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Get Ready to Guide Clients Through Income Distribution

August 1, 2018

Every day, thousands of baby boomers are cleaning out their desks and heading into retirement. As a result, demand for income-distribution specialists who can help them plan for this new chapter in life is expected to climb for many years. If...

SEC charges insurance agent with $1.27 million Ponzi scheme

June 22, 2018

The Securities and Exchange Commission has charged James Hocker, a Bellefonte, Penn., insurance agent, with engaging in a Ponzi scheme that targeted unsophisticated retail investors. After selling insurance policies, according to the SEC's complaint,...

Good luck picking the "best" insurance product

October 19, 2017

The question I get asked more than any other is: "Which insurer offers the best products?" However, this question is just as silly as: "Which mutual fund company offers the best mutual funds?" In fact, while there's no general agreement about...

The magic in talking about cost

April 9, 2018

I recognize there can be a natural hesitation in talking about fees and costs in the financial services business. After all, talking about costs puts costs front and center in the mind of a client, which in turn places front and center the risk...

Life insurance 'advice' in an era of fake news

February 14, 2018

Fake news is an opinion presented as if it were fact. It's driven by both the high demand for content to fill the 24-hour news cycle on hundreds of cable channels and the supply of content from anyone with an opinion they can present in a blog...

New retirement income designation attracts thousands of advisers

October 31, 2013

One of the first blogs I ever wrote for InvestmentNews back in early 2012 discussed the need for a retirement income designation. As many of my readers know, I firmly believe that retirement income planning requires different skills and tools...

John Hancock arms reps with succession planning tool

November 12, 2009

The John Hancock Financial Network has released a succession-planning platform for its financial representatives. The company paired up with FP Transitions, a succession-planning-services firm, to launch the new service called Build4Success....

Retirees underutilizing your products, insurers told

October 18, 2004

CHICAGO - While the life insurance industry contends that there is a huge need for older Americans to use insurance products to mitigate risk in retirement, the message apparently isn't quite getting across. "Right now, retirees underutilize...

Changing advisers' long-term-care conversation

April 22, 2012

The following is an edited transcript of a March 20 webcast, “The Coming Crisis in Long-Term Care,” held in New York. InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. moderated. InvestmentNews: Harley, tell us about...

Gross back into Treasuries in a big way

August 8, 2011

Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., boosted holdings of Treasuries in July during the biggest monthly rally in the securities since August 2010 as the U.S. confronted the possibility of...

National Financial Partners to bolster property-casualty arm with acquisition

July 8, 2011

National Financial Partners Corp. is bulking up its presence in the property-casualty space in an effort to bolster revenue. Earlier this week, the firm announced its acquisition of Lapre Scali & Co. Insurance Services LLC, a Scottsdale, Ariz.-based...

Notes from NAPFA

May 20, 2011

The 'new normal' and 'living in beta' The attendees at the National Association of Professional Financial Advisors are getting used to living in the “new normal.” The term, popularized by investment guru Bill Gross, founder of Pacific Investment...

Illinois' top insurance cop to run Federal Insurance Office

March 18, 2011

The Treasury Department has chosen Michael T. McRaith, Illinois' chief insurance regulator, as head of the new Federal Insurance Office. The office, which was established in the Dodd-Frank financial reform legislation, does not have any regulatory...

Top tax rate would go sky-high under new proposal

March 16, 2011

U.S. millionaires would face an annual income tax increase of at least 10 percent under a deficit-reduction measure proposed by Representative Jan Schakowsky. The legislation, introduced today and touted at a press conference by the Illinois...

Fears about inflation inflated, Gundlach says

March 14, 2011

Bond investors are siding with Federal Reserve Chairman Ben S. Bernanke when he says that crude oil above $100 a barrel and record high food prices may only cause a temporary jump in the inflation rate. Since reaching a 10-month high in December,...

$$$ to be considered wealthy? Millionaires offer surprising answer

March 14, 2011

How much does it take to feel wealthy these days? For many millionaires, it's about $7.5 million, according to a survey by Fidelity Investments. “Wealth is relative, and to some extent the more you have the more you realize how much more you...

MassMutual to buy First Mercantile

June 2, 2008

Massachusetts Mutual Life Insurance Co. announced today that it had completed its purchase of First Mercantile Trust Co. from SunTrust Banks Inc. of Atlanta. Headquartered in Memphis, Tenn., First Mercantile provides retirement plan record keeping...

Private placement life insurance: A primer

October 27, 2017

For the past several years some hedge funds have not met the expectations of investors. As a result, RIAs and wealth managers have recommended other investment options such as direct lending, private equity credit and mezzanine funds which in...

Don't forget secondary market for life insurance

October 24, 2017

With many Americans struggling to meet their retirement income needs, it is unfortunate that valuable assets may not be properly utilized in retirement planning. Assets like home equity and life insurance are often neglected in the planning...

Fill the Gaps of Special Needs Financial Planning

October 16, 2017

Across the United States, one in five children and adults — 65 million people — will experience a special need or disability during their lifetimes.1 Without assistance from government programs, non-profit organizations or employers, caregivers...

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