Assurant (AIZ) stands to gain from a well-performing Global Lifestyle business, growth of fee-based capital-light businesses, solid capital management and effective capital deployment.
Reinsurance Group (RGA) gains from improved pricing, a solid in-force business, an improving interest rate environment, favorable growth estimates and prudent capital deployment.
Voya Financial (VOYA) is well-poised to gain from favorable retention, positive impacts of the Benefitfocus buyout, higher investment income and surplus income.