Results for "life insurance"

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MetLife plans to sue to overturn Dodd-Frank systemic-risk label

January 13, 2015

MetLife Inc. said it will sue to overturn a U.S. finding that subjects the insurer to tighter oversight under the Dodd-Frank law, becoming the first non-bank financial firm to file such a challenge. A complaint will be filed today in federal...

John Hancock buys New York Life's retirement unit; New York Life acquires block of John Hancock's life insurance biz

December 23, 2014

In a two-part tradeoff, John Hancock will acquire New York Life's Retirement Plan Services business, and New York Life will take on a block of John Hancock's life insurance business. The two deals were announced by both New York Life and John...

National insurance registry falls short of goal line, tax extenders passes

December 17, 2014

Legislation that would have established the first national registry for insurance agents, facilitating practices in multiple states, was stopped one yard short of the goal line Tuesday night. A bill containing the provision died when it was...

Top Jackson National exec Clifford Jack to step down

December 16, 2014

Clifford Jack, a longtime executive at Jackson National Life Insurance Co. and the progenitor of its independent broker-dealer network National Planning Holdings Inc., is leaving the company. Mr. Jack, 51, joined Jackson National in 1995 and...

Senate set to approve national insurance-agent registry

December 16, 2014

By the end of the week, Congress is likely to approve legislation that would establish the first national registry for insurance salespersons, a step that will make it easier for them to practice in multiple states. The Senate is considering...

Insurance vehicles can be powerful way for advisers to reach younger investors

December 16, 2014

For advisers who want to expand their firms by reaching out to the next generation of investors – those in their 20s, 30s or 40s – long-term and cross-generational financial vehicles such as fee-only life insurance and no-load annuities...

How Social Security annual increases are calculated

November 7, 2014

Some topics are a lot more controversial than others. But I was amazed when my October 1, 2014, article that correctly predicted next year's 1.7% cost-of-living adjustment for Social Security benefits several weeks before the official announcement...

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...

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...

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...

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...

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