Download Longevity & Mortality Investor Volume 2, Issue 9, September 2026
September marks Life Insurance Awareness Month, a campaign designed to remind Americans about the importance of life insurance for their financial security, but life settlements tend to be absent from these efforts. Greg Winterton spoke to Neal Jacobs, Senior Managing Director, Capital Markets at Coventry, Rob Haynie, Managing Director at Life Insurance Settlements and Bryan Nicholson, Executive Director at the Life Insurance Settlement Association to get their views on why the life settlement market’s awareness-raising efforts are year-round in Awareness Raising is More Than Just a One-Month Campaign for Life Settlement Market.
Increased competition for defined benefit pension schemes’ de-risking business in the UK has resulted in many insurers offering value-added incentives to better attract trustees and sponsors. Mark McCord spoke to Alan Pickering, President of BESTrustees and Darren Masters, Professional Trustee at Capital Cranfield, to get their take on what exactly insurers are doing to help and how much of an impact they can have in Insurers Sweeten Bulk Purchase Annuity Offers as Buy-Out Timetables – and Costs – Look Set to Increase.
A recent decision by the US Court of Appeals for the Eighth Circuit affirmed the summary judgment decision of the United States District Court for the District of Nebraska that held that a $4m life insurance policy was void from inception as an illegal stranger-originated life insurance scheme. Greg Winterton provides a summary overview of the details in Litigation Update: Wells Fargo Bank, N.A. v. Ameritas Life Insurance Corp.
A consequence of a slowing US pension risk transfer market this year is that more insurers are bidding on more deals; sometimes, on opportunities outside their typical wheelhouse. Mark McCord spoke to Alex Gagnon, Vice President, Head of Distribution at the Banner Life family of companies and Jake Pringle, Principal and Consulting Actuary at Milliman to get their thoughts on this trend, and one notable other from this year, in Slowing US PRT Market Sees Insurers Jostling for Business as Buy-Ins Surge.
A new report from Morningstar DBRS suggests that the life & annuity sidecar market in Bermuda has grown almost four-fold in the past four years. Greg Winterton identifies some of the main talking points from the report, with comments from the firm’s Renee Gao, Vice President, Global Insurance & Pension Ratings and Manna Cheung, Vice President, US Structured Credit Ratings – Funds in Bermuda Life & Annuity Sidecar Market Quadruples as Alternative Asset Manager/Life Insurance Convergence Continues.
How are life insurers, reinsurers, and corporate sponsors in the US reshaping their balance sheets, modelling capabilities, and risk transfer strategies to handle unprecedented longevity exposure? Greg Winterton spoke to Mitchell Schepps, Senior Managing Director at Aon, to get his views on the current state of the longevity architecture in the US in this month’s Q&A.
A recent report from S&P Global Ratings suggests that British bulk purchase annuity life insurance company private credit allocations “demonstrate significant resilience” when stress-tested against historical market shocks. Greg Winterton gathered comments from Laura Jimenez, Credit Analyst at S&P Global Ratings and Payam Kazemian, Head of Risk Transfer at ZEDRA to see what this means for the country’s pension risk transfer market in New Stress Test Shows UK Bulk Purchase Annuity Insurers on Solid Ground.
I hope you enjoy the latest issue of Longevity and Mortality Investor.
Chris Wells
Managing Editor
Longevity and Mortality Investor
