Life Insurance And Annuities

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RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 13, 2014
Wells Fargo pushes insurers to lower commissions on indexed annuities

Debut of its new offerings follows an industrywide surge in popularity for the products.

RETIREMENT RETIREMENT PLANNING OCT 10, 2014
How gay couples can act on Social Security benefits now

Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.

RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 09, 2014
How will annuity clients react to Pimco news?

Clients invested in variable annuities tied to the subaccount version of the Pimco Total Return Fund may move their funds.

RETIREMENT RETIREMENT PLANNING OCT 07, 2014
AIG promotes Peter Hancock to CEO, replacing Benmosche

After paying off $182.3 billion bailout, insurer focused on property-casualty coverage, life insurance and retirement.

RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 02, 2014
No big price increases for Lincoln National annuities

CEO Dennis Glass lays out insurer's strategy for when interest rates rise.

RETIREMENT RETIREMENT PLANNING OCT 02, 2014
Medicare: The next frontier

As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.

RETIREMENT RETIREMENT PLANNING SEP 29, 2014
Firms challenged to create innovative retirement income products

Successfully addressing the post-accumulation phase and providing simplicity still difficult for the industry.

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 29, 2014
Finra charges SWS with improper supervision of VA transactions

SWS Financial Services charged with green-lighting variable annuity applications without proper review for suitability.

RETIREMENT EQUITIES SEP 26, 2014
Pimco fortifies to take on the old boss

Monday <i>Breakfast with Benjamin:</i>Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs

RETIREMENT RETIREMENT PLANNING SEP 24, 2014
FSI offers long-term disability, life insurance to members

Program guarantees members coverage at a group rate FSI has secured as the plan sponsor.

RETIREMENT RETIREMENT PLANNING SEP 19, 2014
Caregiving costs hit family finances, employment, retirement

Nearly half of families spend more than $5,000 per year in caregiving expenses.

RETIREMENT RETIREMENT PLANNING SEP 18, 2014
Why health care is the ultimate retirement wild card

New study focuses on the need to integrate health care and retirement planning.

RETIREMENT EQUITIES SEP 17, 2014
A user's guide to this week's "Fedspeak"

On this morning's <i>Breakfast with Benjamin</i> menu, a guide to the Fed's upcoming comments, Calpers sends hedge funds out to pasture, getting on the stock-split bandwagon, and more.

RETIREMENT EQUITIES SEP 17, 2014
Markets wait on the Fed's next move

<i>Breakfast with Benjamin:</i> Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&amp;P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.

RETIREMENT RETIREMENT PLANNING SEP 15, 2014
Advisers help clients brace for health care surprises in retirement

Though a client's potential health crisis can't be anticipated long before it comes, a plan can be sketched out.

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 10, 2014
Jackson National unveils tiered pricing for variable annuities

Starting next Monday, the firm will apply a five-level pricing scheme for certain contracts.

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 08, 2014
Jackson National extends variable annuity lead

Sales of Elite Access product helps firm stay ahead of Lincoln National, TIAA-CREF and AIG.

RETIREMENT RETIREMENT PLANNING SEP 07, 2014
Long-term care carriers

Provider data covering new and in-force policies and premiums

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 07, 2014
Life insurance companies ranked by direct premiums

2013 rankings of insurance companies based on direct premiums

RETIREMENT RETIREMENT PLANNING SEP 04, 2014
Employers want fiduciary duty for 401(k) plans, AARP survey finds

Brokers say they already work in clients' best interest, but formalizing it will eliminate their ability to service small accounts.