Advisers who have clients' best interests at heart should insist upon the disclosure of actual internal policy costs and performance.
The products, also known as structured or variable-indexed annuities, have gained market share, and more insurers are rolling them out.
Traditional LTC insurers continue to be dogged by miscalculations on old policies.
Finra was investigating Brett Ashy for unauthorized transaction.
You burn more calories standing than sitting — but not that many.
Other big VA carriers such as AIG and Nationwide have already seen success in the indexed annuity market.
Such a rule would mark a big shift in the way life insurance is currently regulated by the states.
The incoming head of the Employee Benefits Security Administration may pursue new regulations around 401(k) issues such as annuities.
Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses.
Unlike DOL fiduciary rule, New York's best-interest rule covers life insurance sales and could be a harbinger for other states
This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.
A digital transformation is taking root in the industry, and it's benefiting clients and advisers alike.
Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.
The judge said the adviser erred in recommending a lump-sum distribution, but barred plaintiffs from recovery because they were also negligent.
Blame smaller-than-expected benefits on higher Medicare premiums.
Advisers agree that not all apocalypses are created equal.
Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.
The backlog for appealing an adverse decision before an administrative law judge averages 605 days.
State would require products best suited for clients to be sold over those most profitable to sellers.
Clients who buy long-term-care insurance in their mid-40s to mid-60s can get favorable rates.
