Life Insurance And Annuities

Displaying 3390 results
Inflation to boost future retiree health care costs
RETIREMENT PLANNING MAR 16, 2022
Inflation to boost future retiree health care costs

A new report shows that even a brief period of inflationary pressures will have long-term impact on expenses.

By Mary Beth Franklin
Cetera B-D on hook for $2.66 million arbitration claim stemming from REITs, annuities
ALTERNATIVES MAR 14, 2022
Cetera B-D on hook for $2.66 million arbitration claim stemming from REITs, annuities

In an unusual aspect of the investors' claim and subsequent award against First Allied Securities, the $2.66 million in damages requested matched the amount the three arbitrators awarded.

By Bruce Kelly
Helping investors ‘weatherize’ their retirement dollars
OPINION MAR 11, 2022
Helping investors ‘weatherize’ their retirement dollars

As inflationary pressures mount, retirement savers are looking for solutions that offer growth opportunities while limiting downside risk.

By Philip E. Caminiti
Retiring in an age of uncertainty
RETIREMENT PLANNING MAR 10, 2022
Retiring in an age of uncertainty

Both new and existing retirees face the challenge of generating steady income in the low-interest-rate environment, which calls into question the traditional 60/40 investment strategy.

By Mary Beth Franklin
Hub acquires employee-benefit consultant and insurance broker
LIFE INSURANCE AND ANNUITIES MAR 09, 2022
Hub acquires employee-benefit consultant and insurance broker

The company said it's buying Beaverton, Oregon-based Niedermeyer Risk Management and Kirkland, Washington-based Pacific Northwest Insurance.

By InvestmentNews
AIG, Reliance Standard launch index annuities
LIFE INSURANCE AND ANNUITIES MAR 08, 2022
AIG, Reliance Standard launch index annuities

The new products include features that are designed to protect against volatility and increase income.

By InvestmentNews
Retirement savings legislation continues to percolate on Capitol Hill
RETIREMENT PLANNING MAR 02, 2022
Retirement savings legislation continues to percolate on Capitol Hill

Among the provisions of a draft bill are one that would improve fee disclosures in defined-contribution plans and another that would allow annuities as qualified investment default alternatives in plans.

By Mark Schoeff Jr.
DOL sues employee benefit plan fiduciaries for over $2.8 million
LIFE INSURANCE AND ANNUITIES MAR 02, 2022
DOL sues employee benefit plan fiduciaries for over $2.8 million

The Labor Department charges a Chicago fund's fiduciaries and counsel with committing multiple ERISA violations.

By InvestmentNews
Americans want new ways to generate retirement income
OPINION FEB 24, 2022
Americans want new ways to generate retirement income

Why aren't advisers talking to clients about the solutions that are out there? Many investors are still choosing only traditional investment vehicles and missing the complementary role annuities can play in retirement portfolios.

By Chris Blunt
Morningstar partners with Hueler on annuities
RETIREMENT PLANNING FEB 16, 2022
Morningstar partners with Hueler on annuities

Morningstar Retirement Manager will use Hueler's platform to help individuals include guaranteed income products in their retirement plans.

By InvestmentNews
Flat-fee annuity for RIAs adds more investment choices
RETIREMENT PLANNING FEB 15, 2022
Flat-fee annuity for RIAs adds more investment choices

DFA and Midland National are working with RetireOne on its contingent deferred annuity, which launched last October.

By InvestmentNews
Fintech raises $5.1 million to expand annuity platform for 401(k)s
RETIREMENT PLANNING FEB 14, 2022
Fintech raises $5.1 million to expand annuity platform for 401(k)s

Major insurers including Allianz Life, Franklin Templeton and Pacific Life are joining a venture firm in backing San Francisco-based Micruity.

By InvestmentNews
Employee-paid benefits? Huh?
RETIREMENT PLANNING FEB 14, 2022
Employee-paid benefits? Huh?

Just half of those eligible take advantage of voluntary benefits, survey finds.

By InvestmentNews
LPL nabs MassMutual advisers managing $550 million
INDEPENDENT BROKER DEALERS FEB 08, 2022
LPL nabs MassMutual advisers managing $550 million

The six-adviser team in St. Louis, Planify Group, is affiliating through super OSJ Cornerstone Wealth Management.

By InvestmentNews
Caribou lands $3 million to manage health care costs for clients
RETIREMENT PLANNING FEB 02, 2022
Caribou lands $3 million to manage health care costs for clients

The health care planning fintech is aiming to make complex health insurance decisions easier by collecting data about clients’ plans, usage and medications to find the best possible strategies.

By Sean Allocca
Lincoln partners with CHIP to broaden access to advice
LIFE INSURANCE AND ANNUITIES JAN 28, 2022
Lincoln partners with CHIP to broaden access to advice

The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.

By InvestmentNews
Annuity sales rose 16% last year
LIFE INSURANCE AND ANNUITIES JAN 27, 2022
Annuity sales rose 16% last year

Data collected by the Secure Retirement Institute show gains in all annuity categories in 2021.

By InvestmentNews
$2 billion in GWG junk bonds sold by advisers are under pressure
ALTERNATIVES JAN 26, 2022
$2 billion in GWG junk bonds sold by advisers are under pressure

GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.

By Bruce Kelly
What inflation could mean for annuities
RETIREMENT PLANNING JAN 24, 2022
What inflation could mean for annuities

Many people are likely wondering how heightened inflation will affect their retirement goals, including the role of insurance products they already own or are considering.

By Emile Hallez
TIAA offers annuity to corporate retirement plans
RETIREMENT PLANNING JAN 21, 2022
TIAA offers annuity to corporate retirement plans

The deferred fixed annuity is designed to be used as an allocation within managed accounts or custom target-date model portfolios in 401(k)s.

By InvestmentNews