" not attractive to lenders.

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Great-West Finan'l to offer product-allocation tool to retail dist. partners mid-2016, Bob Shaw, pres. of GWF individual markets, tells RIJ

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"When we do get to the end of the road, there's going to be a lot of rusty old cans there": at the SOA conference in NYC today

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Resistance to robo at big finserv companies is about to turn into romance. It has in the UK. See wam-digitaltech.com/agenda/

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The IRS says no excise tax liability for possible prohibited transactions during the Fidu Rule limbo period, according to Drinker Biddle

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A trip to D.C., last week yielded news on 3 issues: the fiduciary rule, state auto-IRAs, & auto-portability. My Linkedin page has details.