Displaying 3277 results
Variable annuities lose more ground to fixed annuities
Market gyrations put a dent in quarterly VA sales.
Ladenburg looking at student loans, impact investing, health care for future fintech investments
At its second Innovation Symposium, the firm considered which issues will affect the future of financial advice.
LTC insurer offering co-pays to blunt soaring premium increases
John Hancock policyholders would get a discount on their premium in return for agreeing to pay a bigger portion of their claims in the future.
States approving bigger rate increases for long-term care policies
Some are signing off on premium increases in the 200%-300% range, one executive said.
Edward Jones doesn’t sell indexed annuities, bucking broker-dealer trend
Edward Jones is an outlier among its peers, experts say
Elderly investors win $3.2 million Finra arbitration award against AXA Advisors
Upstate New York couple cites five unsuitable variable annuity, life insurance transactions.
Insurance lobby plans blitz to get retirement bills through Congress quickly
Effort off to fast start with bipartisan House support, but skeptics questions annuities provision.
The drawback of Richard Thaler’s 401(k)-Social Security idea? Social Security itself
Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work.
A new way to look at retirement income planning
Bucketed investing gives retirees an intuitive understanding of their finances, but administering this approach can be time-consuming for advisers
Variable annuity sales up big among independent broker-dealers
Interest-rate environment, growth of buffered annuities and loss of the DOL fiduciary rule helped grow sales by $3.7 billion last year.
The cost of putting off enrolling in a Medicare drug plan
Healthy seniors who sign up late face possible sticker shock.
Two women arrested for defrauding elderly California woman
Insurance agent Erica Salda and financial adviser Wendy Foster sold the victim 25 annuities over 10 years.
Envestnet adds loan facility to platform
'Credit Exchange' will enable advisers to offer pre-qualified loans to clients.
Commonwealth case against Ohio National should be arbitrated, court rules
Broker-dealer's claim involves insurer's decision to stop paying trail commissions.
Indexed annuity sales projected to grow nearly 40% by 2023
Continued market volatility and rising interest rates will push fixed annuities to new highs, Limra estimates.
Finra fines former LPL rep $5,000 over viatical sale
LPL terminated Scott Klor in 2017 for violating firm policies.
Fidelity says retirees can expect to spend $285,000 on health care
Annual study says total estimated cost has risen more slowly in past two years.
New annuities starting to address RMDs
Allianz's new indexed annuity could be a forerunner for how insurers will seek to keep assets in-house as baby boomers are forced to withdraw retirement savings.
Jackson National loses top annuity sales spot to AIG
A surge in fixed and indexed annuity sales last year helped AIG boost its annuity sales by $4.1 billion.
Ameriprise offloads $1.7 billion in fixed annuities
Firm is trying to shift its business mix, freed up $200 million in capital.
