With 2011 sales of life insurance products up just 4% over last year, carriers and producers would be well served by mining social networks to step up growth.
Uncle Sam's paper up 26% this year; given troubles in Europe, demand not 'waning anytime soon'
With thousands of aging financial advisers hoping to sell their practices over the next decade, a big consideration is how much tax the owners will have to pay if and when they sell their businesses.
Lincoln National Corp.'s CEO today stressed that the insurer has sufficient reserves for its universal life products
Rhode Island's college savings plan has a new feature aimed at limiting parents' roller coaster ride when the markets face extreme environments. And observers say the idea may catch on with competitors.
Ameriprise Financial Inc. and Lincoln National Corp. have strong VA hedging programs, Moody's Investors Service said in a report on the most frequently asked questions about variable annuities
Up 13% after Citigroup analyst said insurer can withstand mortgage-related losses
A core principle of managing portfolios for tax efficiency is disciplined loss harvesting
Aviva says a slew of charity-originated life insurance policies were touted as way to aid churches in poorer neighborhoods. But the carrier claims agents and third-party were the biggest beneficiaries
Critics say proposal will lead to less Federal assistance, and thus less financial aid; 'Johnny Jones isn't going to appreciate that'
Illinois stops accepting new participants due to gap in funding
College savings plans saw first negative outflows since the financial crisis; demographics, lousy economy cited
The Internal Revenue Service last month clarified that executors of estates who wish to take advantage of a new provision allowing a spouse to pass unused estate tax exclusions to a surviving spouse must file an estate tax return within nine months of the death of the husband or wife
Most baby boomers, even those past retirement age, say they don't know much about Medicare, the federal health insurance plan for seniors. Their ignorance could end up costing them.
Almost one-third of U.S. employers are likely to stop providing health coverage for workers in 2014, when U.S. subsidies become available for people to buy individual policies.
The Census Bureau says fewer Americans relocated last year than in six decades. But those who did pick up stakes tended to move to states with either no personal income tax or relatively low overall rates. | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20110915&Category=FREE&ArtNo=915009999&Ref=PH&Params=Itemnr=1>States with the highest tax rates &raquo;</a>
B-Ds get notice of pullback as job cuts in annuity unit are reported
There is now substantial literature on the behavioral economics of retirement saving, which has stressed that both behavioral and institutional factors play an important role in determining saving accumulations
As baby boomers retire in droves, financial advisers need to do a little studying up on Social Security before they start integrating the payouts into clients' financial planning
It isn't easy for advisers to illustrate financial concepts for clients, but Carl Richards does just that
