Displaying 3277 results
Improved health outcomes can boost retirement savings
Reducing health care costs frees up more money to be invested.
SEC bars ex-LPL rep over variable annuity sales
Massachusetts ordered Roger Zullo to disgorge $1.9 million in commissions.
New ways to estimate and fund long-term care costs
Advisers are challenged to protect against one of the biggest risks to a retirement plan.
The Life Insurance Agent as Financial Planner
Insurance is no longer just a one-off in planning.
Guggenheim accused of using cash from annuity unit to fund CEO’s purchase of LA Dodgers
Case charges firm with 'siphoning' funds from insurance companies it owns.
Retirement planning 10 years after the financial crisis
The 2008 crisis left investors focused on income vehicles that provide reliable returns.
The black hole of financial planning: Health care costs
Affluent clients are confident about retirement plans, but not medical expenses
Galvin charges MetLife with inflating bottom line
Massachusetts securities czar says insurer's failure to make pension payments enabled it to lower reserves
Why the super wealthy may want to fund life insurance with a loan
If the rate of return on the policy exceeds the loan's interest rate over the life of the contract, the client comes out ahead. But beware the risks.
SEC charges insurance agent with $1.27 million Ponzi scheme
James Hocker took money from 25 mostly elderly, unsophisticated investors.
Minnesota charges financial planner with fraud costing investors $200,000
Lisa Marie Schurhammer said to have engaged in phony annuity and gold sales.
MetLife, Brighthouse sued for $500 million over missing pensioners
Lawsuit claims insurers 'betrayed' thousands of pension plan participants and beneficiaries.
Vanguard research reframes retiree health care as annual expense
Says viewing health costs as a staggering lump sum impedes action and planning.
Trump administration will let small businesses offer cheaper health plans
Association health plans would lack some of the protections required under Obamacare.
Driverless cars may cut traffic jams, but not insurance premiums
A handful of fatal accidents involving autonomous vehicles suggest car insurance will evolve, rather than go away.
Guaranteed retirement income campaign launched
Industry coalition seeks to educate the public and advisers about the value of annuities.
Fixed annuity sales set for massive spike
Rising interest rates primarily responsible for estimated 50% spike in sales of fixed-rate deferred annuities through 2019, says insurance industry group Limra.
Medicare trust fund will be exhausted in 2026, three years earlier than expected
New depletion date is blamed on lower payroll taxes, less revenue from taxing Social Security benefits and higher-than-expected spending.
Death and taxes: A conversation we must have
It's time for advisers to make uncomfortable topics mainstream.
Blackstone woos wealthy with tax-free hedge fund
Tax-free status reflects fact that investments are held in an insurance vehicle
