Origins of the ‘Bermuda Triangle’ Strategy

February 15, 2022 by Kerry Pechter

For much of the first decade of the 21st century, leading publicly traded US life insurance companies had reason to believe that their flagship product would help then capture the multi-trillion-dollar Boomer retirement opportunity. 

Click HERE to read the full story via RIJ.

Wink’s Note: Kerry Pechter at Retirement Income Journal has led the charge in reporting on what he refers to as “The Bermuda Triangle Strategy.”
If you’ve ever wondered how that strategy came to be, Kerry explains this week. -sjm

Originally Posted at Retire on February 10, 2022 by Kerry Pechter.