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Life insurers gird for risk management grilling by advisers
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 23, 2011
Life insurers gird for risk management grilling by advisers

Insurers are girding for a flurry of questions about their risk management from broker-dealers and advisers whose interest has grown following the economic bust.

NEWS RIAS MAY 23, 2011
The Hartford nabs VA exec from Jackson

Steve Kluever has parted ways with Jackson National Life Insurance Co., joining The Hartford Financial Services Group Inc. and heralding a new push in variable annuity development for the insurer

Morningstar hikes rating on JPMorgan's target date series
INVESTING MUTUAL FUNDS MAY 22, 2011
Morningstar hikes rating on JPMorgan's target date series

Pointing to improvements in corporate culture and stewardship grades, Morningstar Inc. has raised its ratings for J.P. Morgan Asset Management's SmartRetirement target date funds.

John Hancock to settle Calif. death benefit row worth $20M
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 19, 2011
John Hancock to settle Calif. death benefit row worth $20M

California today announced a settlement with John Hancock Financial Services Inc. after an investigation revealed that the carrier failed to deliver deceased clients' death benefits promptly to the tune or $20 million. Similar cases are ongoing in Florida, too.

RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 19, 2011
Surge in VA sales leads to capacity questions

After a surge in variable annuity sales last year, financial advisers are curious about just how much more business the largest sellers can handle without biting off more than they can hedge

RETIREMENT RETIREMENT PLANNING MAY 19, 2011
B-Ds plead for DOL, SEC to team up on fiduciary rule

RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 19, 2011
Hybrids an alternative to LTC rate increases

Soaring premiums on long-term-care insurance have seniors and advisers up in arms. Some believe new hybrid products may provide better protection and more flexibility.

RETIREMENT RETIREMENT PLANNING MAY 17, 2011
Clients want to avoid nursing homes — or even talking about it

Survey shows few pre-pensioners have set aside money for LTC or even raise the topic with advisers or loved ones

RETIREMENT RETIREMENT PLANNING MAY 17, 2011
End of the road: Tax breaks for affluent likely to be snipped

As Congress attempts to trim the nation's deficit, advisers and their clients should brace for a less generous tax code in 2013, said James Delaplane (pictured), at the <i>InvestmentNews</i> Retirement Income Summit.

RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 17, 2011
No more regs needed for STATs: B-D exec

Unlike its life insurance counterpart, STATs also have the assumed liability of the broker-dealer writing such business