Corebridge and Equitable Agree to Merge

On March 26, 2026, Corebridge Financial, Inc. (CBF) and Equitable Holdings, Inc. (EQH) announced plans to merge, which will create one of the largest U.S. life insurance and annuity groups and will be one of the largest and most noteworthy mergers in the life insurance industry in some time. Below, we will discuss some of the notable details of the transaction.

U.S. Life Insurer Exposure to Alternative (Schedule BA) Investments

This review analyzes alternative investments for U.S. life insurers. These assets can offer an insurer the opportunity to diversify its investment portfolio, enhance returns (especially given the decline in fixed income yield rates over the last 40+ years), and acquire investments that are not necessarily correlated with the industry’s other investments. These investments are included in Schedule BA of insurers’ year end regulatory financial statements.

Florida Domestic Insurer Market Update

In this article, it is discussed how Florida’s domestic homeowners insurance market has materially improved following the 2022–2023 legislative reforms, as evidenced by new market entrants, rapid depopulation of Citizens Property Insurance Corporation, and significantly stronger financial performance among legacy insurers

Aquarian Capital to Acquire Brighthouse Financial

In the following article we discuss the background of both Brighthouse Financial (BHF) and Aquarian, recent financial performance of BHF’s insurance subsidiaries, and what this transaction may entail for BHF going forward.