Life Insurance And Annuities

Displaying 3351 results
Risk-averse investors push advisers to their creative limits
RETIREMENT RIAS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

4 reasons 401(k) advisers should partner with a benefits broker
RETIREMENT RETIREMENT PLANNING MAR 05, 2019
4 reasons 401(k) advisers should partner with a benefits broker

Advisers can deliver more value to a client in a world of increasingly integrated health and retirement benefits.

Finra disciplinary actions packed $107,000 average punch in 2018
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 04, 2019
Finra disciplinary actions packed $107,000 average punch in 2018

HSA assets should hit $75 billion by end of 2020, study projects
RETIREMENT RETIREMENT PLANNING FEB 28, 2019
HSA assets should hit $75 billion by end of 2020, study projects

Researcher Devenir says number of accounts grew 13% last year to 25 million.

Democrats offer `Medicare for All' bill to transform health care
RETIREMENT RETIREMENT PLANNING FEB 27, 2019
Democrats offer `Medicare for All' bill to transform health care

Measure would replace almost all private health insurance.

Medicare and the high cost of prescription drugs
RETIREMENT RETIREMENT PLANNING FEB 26, 2019
Medicare and the high cost of prescription drugs

There is no annual limit on out-of-pocket costs under Medicare Part D.

Insurers create pain points for advisers and clients
RETIREMENT RETIREMENT PLANNING FEB 21, 2019
Insurers create pain points for advisers and clients

Increasing costs for customers and trying to get out of contractual guarantees have become commonplace for insurers.

Ohio National extends variable annuity buyout offer
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 20, 2019
Ohio National extends variable annuity buyout offer

The VAs are at the heart of an ongoing dispute with brokers and broker-dealers over canceled trail commissions.

Fixed annuity sales smash previous record
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 20, 2019
Fixed annuity sales smash previous record

Rising interest rates and a volatile stock market pushed 2018 sales to a record, including all-time-high indexed annuity sales.

Insurance groups tell NAIC to put 'best interest' back into annuity suitability rule draft
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 19, 2019
Insurance groups tell NAIC to put 'best interest' back into annuity suitability rule draft

Investor advocate calls insurance proposal weaker than existing broker suitability standard

Cetera, other broker-dealers refuse to sign Ohio National contracts
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 15, 2019
Cetera, other broker-dealers refuse to sign Ohio National contracts

Advisers wonder what the lack of a formal brokerage agreement means from a regulatory standpoint.

It's not a stock … it's not a bond
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 15, 2019
It's not a stock … it's not a bond

Fixed indexed annuities are an insured asset class unto themselves.

Convergence of retirement planning and employee benefits is here
RETIREMENT RETIREMENT PLANNING FEB 13, 2019
Convergence of retirement planning and employee benefits is here

It's all about convergence, and those who leverage it will reap the rewards

Jackson National looks to expand distribution of fee-only annuities
RETIREMENT RIAS FEB 11, 2019
Jackson National looks to expand distribution of fee-only annuities

Insurer partners with DPL Financial's insurance network to distribute annuity products through independent RIAs.

Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 07, 2019
Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO

Reynolds becomes chairman of Great-West Lifeco US

Annuities group signs up for Rolling Stones tour
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 07, 2019
Annuities group signs up for Rolling Stones tour

The Alliance for Lifetime Income will be sole sponsor of the band's shows in the U.S. this year.

Retirement savings bill re-introduced in House with bipartisan backing
RETIREMENT RETIREMENT PLANNING FEB 06, 2019
Retirement savings bill re-introduced in House with bipartisan backing

RESA measure would help small businesses offer 401(k) plans, ease use of annuities.

Genworth diverts $327 million to shore up long-term-care insurance
RETIREMENT RETIREMENT PLANNING FEB 06, 2019
Genworth diverts $327 million to shore up long-term-care insurance

Firm also raised premiums an average 53% last year through the third quarter for some policyholders.

Trump State of the Union: What advisers want to hear
RETIREMENT RETIREMENT PLANNING FEB 05, 2019
Trump State of the Union: What advisers want to hear

Some say he should take credit for the economy, others want him to reach across the aisle on taxes and health care.

Planning potholes and banana peels
RETIREMENT RETIREMENT PLANNING FEB 04, 2019
Planning potholes and banana peels

Market volatility can pave the way for more important conversations than those beating the market and reducing your fees.