The pandemic should prompt discussions about long-term care and advance directives
When equity markets are up and the economy is running smoothly, it’s easy to overlook the value of the downside protection you get from investing in life insurance
But an investor advocate sees the proposal as a ‘brazen effort’ to use the pandemic to promote the annuity sector
The regulator says Athene Holding Ltd. sold insurance in the state without a license
As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.
Retirement reporter Emile Hallez talks about his cover story on how the pandemic changes the market outlook for annuities
Retirement plan sponsors might change their views on risk, especially for participants near retirement
The SEC says in the final rule that it solicited feedback on hypothetical forms
Insurers have started pulling some products amid volatility and low interest rates
People near retirement are the most at risk from the sell-off, and advisers have several recommendations for them
Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums
Summary prospectuses will be considerably shorter than the documents customers currently receive
The deal will combine the world's second- and third-biggest insurance brokerages
The products encourage clients to use health savings accounts as investment vehicles
What will a new insurance model rule for states mean for advisers who sell annuities? And what is the goal of the new Retirement Income Institute?
The self-regulatory agency this week barred registered rep Louis Cook
The financial services firm is the latest to be targeted for including proprietary products in its retirement plan
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
Insurance salespeople had a part in selling the $1.2 billion Woodbridge Ponzi
The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past
