Life Insurance And Annuities

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RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 16, 2017
Fill the Gaps of Special Needs Financial Planning

RETIREMENT RETIREMENT PLANNING OCT 16, 2017
Building blocks of special needs financial planning

RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 13, 2017
IRS alerts tax pros to insurance form scam

Government says cybercriminals have found ways to access life insurance and annuity accounts.

RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 12, 2017
DOL fiduciary rule delay boosts prospects for annuity sales

Indexed and variable annuities are likely to get a big bump in sales if the rule is delayed until July 2019.

RETIREMENT RETIREMENT PLANNING OCT 12, 2017
Trump moves to undermine Obamacare

President's order directs agencies to write new rules for insurance.

RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 11, 2017
Finra orders Morgan Stanley to return $200,000 in variable annuity sale

Arbitration panel says prospectus, fees may not have been sufficiently revealed beforehand

RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 10, 2017
Finra cracks down on faulty variable annuity exchanges

Two recent enforcement actions highlight how the brokerage watchdog is upping its scrutiny and is unlikely to relent.

RETIREMENT OPINION OCT 09, 2017
It's time for the life insurance industry to ditch illustration comparisons

Top 10 reasons why it's time to 'break up' with projected policy values.

How to pay for long-term care? Several funding options exist
RETIREMENT RETIREMENT PLANNING OCT 09, 2017
How to pay for long-term care? Several funding options exist

There are alternative ways to fund long-term care if you need it, even if you’re not a millionaire 

RETIREMENT RETIREMENT PLANNING OCT 06, 2017
How We're Investing in the Search for a Cancer Cure

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 11, 2017
DOL fiduciary rule has enforcement gaps — and they could widen

Parts of the rule not subject to a contract requirement don't offer investors an avenue to recover losses if they receive bad advice.

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 05, 2017
MetLife cutting annuity pay to some of its former advisers

Advisers who moved to other broker-dealers after MetLife sold to Massachusetts Mutual are seeing trailing commissions cut on VA and fixed annuity contracts.

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 01, 2017
Harvey may be among the world's most costly recent catastrophes

Risk modeler estimates up to $90 billion in losses

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 24, 2017
DOL fiduciary rule driving fundamental shift in variable annuity market

A dramatic shift in the market share of IRA-sold versus non-qualified variable annuities is starting to play out.

RETIREMENT RETIREMENT PLANNING AUG 24, 2017
Retiree health care costs up 6%, new study finds

A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.

RETIREMENT RETIREMENT PLANNING AUG 23, 2017
Despite misleading ads, annuities can be critical for lifetime income planning

Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 23, 2017
Thrivent Financial quietly expands beyond Christians

From its origins with Lutherans, the world's largest fraternal organization now aims to serve 'middle America.'

RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 22, 2017
Allstate sues Ameriprise for allegedly stealing client information

According to the lawsuit, agents being recruited away have been encouraged to create contact lists and download data on flash drives to later solicit clients.

RETIREMENT RETIREMENT PLANNING AUG 10, 2017
Manulife cites 'challenging' businesses amid spinoff talk

The company may seek to exit its John Hancock unit in the U.S.

RETIREMENT RETIREMENT PLANNING AUG 10, 2017
DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay

Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.