Results for "life insurance"

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Early onset Alzheimer's: When plans are upended

November 3, 2014

Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services and had been diligent savers. Their financial adviser helped them cover their bases, building their money in managed accounts...

Unraveling Minds

November 3, 2014

In January, Michael Kotin, a financial adviser at Wells Fargo & Co., faced a dilemma. Two longtime clients, Eugene and Cecilia Ratner — a couple who had been married for around 60 years and who were both well into their 80s — were accusing...

Protecting vulnerable aging clients

November 2, 2014

As clients age and laws evolve, the securities industry faces incalculable risks that require rigorous internal controls to properly manage relationships with vulnerable aging investors. An unsuitable investment recommendation to a client once...

Former Pimco parent Pacific Life moves accounts to Janus

October 21, 2014

Pacific Life Insurance Co., the insurer where Pacific Investment Management Co. was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group Inc., which the bond legend joined last month. Pacific Life...

Indexed universal life insurance faces fresh scrutiny

October 15, 2014

Financial advisers working with indexed universal life insurance are finding themselves in the middle of a heated battle between state regulators and the life insurance industry. In an otherwise sleepy corner of the product market, indexed universal...

Wintrob to join Oaktree Capital as CEO

October 7, 2014

Jay Wintrob, former president and CEO of AIG Life and Retirement, will become Oaktree Capital Group's CEO, a new position, on Nov. 1. Mr. Wintrob has been a member of Oaktree's board of directors since 2011 and will stay on the board, according...

FSI offers long-term disability, life insurance to members

September 29, 2014

In a bid to attract new members and retain existing ones, the Financial Services Institute is offering its 37,000 individual members access to long-term disability and term life insurance. Under the new program, called Covered Advisor, FSI members...

Long-term care carriers

September 7, 2014

Company New 2013 Policies New 2013 Annualized premiums ($M) In-force Policies, 2013 In-force Annualized premiums ($M), 2013 Bankers Life and Casualty 1, 2 7,248 $12.0 283,996 $476.3 Genworth Financial 3 53,974 $133.8 1,209,869 $2,508.8 John...

Life insurance companies ranked by direct premiums

September 7, 2014

Company 2013 total direct premium 2013 market share Metropolitan $11,503.6 7.98% Northwestern Mutual $9,436.0 6.55% Prudential of America $8,341.9 5.79% New York Life $7,812.1 5.42% Lincoln National $6,144.5 4.27% MassMutual Life Insurance $5,077.7...

One of industry's last holdouts, NAIFA elects its first female president

September 4, 2014

For the first time since it was founded in the early 1890s, the National Association of Insurance and Financial Advisors will be led by a woman, starting next week. Juli McNeely will be installed as NAIFA president Monday during its annual conference...

GAO report calls for more disclosure of managed accounts in 401(k)s

July 31, 2014

The U.S. Government Accountability Office is calling on the Labor Department to step up disclosure requirements for managed accounts in 401(k) investment lineups. In a 92-page tome released on Tuesday, the GAO discussed its analysis of eight...

Can an adviser affiliated with an insurance company be fee only? Yes.

July 21, 2014

For nearly two years, the issue of compensation descriptions has roiled the investment-advice business. The topic becomes even trickier when insurance licenses are thrown into the mix. Whether investment advisers like it or not, the Certified...

Treasury OK's putting 401(k) and IRA dollars into longevity annuities

July 1, 2014

Financial advisers welcomed the Treasury Department's announcement that it would ease the process by which retirement plan participants can purchase deferred income annuities. The Treasury Department and the Internal Revenue Service on Tuesday...

AIG promotes Peter Hancock to CEO, replacing Benmosche

June 10, 2014

American International Group Inc. (AIG), the largest commercial insurer in the U.S. and Canada, promoted Peter Hancock to be the next chief executive officer, replacing Robert Benmosche, who repaid a U.S. bailout. Mr. Hancock, 55, who oversaw...

Hartford Financial Services Group names a new CEO

June 9, 2014

Hartford Financial Services Group Inc. promoted Christopher Swift to chief executive officer to replace Liam McGee, who is stepping down after a medical procedure related to a brain tumor. Mr. Swift, the 53-year-old chief financial officer who...

Outlook for life insurance positive, depending on rates

June 5, 2014

The longer-term outlook for life insurance companies is a positive one — provided the companies can navigate low interest rates successfully. A poll of attendees at the Standard and Poor's annual insurance conference in New York on Thursday...

Japan's Dai-ichi Life to buy Protective Life for $5.7 billion

June 4, 2014

Dai-ichi Life Insurance Co. will buy Protective Life Corp. (PL) for about 582.2 billion yen ($5.7 billion) to expand into the faster-growing U.S. market, marking the biggest foreign acquisition by a Japanese life insurer. Dai-ichi, Japan's second-largest...

John Hancock B-D to terminate health and insurance benefits

April 4, 2014

Registered representatives at Signator Investors Inc., John Hancock's broker-dealer, received some dismaying news on Tuesday: The firm will be terminating its health and insurance benefits and will freeze its retirement benefits plan at the...

Account opening is No. 1 tech concern: Survey

April 2, 2014

The challenge of capturing account-opening data has replaced social-media archiving as advisers' primary technology concern, according to a survey conducted by advisory think tank Beacon Strategies. In fact, 96% of the 55 broker-dealers surveyed...

What new scrutiny of life insurance captives means for advisers

January 2, 2014

As regulators scrutinize life insurers' use of “captive” entities — subsidiaries that reinsure blocks of existing business — advisers may need to rethink the way they evaluate the carriers they work with. Life insurance companies set...

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