Results for "variable annuities"

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Elder financial abuse grows more prevalent in annuity, life insurance products

February 11, 2016

Financial fraudsters have been turning their attention more regularly to insurance products as a way to take advantage of the U.S. senior population. Products such as annuities and life insurance have generally been viewed as less frequent targets...

Solid risk management system should include insurance planning to protect assets

January 24, 2016

As a financial service professional, you take upon yourself the role of helping your clients build their financial futures. Undoubtedly, during your years of training for this demanding profession, you have come across one of the many versions...

Advisers should pay attention when regulators lay out exam priorities

January 17, 2016

Nobody wants to get caught in the crosshairs of a securities regulator, but by exercising forethought and due diligence, a brokerage or advisory firm should be able to maintain a clean track record — or at least increase their odds of staying...

SEC adds ETFs, variable annuities to exam priorities

January 11, 2016

The Securities and Exchange Commission will zero in on exchange traded funds and variable annuities in its examinations this year, adding those two categories to the priorities list it announced on Monday. The SEC Office of Compliance Inspections...

Fixed indexed annuities notch record sales quarter

December 15, 2015

Fixed indexed annuities posted their highest quarterly sales on record in the third quarter, building on a recent surge in popularity for the annuity products that's largely due to market volatility and persistently low interest rates. Fixed...

Variable annuity products get more variable

December 14, 2015

Variable annuity providers have been introducing products with a little more variability built in as a move to mitigate risk. Some insurers have built products allowing them to change certain aspects of in-force contracts, by altering payout...

Broker-dealer settles variable annuity allegations for $475,000

December 10, 2015

Comprehensive Asset Management and Servicing Inc. has agreed to pay $475,000 to settle allegations that the firm failed to reasonably supervise representatives' sales of variable annuities, among other complaints. Between February 2008 and 2012,...

Insurers and their clients will reap benefits when rate rise picks up steam

December 10, 2015

A move by the Federal Reserve to raise interest rates, which could come as soon as next week, would be a boon for the insurance industry and its customers by way of better benefits offered through annuity and life insurance products. But that...

Fixed-indexed annuities soar in popularity

November 29, 2015

Adviser Jo-Ann Holst's client, a woman in her mid-60s with $440,000 in savings, didn't want to sink her entire retirement nest egg into the stock market. And because she doesn't have a pension, she was looking for a predictable monthly income...

MassMutual jumps into a hot investment-only variable annuity market

November 12, 2015

Massachusetts Mutual Life Insurance Co. breaks into the investment-only variable annuities market just as the products bolster an otherwise lackluster VA market. MassMutual Capital Vantage, launched Friday, is the firm's first IOVA. These annuity...

Time to expand the tool kit for delivering retirement income

November 5, 2015

With the prevailing mindset around retirement planning today being one of accumulation, retirees often are left ill-prepared to shift their focus to generating income. Successfully converting accumulated assets into an efficient lifetime income...

Insurers adding optional death benefits to IOVA contracts

November 4, 2015

Insurance firms offering investment-only variable annuity products have been tacking on death benefit options for investors as a way to offer more choice in a growing marketplace. Nationwide and AXA Equitable Life Insurance Co. have launched...

Fixed indexed annuity sales gaining on VAs: Cerulli

November 2, 2015

Fixed indexed annuity sales are steadily gaining on those of variable annuities, thanks in large part to continued low interest rates. “We do see fixed indexed sales growing faster than traditional variable annuity sales,” said Bing Waldert,...

Advisers shy away from LTC insurance dialogue: Study

October 20, 2015

Although it's generally understood that evaluating a client's long-term-care needs is an important part of retirement planning, few advisers are using LTC insurance products with clients or having conversations with them about LTC. A new Lincoln...

What advisers need to know about the most complex type of annuity

October 16, 2015

Advisers and insurers alike consider variable annuities with guaranteed benefit riders as the most complex annuity products. Specific characteristics of these annuity contracts can lead to misperceptions among advisers of how the products function,...

Wall Street is now fretting over the threat of another recession

October 8, 2015

The word 'recession' is now being used openly on Wall Street, in case you needed more proof that the U.S. economy is barely moving forward. Frayed nerves on the Street Insurance companies are scrambling to anticipate and then navigate the Fed's...

Jackson National to offer DoubleLine smart beta fund in VAs

October 2, 2015

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from Jackson National Life Distributors. The giant insurance provider has added the DoubleLine Shiller Enhanced CAPE Fund (DSENX) to its menu of variable...

IBDs, wirehouses drive second-largest sales quarter for fixed indexed annuities

September 4, 2015

The wirehouse and independent-broker-dealer channels propelled fixed indexed annuities to their second-best quarter of all time, with the insurance products notching $12.6 billion in total sales through June, according to figures published yesterday...

Fidelity throws its weight behind longevity annuities

August 21, 2015

Fidelity Investments is giving its clients a new option for planning for the costs and risk of living longer. The retirement-plan services giant said Thursday it will offer a variety of deferred-income annuities to individual retirement accounts....

How to not get gobbled up when the next bear market arrives

August 14, 2015

Bear markets are an inevitable part of investing. We aren't there yet, but when the next bear rumbles through, here are a few tips for not losing your head. Avoid these investing missteps All eyes are on the growing oil surplus, as the price...

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