Retirement

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Advisers share public's dismal opinion of Washington
RETIREMENT PLANNING APR 24, 2012
Advisers share public's dismal opinion of Washington

Americans are sick of watching politicians squabble in a capital riven along partisan lines – a sentiment that is reflected by investment advisers.

Cargill heir leaves astonishing sum to animals, elderly
RETIREMENT PLANNING APR 24, 2012
Cargill heir leaves astonishing sum to animals, elderly

At $6B, Margaret Cargill top donor in U.S. in 2011; Michael Bloomberg, George Soros also big givers

TAX APR 24, 2012
Gingrich's charitable giving not so charitable, data show

TAX APR 24, 2012
Charitable incentives at risk

As lawmakers consider how to attack tax reform and debt reduction, the way that charitable gifts and deductions are treated is in the cross hairs.

RETIREMENT PLANNING APR 23, 2012
In rejiggering, MetLife to curb VA sales, roll out health insurance

Carrier aims to pull away from 'capital-intensive' products — including annuities

RETIREMENT PLANNING APR 23, 2012
Hutcheson case highlights risks for advisers

SALB story: Loring Ward to offer stand-alone living benefits
RETIREMENT PLANNING APR 23, 2012
SALB story: Loring Ward to offer stand-alone living benefits

Turnkey asset manager in talks with Transamerica Life Insurance Co. and The Phoenix Cos. to develop income-producing product

LIFE INSURANCE AND ANNUITIES APR 23, 2012
Lincoln National ordered to make good on insurance in heated Stoli case

Judge finds for claimant in $5 million stoli benefits payment from Lincoln National Life

Pru will pay $17M to settle with seven states over death benefits
LIFE INSURANCE AND ANNUITIES APR 23, 2012
Pru will pay $17M to settle with seven states over death benefits

Prudential Financial Will pay $17 million to settle with seven states; regulators claim insurer used more comprehensive database for cutting off annuity payments than one used to locate those owed money.

Analysts wave off $1.57B death benefit suit against Met, Pru
LIFE INSURANCE AND ANNUITIES APR 23, 2012
Analysts wave off $1.57B death benefit suit against Met, Pru

Illinois lawsuit alleges MetLife and Prudential owe some $524M in unclaimed death benefits

LIFE INSURANCE AND ANNUITIES APR 23, 2012
Dead man's life policy finally pays off

Life insurers have paid $52.6 million in death benefits since New York's banking and insurance regulator forced the companies to use government data to identify cases where they didn't pay claims.

LIFE INSURANCE AND ANNUITIES APR 23, 2012
Policyholder who died in 1970 finally gets death benefits — and so do 8,000 others

New York state orders insurers to track down unpaid claims; $52M forked over in total

LIFE INSURANCE AND ANNUITIES APR 23, 2012
Lincoln may get more defensive with MoneyGuard hybrid

Lincoln National Corp. may raise fees and change its benefits on its popular MoneyGuard Reserve product, a combination of universal life insurance and long-term-care benefits.

RETIREMENT PLANNING APR 23, 2012
LTCI too pricey even for Uncle Sam as CLASS Act yanked

Executives at life insurance companies can breathe a sigh of relief now that the proposed federal long-term-care insurance program — the CLASS Act — has been killed

Historic Chapter 11 case could trigger wave of public-pension bankruptcies
RETIREMENT PLANNING APR 19, 2012
Historic Chapter 11 case could trigger wave of public-pension bankruptcies

Workers in Northern Mariana look to halt fund's filing for court protection; benefits could be slashed by more than half

Gingrich's charitable giving not so charitable, data show
RETIREMENT PLANNING APR 18, 2012
Gingrich's charitable giving not so charitable, data show

Candidate's donations lower than most in his income bracket; conservatives tend to give more

TAX APR 17, 2012
Buffett rule faces Senate vote; opposition from GOP is solid

LIFE INSURANCE AND ANNUITIES APR 17, 2012
Advisers, B-Ds step back from The Hartford

RIAS APR 17, 2012
Advisers find slim pickings as VA market contracts

MetLife to kill VA living benefit this month
LIFE INSURANCE AND ANNUITIES APR 17, 2012
MetLife to kill VA living benefit this month

Insurer to stop issuing the GMIB Plus IV rider Feb. 24