Life Insurance And Annuities

Displaying 3390 results
Retiree health care cost estimate 'flat,' Fidelity says
RETIREMENT PLANNING JUN 21, 2023
Retiree health care cost estimate 'flat,' Fidelity says

For the first time in nearly a decade, anticipated health care costs for retirees were unchanged from the previous year's estimate.

By Gregg Greenberg
How retirees and pre-retirees can benefit from high interest-rate environment 
OPINION JUN 21, 2023
How retirees and pre-retirees can benefit from high interest-rate environment 

Clients can explore savings strategies and financial products with higher risk-free returns and alternative fixed-income investments.

By Mike DeKoning
What advisors need to know about estate planning for LGBTQ couples, individuals
RETIREMENT PLANNING JUN 20, 2023
What advisors need to know about estate planning for LGBTQ couples, individuals

In the absence of proper estate planning, there's a risk that LGBTQ individuals' intentions may not be respected.

By Gregg Greenberg
The Truth About Custom Indices
LIFE INSURANCE AND ANNUITIES JUN 15, 2023
The Truth About Custom Indices

What’s behind the surge in popularity among fixed indexed annuities? Their aim to help protect principal and achieve predictable returns is part of the story—and layering in a custom index can be a smart part of that strategy.

By InvestmentNews Create
Bill allowing more types of annuities in retirement plans tops IRI’s lobbying agenda
RETIREMENT PLANNING JUN 13, 2023
Bill allowing more types of annuities in retirement plans tops IRI’s lobbying agenda

The Insured Retirement Institute is hoping Congress has an appetite for more retirement savings legislation following the SECURE Act and SECURE 2.0.

By Mark Schoeff Jr.
$200 million team from Valic signs on with LPL
INDEPENDENT BROKER DEALERS JUN 12, 2023
$200 million team from Valic signs on with LPL

Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.

By InvestmentNews
Firm headed by former NFL player joins LPL from Lincoln Financial
INDEPENDENT BROKER DEALERS JUN 06, 2023
Firm headed by former NFL player joins LPL from Lincoln Financial

Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.

By InvestmentNews
MassMutual promotes pair to leadership team, says goodbye to US head
LIFE INSURANCE AND ANNUITIES MAY 30, 2023
MassMutual promotes pair to leadership team, says goodbye to US head

Mike Fanning is retiring after 17 years as the insurer's US head, a period in which MassMutual grew into one of the top annuity providers in the US.

By Gregg Greenberg
Fixed annuity sales stayed hot in Q1, Limra says
LIFE INSURANCE AND ANNUITIES MAY 26, 2023
Fixed annuity sales stayed hot in Q1, Limra says

Total fixed annuity sales surged 101% to $70.9 billion in the first three months of 2023, compared with last year’s results.

By Gregg Greenberg
Survey shows inflation increases retirement savings worries
RETIREMENT PLANNING MAY 22, 2023
Survey shows inflation increases retirement savings worries

The American Council of Life Insurers included questions in the poll that it says show a DOL fiduciary rule would hinder access to retirement advice.

By Mark Schoeff Jr.
10 IBDs with the most annuity revenue in 2022
INDEPENDENT BROKER DEALERS MAY 19, 2023
10 IBDs with the most annuity revenue in 2022

Here are the firms that took in the most annuity revenue last year, as market volatility propelled record annuity sales.

By InvestmentNews
When fiduciary duty is at odds with what's right for clients
COMPLIANCE MAY 18, 2023
When fiduciary duty is at odds with what's right for clients

It's time for the financial services industry to rethink its rules when it comes to offsetting fees.

By Jeff Benjamin
GOP attorneys general go after climate-minded insurers
LIFE INSURANCE AND ANNUITIES MAY 17, 2023
GOP attorneys general go after climate-minded insurers

The Republican AGs are examining net-zero goals that insurance companies have agreed to as part of an industry group.

By Emile Hallez
Finra slaps MassMutual B-D with $250,000 fine for not promptly reporting customer complaints
LIFE INSURANCE AND ANNUITIES MAY 17, 2023
Finra slaps MassMutual B-D with $250,000 fine for not promptly reporting customer complaints

The disclosures that MML Investors Services delayed making included customer complaints and arbitrations, criminal charges and bankruptcies.

By Bruce Kelly
The annuity industry eyes another record year after 2022’s grand slam performance
RETIREMENT PLANNING MAY 15, 2023
The annuity industry eyes another record year after 2022’s grand slam performance

Like baseball star Aaron Judge, annuity sales set a record in ‘22. Here’s why the retirement income instrument could pop out of the dugout for a curtain call in ‘23.

By Gregg Greenberg
Company launches to evaluate annuity options in 401(k) plans
RETIREMENT PLANNING MAY 11, 2023
Company launches to evaluate annuity options in 401(k) plans

Annuity Research & Consulting will provide fee-only vetting of lifetime income options for company retirement plans.

By InvestmentNews
Guaranteed lifetime income products mark a new era of retirement plan design
OPINION MAY 11, 2023
Guaranteed lifetime income products mark a new era of retirement plan design

Fifty years after the passage of ERISA, the insurance industry has come to the rescue with solutions that allow retirement plans to address the problem of decumulation.

By Mitchell Shames
More companies try to lure workers with benefits
RETIREMENT PLANNING MAY 10, 2023
More companies try to lure workers with benefits

Mentions of employee benefits in job postings on a recruiting website have soared to the highest rates on record, with one in four jobs now offering retirement plans.

By Bloomberg
US annuity sales on track for another record-breaking quarter: Limra
RETIREMENT PLANNING MAY 04, 2023
US annuity sales on track for another record-breaking quarter: Limra

With investors seeking to lock in favorable payout rates before they begin to fall, the survey showed the income annuity market enjoying its highest quarterly sales ever, topping $4.1 billion.

By Gregg Greenberg
Wide gaps exist between retirement plans, employee needs: Transamerica
RETIREMENT PLANNING MAY 02, 2023
Wide gaps exist between retirement plans, employee needs: Transamerica

The Transamerica study shows 95% of workers value health insurance as an important benefit, but only 63% of employers offer it to their employees.

By Gregg Greenberg