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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...

Bears are giving up and that could be a bad sign

September 10, 2014

Long-standing bears are giving up. That could be a bad sign. Yet another Wall Street bear folds while uber-bear Bob Janjuah expects stocks to keep rising until one particular condition Is met. (Hat tip Bloomberg's Matt Levine) How the housing...

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...

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...

Beware of the blind side

August 3, 2014

As memorialized in the 2009 movie "The Blind Side," based on Michael Lewis' book, a quarterback's “blind side” is behind him, where he can't see attacking defenders. More than one quarterbacking career has been cut short by a hit from the...

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...

In divorce, retirement is at risk

June 8, 2014

Splitting a retirement plan in divorce often means tax problems. While matrimonial attorneys usually assist in the division of assets, 401(k)s, IRAs and other retirement plans require special handling since eventual distributions generally will...

Early filers regret Social Security claiming decisions

June 4, 2014

Nearly 40% of retirees who claimed Social Security benefits before full retirement age now regret their decision, according to a new survey released Wednesday. Retirees can claim Social Security benefits as early as 62, but their benefits are...

Morningstar-HelloWallet deal ups the ante for financial wellness services

June 2, 2014

Morningstar Inc.'s acquisition of HelloWallet Holdings Inc. is expected to push other 401(k) service providers to step up their game with respect to participants' financial wellness. Last Thursday, investment research giant Morningstar announced...

IRI to provide health care cost tool to members

May 21, 2014

Some 150,000 financial advisers will have access to estimates for retirees' health care costs thanks to a new partnership between the Insured Retirement Institute and HealthView Services Inc. The IRI announced Tuesday that it would give its...

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...

Higher rates can blunt long-term-care errors, Genworth CEO says

December 4, 2013

Genworth Financial Inc., now the largest seller of long-term-care coverage, is counting on periodic rate increases of 2% to 4% to maintain profit targets. “I don't think it's prudent to be in this business unless you can, over time, re-rate...

Have the courage to talk about LTC

November 17, 2013

It is the elephant in the room — the discussion no one wants to have. The subject isn't pleasant, and the financial ramifications can be even less so. But as hard as it may be, financial advisers need to have the conversation with clients...

Dynasty branches out to the insurance side

June 3, 2013

Dynasty Financial Partners LLC has launched a new service, Dynasty Insurance Services, to support its network of 18 firms in writing fixed-life-insurance, annuity, disability and long-term-care contracts. With advisers leaving wirehouses and...

Long-term care planning requires turning focus away from health

May 13, 2013

To make long-term-care planning palatable to clients, advisers need to break through clients' false sense of invulnerability first. Clients get defensive when talking about the possibility that they one day may become incapable of caring for...

Retirement Income Summit 2013 Mary Beth Franklin: Home schooling long-term care

May 13, 2013

Dr. Carolyn McClanahan, both a medical doctor and CFP, admits she is a minimalist when it comes to seeking medical care. And when it comes to long-term care, she has a unique vision of how and where she would like to receive assistance as she...

Retirement Income Summit 2013 Are clients saving too much money for retirement health care?

May 13, 2013

When it comes to helping clients save for healthcare costs in retirement, advisers need to balance concerns about massive medical costs with a retiree's actual quality of life – no small task. The keynote session at the Investment News Retirement...

SEC halts trading in embattled LTCI seller

April 25, 2013

The Securities and Exchange Commission temporarily halted trading in the stocks of Penn Treaty American Corp., an embattled long-term-care insurer that's now under the guidance of state regulators. It's been about seven years since Penn Treaty...

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