Life Insurance And Annuities

Displaying 3351 results
New group aims to improve negative view of annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 23, 2018
New group aims to improve negative view of annuities

Two dozen insurance companies and mutual fund firms form the new group to reframe perceptions and boost product awareness.

Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud
RETIREMENT RETIREMENT PLANNING AUG 23, 2018
Brokers, advisers and insurance agents implicated in alleged $100 million investment fraud

In all, around 370 advisers sold the Future Income Payments, according to plaintiff's attorneys

Why your 50-year-old clients may need you the most
RETIREMENT OPINION AUG 22, 2018
Why your 50-year-old clients may need you the most

As they approach retirement, people are concerned about market volatility, yet aware that they still need to grow their nest eggs

As DOL fiduciary rule dies, variable annuities come alive — sales up for first time since 2014
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 21, 2018
As DOL fiduciary rule dies, variable annuities come alive — sales up for first time since 2014

Indexed annuity sales also broke their previous quarterly sales record.

Allianz Life joins Envestnet digital annuities marketplace
RETIREMENT FINTECH AUG 13, 2018
Allianz Life joins Envestnet digital annuities marketplace

Insurer hopes Envestnet's technology will help reintroduce annuities to fee-based advisers.

Genworth raises long-term-care insurance costs an average 58%
RETIREMENT RETIREMENT PLANNING AUG 09, 2018
Genworth raises long-term-care insurance costs an average 58%

The cost increases, approved by regulators in the second quarter, affect roughly $160 million of in-force premiums.

RETIREMENT RETIREMENT PLANNING AUG 01, 2018
Get Ready to Guide Clients Through Income Distribution

If you can't guide retirees through income distribution, it could prove costly. Learn tips and strategies to help get started helping clients through this new stage in life.

Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 25, 2018
Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales

Eight broker-dealers censured for supervisory laxity in monitoring VA exchanges.

Annuity rule likely won't include a fiduciary standard, NAIC says
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 24, 2018
Annuity rule likely won't include a fiduciary standard, NAIC says

The new language, which is still subject to change, explicitly states what had largely been assumed.

Intriguing snapshot of HSA users
RETIREMENT RETIREMENT PLANNING JUL 24, 2018
Intriguing snapshot of HSA users

Workers who use tax-advantaged health savings accounts are younger, richer and more educated.

How advisers can ride the 'wave of opportunity' of aging clients
RETIREMENT RETIREMENT PLANNING JUL 23, 2018
How advisers can ride the 'wave of opportunity' of aging clients

People are healthier and living longer than ever, and MIT AgeLab's Joe Coughlin says advisers are primed to take advantage.

New York issues final best-interest regulation for annuity, life insurance sales
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 18, 2018
New York issues final best-interest regulation for annuity, life insurance sales

State insurance commissioners don't include life products in their annuity suitability reform.

Alphabet soup is hot, and clients will pay more for those letters
RETIREMENT RIAS JUL 16, 2018
Alphabet soup is hot, and clients will pay more for those letters

Consumers value designations, although opinions vary on which ones carry the most swagger.

Advisers applaud House bills to expand health savings accounts
RETIREMENT RETIREMENT PLANNING JUL 16, 2018
Advisers applaud House bills to expand health savings accounts

House committee approves measures to raise contribution limits, extend eligibility.

Improved health outcomes can boost retirement savings
RETIREMENT RETIREMENT PLANNING JUL 10, 2018
Improved health outcomes can boost retirement savings

Reducing health care costs frees up more money to be invested.

SEC bars ex-LPL rep over variable annuity sales
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 09, 2018
SEC bars ex-LPL rep over variable annuity sales

Massachusetts ordered Roger Zullo to disgorge $1.9 million in commissions.

New ways to estimate and fund long-term care costs
RETIREMENT RETIREMENT PLANNING JUL 05, 2018
New ways to estimate and fund long-term care costs

Advisers are challenged to protect against one of the biggest risks to a retirement plan.

RETIREMENT RETIREMENT PLANNING JUL 05, 2018
The Life Insurance Agent as Financial Planner

Insurance is no longer just a one-off in planning.

Guggenheim accused of using cash from annuity unit to fund CEO's purchase of LA Dodgers
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 02, 2018
Guggenheim accused of using cash from annuity unit to fund CEO's purchase of LA Dodgers

Case charges firm with 'siphoning' funds from insurance companies it owns.

Retirement planning 10 years after the financial crisis
RETIREMENT RETIREMENT PLANNING JUN 28, 2018
Retirement planning 10 years after the financial crisis

The 2008 crisis left investors focused on income vehicles that provide reliable returns.