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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 Positive Case for PE-Owned Insurers
Part 2: PE ownership of life & annuity carriers is here to stay. In this second post in a two-part series we look at the case for optimism for this business model.
jjacobs670
Feb 56 min read


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


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
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