Life Insurance And Annuities

Displaying 3351 results
Fixed-rate deferred annuity sales rebound in Q3
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 17, 2020
Fixed-rate deferred annuity sales rebound in Q3

But total annuity sales year-to-date are off 13% from 2019

Deferred income annuities are more than just a risk management tool right now
RETIREMENT OPINION NOV 09, 2020
Deferred income annuities are more than just a risk management tool right now

In the current interest rate environment, income annuities find themselves in the unique position of being a competitive investment tool

Getting annuities onto 401(k) plan menus
RETIREMENT RETIREMENT PLANNING NOV 09, 2020
Getting annuities onto 401(k) plan menus

SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products

Medicare premiums, surcharges to rise slightly in 2021
RETIREMENT RETIREMENT PLANNING NOV 08, 2020
Medicare premiums, surcharges to rise slightly in 2021

Income brackets to be adjusted for inflation for high-income retirees next year

Money-market debit cards for clients? Franklin CEO on the future of advice
RETIREMENT RETIREMENT PLANNING NOV 04, 2020
Money-market debit cards for clients? Franklin CEO on the future of advice

Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum

No escaping IRMAAs by switching to Medicare Advantage
RETIREMENT RETIREMENT PLANNING NOV 04, 2020
No escaping IRMAAs by switching to Medicare Advantage

High-income surcharges apply regardless of how clients receive Medicare coverage

Third-quarter annuity sales higher than in Q2, but below 2019 levels
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 28, 2020
Third-quarter annuity sales higher than in Q2, but below 2019 levels

VA sales drop 10% in Q3, while fixed annuity sales increase 11%

Bipartisan retirement bill would increase RMD age to 75
RETIREMENT RETIREMENT PLANNING OCT 27, 2020
Bipartisan retirement bill would increase RMD age to 75

The measure would build on the SECURE Act, but its legislative path is uncertain

AIG to split off life insurance and retirement unit, names new CEO
RETIREMENT RETIREMENT PLANNING OCT 26, 2020
AIG to split off life insurance and retirement unit, names new CEO

Peter Zaffino, currently the company's president, will succeed current CEO Brian Duperreault March 1

Fiduciary insurance costs soar amid new 401(k) litigation
RETIREMENT RETIREMENT PLANNING OCT 21, 2020
Fiduciary insurance costs soar amid new 401(k) litigation

It is arguably a scary time to be a retirement plan sponsor, and many might forgo liability coverage

Fidelity on pace to dominate HSA business
RETIREMENT RETIREMENT PLANNING OCT 16, 2020
Fidelity on pace to dominate HSA business

Since 2016, Fidelity’s market share more than doubled, according to a recent Morningstar report

Addressing women's longevity gap
RETIREMENT RETIREMENT PLANNING OCT 16, 2020
Addressing women's longevity gap

Advisers can help couples prepare today for survivorship and health care costs

401(k) plans should allow cross selling: Report
RETIREMENT RETIREMENT PLANNING OCT 15, 2020
401(k) plans should allow cross selling: Report

Hearts & Wallets report finds participants want advice that their employer-sponsored plans simply can't provide

Savings in DC plans increase, but outcomes remain 'bleak'
RETIREMENT RETIREMENT PLANNING OCT 13, 2020
Savings in DC plans increase, but outcomes remain 'bleak'

Only the top 40% of near-retirement 401(k) participants by income have enough saved for retirement

Low-cost VA for RIAs introduced by RetireOne and Protective
RETIREMENT RIAS OCT 08, 2020
Low-cost VA for RIAs introduced by RetireOne and Protective

The variable annuity product has mortality and expense fees of 30 basis points

In-plan retirement income slow to arrive
RETIREMENT RETIREMENT PLANNING OCT 07, 2020
In-plan retirement income slow to arrive

Figuring out how defined-contribution plans can provide a guaranteed stream of income requires all hands on deck

Medicare 2021 open enrollment begins Oct. 15
RETIREMENT RETIREMENT PLANNING SEP 30, 2020
Medicare 2021 open enrollment begins Oct. 15

Retirees may be able to save money by reviewing new options for Medicare Advantage and drug plans for next year

Another financial pro fired after racist insult
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 29, 2020
Another financial pro fired after racist insult

Prudential cuts rep after he allegedly tells a Korean-American social media star to "go back to Wuhan" at a California restaurant

Employers, workers want much more than 401(k)s from RPAs
RETIREMENT RETIREMENT PLANNING SEP 24, 2020
Employers, workers want much more than 401(k)s from RPAs

Companies are five times as likely to say they feel responsible for workers' financial wellbeing than seven years ago, a survey found

PE to fuel insurance industry M&A: Report
RETIREMENT ALTERNATIVES SEP 17, 2020
PE to fuel insurance industry M&A: Report

Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests