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It's time for the life insurance industry to ditch illustration comparisons

October 9, 2017

The life insurance industry is "married" to illustration comparisons. This is not to say policy reviews aren't needed. Life insurance is the last, largest, most-neglected asset on the client's balance sheet. As is often the case, neglect breeds...

How to pay for long-term care? Several funding options exist

October 9, 2017

Roughly half of Americans turning 65 today will require long-term care. As life expectancy continues to rise and the cost of care creeps up, there's a growing need for financial advisers to be knowledgeable about long-term-care funding mechanisms...

DOL fiduciary rule has enforcement gaps — and they could widen

September 11, 2017

The Department of Labor's fiduciary rule, as it's currently written, has some enforcement gaps. And they could widen, especially for annuity products, depending on how the Trump administration's review of the rule shakes out. The primary enforcement...

MetLife cutting annuity pay to some of its former advisers

September 5, 2017

MetLife Inc. is cutting compensation on annuities sold by former advisers who moved to other broker-dealers after MetLife sold its Premier Client Group last year to Massachusetts Mutual Life Insurance Co. And the cut in pay is drastic. According...

Harvey may be among the world's most costly recent catastrophes

September 1, 2017

As Tropical Depression Harvey winds down, its full economic impact is still unclear. Risk-modeling company RMS estimates $70 billion to $90 billion in losses from wind, storm surge and flood damage, most of it in the Houston metropolitan area....

Retiree health care costs up 6%, new study finds

August 24, 2017

In a perfect world, the largest expenses in retirement would be for fun things like travel and entertainment. In the real world, retiree health-care costs can take an unconscionably big bite out of savings. A 65-year-old couple retiring this...

DOL fiduciary rule driving fundamental shift in variable annuity market

August 24, 2017

The Department of Labor's fiduciary rule is shaking things up in the variable annuity market. While the regulation has accelerated the downward trend in overall variable annuity sales for the past several quarters, only recently has the rule's...

Despite misleading ads, annuities can be critical for lifetime income planning

August 23, 2017

If you're in the annuity industry, a client has probably walked into your office with preconceived notions about annuities for retirement planning, partly due to some critics' opinions on annuities that may not consider the needs of everyone....

Thrivent Financial quietly expands beyond Christians

August 23, 2017

Thrivent Financial doesn't do anything necessarily fast, so it might have been easy to miss the evolution over the past several years of the world's largest fraternal organization, which has a history dating back 115 years. But the Appleton,...

Allstate sues Ameriprise for allegedly stealing client information

August 22, 2017

Allstate Insurance Co. is suing Ameriprise Financial in a spat alleging Ameriprise is stealing Allstate's confidential information by recruiting the giant insurance company's salespeople, known as "exclusive financial specialists." Ameriprise...

DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay

August 10, 2017

Indexed and variable annuities are the biggest winners of the Department of Labor's recently telegraphed fiduciary rule delay. Sales of the products, especially indexed annuities, would arguably have been the most adversely impacted under the...

Manulife cites 'challenging' businesses amid spinoff talk

August 10, 2017

Manulife Financial Corp., Canada's largest life insurer, acknowledged that it has poorly performing books of business amid speculation that the company is seeking to exit its John Hancock operation in the U.S. "We have some challenging blocks...

How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule

August 9, 2017

The Department of Labor's fiduciary rule is expected to create a bundle of client prospecting opportunities for advisers specializing in retirement plans, as less-experienced 401(k) advisers exit the market or employers ditch them for a more...

Good health is key to retirement security

August 8, 2017

The key to retirement security has traditionally focused on money. But lately, the discussion has embraced health as an increasingly important component in the retirement security equation. In fact, health status during working years and health-care...

Financial trade groups to DOL: Advisers dumping small accounts

August 8, 2017

The Department of Labor's new fiduciary standard for retirement accounts is creating tens of thousands of "orphaned" investment accounts and limiting consumers' access to financial products and services, according to the Insured Retirement Institute,...

Health care reform could affect muni bonds

August 8, 2017

Download transcript The views expressed are as of April 2017, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments...

Consumer and insurance groups disagree on advice standard for annuity sales ​

August 2, 2017

An effort by state insurance regulators to raise investment-advice standards for annuity sales appears to be driving a wedge between consumer organizations and a life insurance trade association. In light of the Labor Department's fiduciary...

SEC charges four former reps with fraud for VA sales targeting federal employees

July 31, 2017

An earlier version of this story incorrectly implied that the former brokers charged were registered with another securities firm when the allegations occured. The Securities and Exchange Commission has charged four former Atlanta-area brokers...

Filling in the protection gap for high-income earning physicians

July 27, 2017

Long-term disability coverage is important for many occupations, but for physicians it's particularly critical. Even a relatively minor accident or illness can interfere with their ability to practice medicine or perform surgeries. Many high-income...

DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents

July 24, 2017

Independent insurance agents have been among the most affected by the Department of Labor's fiduciary rule, and it appears some defined-contribution-plan record keepers have been contributing to that upheaval. Record keepers such as Principal...

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