Gerber Life has $52 billion of life insurance in force and covers 3.6 million policies for individuals.
Captrust wants to grow annual revenue from wealth management to 50% from 30% over the next five years.
Disclosing behavioral biases is voluntary, but no less important than making the required disclosures.
Fixed annuities are positioned for a record year, with fixed-rate deferred and indexed annuities driving the growth.
Insurance groups say the measure, which now heads to the full chamber for a vote, doesn't go far enough.
Slightly lower estimate would still be the largest cost-of-living increase since 2012.
Stresses of losing a spouse include steep decline in household income for many, according to a survey.
Rules adopted by 41 states have held down rate increases on newer policies, but some advisers remain skeptical of traditional LTC insurance.
Stresses of losing spouse include steep decline in household income for many, according to a survey.
New bill eases rules around open multiple-employer plans by allowing more employers to band together to offer a common retirement plan.
Buying a life insurance policy is one of the most expensive ways to invest
Policy effectively creates a dual approach for Merrill's 17,000-plus advisers.
Negative returns and fiduciary risk are positively correlated for 401(k) fiduciaries.
The organizations getting sued over retirement plans are low-hanging fruit.
Rushing to take benefits in response to illness may not be the best move.
Last year's overhaul is expected to slash the number of taxpayers subject to the AMT.
Ohio National cited the regulatory climate and sustained low interest rates as reasons why it was going to stop selling annuities.
Countdown to the Oct. 15 deadline for recharacterizing 2017 Roth conversions.
The regulator said the lack of supervision raised concerns that investors were sold more expensive share classes that weren't suitable for them.
Downside protection and upside caps without the commission or lockups that come with VAs.
