Displaying 3267 results
The rich are betting they can buy their way to a longer life
The successor to income inequality is longevity inequality
The rich are betting they can buy their way to a longer life
The successor to income inequality is longevity inequality.
What a court decision teaches 401(k) advisers about choosing stable-value funds
Selecting a very conservative benchmark is generally permissible under retirement law.
AXA reverses course on variable annuity buyout
Insurer had planned an offer to holders of its Accumulator Series variable annuity
Insurers still grappling with costly variable-annuity promises
AXA Equitable and Ohio National have recently tried switching consumers out of VAs with rich benefits through buyouts and exchanges.
Guaranteed income tops boomers’ retirement wish list
Those who work with an adviser are most likely to buy an annuity.
Insurers’ 401(k) record keepers gain big share in small, midsize markets
Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.
Finra fines Park Avenue Securities $300,000 over variable annuity sales
Also censures firm, which agrees to review its supervision practices.
Guaranteed income tops boomers’ retirement wish list
Those who work with an adviser are most likely to buy an annuity.
Old strategy with a new twist: Dollar cost averaging and annuities
Using dollar cost averaging within annuities can build clients' confidence about investing in the market.
The magic in talking about cost
Even if clients aren't paying too much for life insurance, being the first to talk to them about the costs can start the trust-building process.
Like it or not, annuities are coming to retirement plans
Some lawmakers are warming to the notion of using annuities to help solve the nation's retirement crisis
Finra institutes disciplinary proceedings against broker over alleged improper variable annuity sales
Regulator claims Frederick David Holloway replaced lower-cost variable annuities with higher-cost ones without ensuring they were suitable or in their clients' best interests.
New rules for a 21st century retirement
New book for clients and advisers focuses on strategies to maximize retirement income.
Have variable annuities sales hit rock bottom?
After six years of declines, sales could improve slightly if rising interest rates help insurers more easily support their guarantees.
Are annuities finally getting some respect?
A bipartisan effort in Congress to ease annuity use in 401(k)s follows years of related academic research.
Retirement-savings bill draws broad support, optimism for passage this year
Industry groups and investor advocates alike seek enactment of the measure that increases workplace plans, eases annuity inclusion.
DOL proposal on association health plans could help advisers
Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage.
DOL fiduciary rule lawsuit withdrawn by fixed annuities group in DC federal court
National Association of Fixed Annuities puts focus on 5th Circuit Appeals decision to kill regulation.
Here’s how the top indexed, variable annuity sellers did last year
Allianz Life Insurance Co. of North America shed the most money on the indexed side, and Prudential Annuities on the variable end, both losing more than $2 billion in sales year-over-year.