← Research hub  ·  securities

PE-owned life insurers · Private-equity/private-credit-owned life insurers & annuity writers

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: —1 mention
2026-SEP-16 · Jeffrey Gundlach · The Julia La Roche Show (in-studio) · Negativeinsight · ▶ 47:04 · source page ↗

In short: "These insurance companies may fail." Owned by PE, forced to buy the sponsor's private credit, reinsured offshore (Barbados, Caymans) with reserve buffers cut from $14 to $10 per $100 — "if you're in the market for life insurance or annuities, you should get it only from mutual companies because they work for the policy holder."

In plain English

Many life insurers and annuity companies have been bought by private-equity firms, which then steer the insurer's money into their own private loans and move the risk to lightly regulated offshore reinsurers. Gundlach calls private credit "the fuse" and these insurers "the bomb." His practical advice: if you buy an annuity or life insurance, buy it from a mutual insurer — one owned by its policyholders — not a PE-owned one.

47:04Well, there's parts of private credit that are doing this, but they're offering liquidity. But these insurance companies may fail. So, I would tell people if you're in the market for, involved in, life insurance or annuities, you should get it only from mutual companies because they work for the policy holder.

Nothing matches this filter.

Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.