Life Insurance And Annuities

Displaying 3390 results
NFP taps two as co-presidents in Northeast
RETIREMENT PLANNING JAN 20, 2022
NFP taps two as co-presidents in Northeast

Kate Henry and Mike Walsh will lead the region for the insurance broker.

By InvestmentNews
Medicare do-over season
RETIREMENT PLANNING JAN 20, 2022
Medicare do-over season

Those who missed enrolling in the program when they were first eligible get a second chance during Medicare's general enrollment period, which runs from Jan. 1 through March 31 each year.

By Mary Beth Franklin
ESG fund asset managers need to provide clarity for investors
OPINION JAN 12, 2022
ESG fund asset managers need to provide clarity for investors

Given the disconnect between what ESG investors expect and what some ESG funds are actually investing in, it's time for some serious reputation risk management.

By Nir Kossovsky, Denise Williamee and Peter Gerken
Pacific Life to pay $3 million for doing unlicensed business
RETIREMENT PLANNING JAN 07, 2022
Pacific Life to pay $3 million for doing unlicensed business

New York says insurer improperly engaged in pension risk transfer business.

By InvestmentNews
Washington state to delay assessing long-term care premiums
RETIREMENT PLANNING DEC 17, 2021
Washington state to delay assessing long-term care premiums

Gov. Jay Inslee says legislators need time to refine the program, the Washington Cares Fund.

By InvestmentNews
How different are retirement portfolios built by investors, advisers?
RETIREMENT PLANNING DEC 08, 2021
How different are retirement portfolios built by investors, advisers?

Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.

By Emile Hallez
Insurance network for RIAs says MYGA is the future for annuity sales
RIA NEWS DEC 02, 2021
Insurance network for RIAs says MYGA is the future for annuity sales

DPL added 11 more multi-year guaranteed annuities, or MYGAs, to its commission-free marketplace, which previously included a single product in that category.

By Emile Hallez
First client for State Street's target-date and annuity feature is a $35B plan group
RETIREMENT PLANNING NOV 30, 2021
First client for State Street's target-date and annuity feature is a $35B plan group

State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.

By Emile Hallez
Kentucky, Mississippi latest states to adopt annuity best interest rule
RETIREMENT PLANNING NOV 18, 2021
Kentucky, Mississippi latest states to adopt annuity best interest rule

In a recent speech, SEC Commissioner Allison Herren Lee pointed out how the annuity rule differs from Reg BI on mitigating conflicts of interest.

By Mark Schoeff Jr.
Fidelity rolls out product allowing 401(k) participants to buy annuities
RETIREMENT PLANNING NOV 18, 2021
Fidelity rolls out product allowing 401(k) participants to buy annuities

Guaranteed Income Direct is integrated into Fidelity’s employee benefits portal and offers workers immediate income annuities at institutional pricing from the insurance company of their choice.

By InvestmentNews
New legislation targets registered index-linked annuities
LIFE INSURANCE AND ANNUITIES NOV 15, 2021
New legislation targets registered index-linked annuities

Developing a tailored regulatory filing form for RILAs could help investors better understand the product. The proposal has the backing of the insurance industry and investor advocates.

By Mark Schoeff Jr.
Lawsuit seeks to head off WA Cares insurance program
RETIREMENT PLANNING NOV 15, 2021
Lawsuit seeks to head off WA Cares insurance program

Opponents of Washington's long-term care insurance program are claiming that it violates a handful of laws.

By Emile Hallez
Future challenges for the advice business
RETIREMENT PLANNING NOV 15, 2021
Future challenges for the advice business

Seven industry notables offer their views on what the financial advice business will look like in coming years.

By InvestmentNews
People keep buying annuities at a rapid pace
RETIREMENT PLANNING OCT 28, 2021
People keep buying annuities at a rapid pace

Sales dipped slightly during the third quarter compared with the second, a report finds, but the year is still on pace to be the biggest since 2008.

By Emile Hallez
Nationwide, Capital Group create target-date with annuity
RETIREMENT PLANNING OCT 19, 2021
Nationwide, Capital Group create target-date with annuity

The product, which will be offered in defined-contribution plans, is engineered to deliver 6% income at retirement.

By InvestmentNews
Insurance products are morphing into securities
RIA NEWS OCT 13, 2021
Insurance products are morphing into securities

Carson Group Excell conference whets the appetite of advisers looking for fee-based insurance products.

By Jeff Benjamin
Halo Investing raises $100 million
ALTERNATIVES OCT 12, 2021
Halo Investing raises $100 million

The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.

By InvestmentNews
Fidelity's HSA business grew 50% in a year
RETIREMENT PLANNING OCT 11, 2021
Fidelity's HSA business grew 50% in a year

The biggest players are getting bigger, with the top four increasing their share of the health savings account market from 56% to 60%, according to a recent report by Morningstar Inc.

By Emile Hallez
Jackson National introduces index-linked annuities
LIFE INSURANCE AND ANNUITIES OCT 11, 2021
Jackson National introduces index-linked annuities

The insurance provider has created versions of the new product for commission-based and fee-based advisers.

By InvestmentNews
BlackRock lands clients for its 401(k) annuity product
RETIREMENT PLANNING OCT 07, 2021
BlackRock lands clients for its 401(k) annuity product

The retirement plan sponsors that have signed on for the new service, which mixes target-date funds and annuities, collectively represent more than $7.5 billion in plan assets.

By Emile Hallez