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Fixed annuity sales smash previous record
Rising interest rates and a volatile stock market pushed 2018 sales to a record, including all-time-high indexed annuity sales.
Insurance groups tell NAIC to put 'best interest’ back into annuity suitability rule draft
Investor advocate calls insurance proposal weaker than existing broker suitability standard
Cetera, other broker-dealers refuse to sign Ohio National contracts
Advisers wonder what the lack of a formal brokerage agreement means from a regulatory standpoint.
It’s not a stock … it’s not a bond
Fixed indexed annuities are an insured asset class unto themselves.
Convergence of retirement planning and employee benefits is here
It's all about convergence, and those who leverage it will reap the rewards
Jackson National looks to expand distribution of fee-only annuities
Insurer partners with DPL Financial's insurance network to distribute annuity products through independent RIAs.
Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO
Reynolds becomes chairman of Great-West Lifeco US
Annuities group signs up for Rolling Stones tour
The Alliance for Lifetime Income will be sole sponsor of the band's shows in the U.S. this year.
Retirement savings bill re-introduced in House with bipartisan backing
RESA measure would help small businesses offer 401(k) plans, ease use of annuities.
Genworth diverts $327 million to shore up long-term-care insurance
Firm also raised premiums an average 53% last year through the third quarter for some policyholders.
Trump State of the Union: What advisers want to hear
Some say he should take credit for the economy, others want him to reach across the aisle on taxes and health care.
Planning potholes and banana peels
Market volatility can pave the way for more important conversations than those beating the market and reducing your fees.
William Galvin hits MetLife with $1 million fine for failing to keep track of pensioners
Massachusetts says insurance firm must pay retirees and beneficiaries who were 'presumed dead'
Retirement savings legislation dies in lame-duck Congress
Proponents hope bill will be re-introduced early next year.
Annuity group says Ohio National poses risk to industry
Insured Retirement Institute says insurer's move to shore up its finances may create negative perception that harms annuity industry.
UBS sues Ohio National over lost variable annuity commissions
Wirehouse joins handful of other firms seeking to prevent insurer from cutting off flow of adviser trails.
Lack of investment options plague HSAs
Retirement plan advisers can't match HSA investments with 401(k)s because of too few fund options.
Couples should coordinate Social Security, Medicare decisions
Marital status and employment dictate signup deadlines.
Whiskey insurance is far from old-fashioned — demand is skyrocketing
The rise in prices and attendant need for insurance give a view into the changing landscape of alternative investments.
Indexed annuity sales will soon eclipse those of variable annuities: Cerulli
The marketing pitch of indexed annuities — upside potential with downside protection — seems to have resonated with investors and their advisers.