Fortitude Re enters $4B annuity reinsurance agreement with Taiyo Life

Fortitude Re enters $4B annuity reinsurance agreement with Taiyo Life

Banking & Financial Services
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Harvey M. Schwartz - Chief Executive Officer and Director | https://www.carlyle.com

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FGH Parent, L.P., known as Fortitude Re, has finalized a $4 billion reinsurance agreement with Taiyo Life Insurance Company. This transaction involves Fortitude International Reinsurance Company Ltd., a subsidiary of Fortitude Re, and is effective from February 28, 2025. The agreement allows Taiyo Life to reinsure a large part of its whole life annuity business with Fortitude Re while continuing to manage the reinsured policies.

This deal marks the second collaboration between Fortitude Re and Taiyo Life and represents the sixth transaction by Fortitude Re in Japan. Leonard Lin, Head of Asia at Fortitude Re, expressed gratitude for Taiyo Life's continued trust: “We are honored that Taiyo Life continues to place their trust in us and we look forward to building on our successful partnership.” He also emphasized the company's commitment to the Japanese market.

Alon Neches, CEO of Fortitude Re, highlighted the benefits of this partnership: “The track record Fortitude Re has built in Japan underscores the power of the partnership between Fortitude Re and its shareholders.” He noted T&D’s activities in Japan and Carlyle’s asset origination capabilities as contributing factors to their success.

Recently, Fortitude Re announced another significant deal involving long-term care and individual disability insurance with a Unum Group subsidiary in the U.S. This will bring their total reserves originated this year to over $8 billion.

Legal counsel for this transaction was provided by Sidley Austin LLP and Mori Hamada & Matsumoto.

Fortitude Re specializes in reinsurance solutions with $106 billion in assets as of December 31, 2024. The company credits its success to experienced professionals and partnerships with investors like Carlyle and T&D Insurance Group.

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