Retirement

Displaying 11581 results
RETIREMENT PLANNING DEC 06, 2012
Insurer settles charges that it slow-paid on LTCI claims

On follow-up exam, regulators found Bankers Life had not fully implemented previous recommendations

RIAS DEC 05, 2012
Barro: Attacks on broadening the tax base baseless

Close to $1T could be raised by limiting deductions; hey, it's a start

Them's the brakes: VA sales skid
RETIREMENT PLANNING DEC 05, 2012
Them's the brakes: VA sales skid

Off 8% in third quarter; MetLife drops to No. 3 behind Pru, Jackson National

TAX DEC 05, 2012
Peter Schiff: Fiscal cliff not the problem — it's the solution

The outspoken CEO of Euro Pacific Capital says the fiscal cliff is simply a legal trigger that will trim the deficit in 2013 by automatically implementing spending cuts and tax increases.

RETIREMENT PLANNING DEC 05, 2012
MassMutual settles with SEC over VA disclosures

Carrier failed to reveal the negative impact of a growth cap on rider; agents also confused.

Big VA seller puts the brakes on
RETIREMENT PLANNING DEC 05, 2012
Big VA seller puts the brakes on

Stop us if you've heard this one before: Another big seller of variable annuities has tamped down on the business.

RETIREMENT PLANNING DEC 04, 2012
Surprise! Plan sponsors chose advisers based on comfort, fit — not pricing

Chemistry, services more important than fees: Franklin Templeton

Advisers not very confident on their annuity know-how
RETIREMENT PLANNING DEC 04, 2012
Advisers not very confident on their annuity know-how

Morningstar research shows that advisers prefer systematic withdrawals in retirement; lack confidence in their annuity know-how.

Mutual insurers ramp up development of deferred-income annuities
RETIREMENT PLANNING DEC 04, 2012
Mutual insurers ramp up development of deferred-income annuities

'Buy now, get income later' is becoming a sellable argument to clients

RETIREMENT PLANNING DEC 03, 2012
Pay attention to charitable IRA rollovers

RETIREMENT PLANNING DEC 03, 2012
So where did The Hartford go?

Major player in advice industry pulls a 180-degree turn in reorg; 'almost non-existent'

Sign of the times as insurers seek yield in riskier investments
RETIREMENT PLANNING DEC 03, 2012
Sign of the times as insurers seek yield in riskier investments

Alternative investments, commercial mortgages, junk bonds all on the menu

AIG emerges as most likely buyer of Woodbury Financial Services
BROKER DEALERS DEC 03, 2012
AIG emerges as most likely buyer of Woodbury Financial Services

Announcement of a deal for the 1,600 reps and advisers is expected before indie B-D's national sales conference next month

Conard: Buffett dead wrong about taxing the rich
RIAS DEC 02, 2012
Conard: Buffett dead wrong about taxing the rich

Entrepreneurs need to be rewarded for taking risks, not shackled

RETIREMENT PLANNING DEC 02, 2012
MetLife B-D chief leaves company

The head of MetLife's broker-dealer operations has parted ways with the insurer. So far, the carrier's management has offered no explanation for the departure.

RETIREMENT PLANNING DEC 02, 2012
Self-directed IRAs complex, but they can be profitable

RETIREMENT PLANNING NOV 30, 2012
Mary Beth Franklin: Advisers unaware of this Social Security twist

Claiming spousal benefits often leads to larger check than expected

RETIREMENT PLANNING NOV 30, 2012
Pension advocacy group calls for temporary halt to lump-sum buyouts

Over the last few months, several large companies, let by auto giants Ford and GM, announced plans to spin off their traditional pension plans by transferring their liabilities to an insurance company or offering lump-sum payouts to retirees and certain former workers. Verizon was the latest corporation to hop on the de-risking bandwagon, prompting calls from a leading pension advocacy group to halt such actions until Congress can review the impact on workers and retirees

RETIREMENT PLANNING NOV 29, 2012
Ex-wives not X'd out of Social Security survivor benefits

Still subject to age and earnings cap limits; other restrictions may apply

Seeking fee boost, MetLife to run money for big investors
RETIREMENT PLANNING NOV 29, 2012
Seeking fee boost, MetLife to run money for big investors

Insurer to pull back from cash-heavy products like variable annuities