Displaying 3272 results
John Hancock testing wellness programs for long-term-care policyholders
The insurer, which recently doubled down on a strategy to encourage healthy living among life-insurance clients, is now doing the same on the LTC side.
Health-care planning presents an opportunity for advisers
New tools calculate costs, potential savings and solutions.
House approves retirement-savings bill that eases use of annuities in workplace plans
Supporters hope Senate will move similar legislation to increase chances in lame-duck session
Secrets Behind Success: How do top firms retain great talent? (Hint: It’s not all about the money)
Most leaders at some point have found themselves discussing how to “keep” a certain talented individual from leaving the organization. There are several powerful tools for retention, but which strategies are proven to deliver real results?
How advisers can help cancer patients tackle financial distress
The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign
Orthodontists aren’t smiling about teeth-straightening startups
Companies like SmileDirectClub will correct misaligned teeth for much less money.
Insurance executives push House to add annuity provision to tax reform bill
Insurance executives back measure making it easier to add lifetime income features to workplace savings plans.
Indexed annuity sales grow among wirehouses, independent broker-dealers
A product design that's more palatable to brokers and a bigger roster of familiar carriers have raised the product profile for brokers.
Universal life insurance lawsuits underscore product risk
Universal life insurance lawsuits may cause you to rethink your policy.
Western & Southern buys Gerber Life Insurance in $1.55 billion deal
Gerber Life has $52 billion of life insurance in force and covers 3.6 million policies for individuals.
Fixed annuities are on a tear
Fixed annuities are positioned for a record year, with fixed-rate deferred and indexed annuities driving the growth.
States try to beat back rate increases on long-term-care policies
Rules adopted by 41 states have held down rate increases on newer policies, but some advisers remain skeptical of traditional LTC insurance.
Life insurance is not for saving
Buying a life insurance policy is one of the most expensive ways to invest
Merrill Lynch takes two avenues with annuity commissions
Policy effectively creates a dual approach for Merrill's 17,000-plus advisers.
Ohio National, a big variable annuity provider, exits the annuity business
Ohio National cited the regulatory climate and sustained low interest rates as reasons why it was going to stop selling annuities.
Finra fines Securities America $175,000 for failure to supervise variable annuity sales
The regulator said the lack of supervision raised concerns that investors were sold more expensive share classes that weren't suitable for them.
Structured ETFs offer fresh twist on popular variable annuity strategy
Downside protection and upside caps without the commission or lockups that come with VAs.
Legislation affecting advisers may fall victim to tight Capitol Hill calendar
Clock, partisan divisions could stymie adviser regulation reform, HSA contribution limit increase
DOL fiduciary rule caused $14 billion in stock losses for investment firms: report
But the election of Donald Trump gained those firms back $56 billion in market value, as investors expected a rollback of financial regulations.
Ken Fisher, famous annuity hater, invested in annuity companies
Mr. Fisher's company formerly held tens of millions of dollars in the stock of major companies selling indexed and variable annuities.
