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Insights & Perspectives
Exploring the future of integrated wealth management, risk management innovation, and outcome-focused strategies.
Private Equity Ownership of Life & Annuity Carriers: The Case for Net Concern
Private equity didn’t “break” insurance — but it did change how risk flows through the system.
Leverage, liquidity, incentives, exits, and conflicts now look very different than they did 20 years ago.
I wrote a deep dive on what that means for life & annuity carriers — and why it matters.
👉 Private Equity Ownership of L&A: The Argument for Net Concern
jjacobs670
Dec 15, 20256 min read
The Capital-Light Revolution: How Smart Carriers Are Rewriting the Playbook on Product Development
In today’s life and annuity markets, the rules are changing—and fast. The old model of heavy capital investment, long development cycles,...
jjacobs670
Apr 8, 20253 min read
Private Equity Investing in the Life & Annuity Industry
The life insurance and annuity industry went through dynamic changes especially to carrier ownership and structures since the early 1990s...
jjacobs670
Nov 11, 20218 min read
A Focus on Outcomes and How We Get There
Over my thirty-year career in the wealth management industry, I have seen neither the breadth nor the scale of innovation and change that...
jjacobs670
Jun 7, 20216 min read
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