Life Insurance And Annuities

Displaying 3390 results
Weak state oversight of insurance sales hurts investors and advisers
LIFE INSURANCE AND ANNUITIES FEB 27, 2020
Weak state oversight of insurance sales hurts investors and advisers

Insurance salespeople had a part in selling the $1.2 billion Woodbridge Ponzi

By Bruce Kelly
Annuities group wants 401(k)s for all — including cannabis workers
RETIREMENT PLANNING FEB 26, 2020
Annuities group wants 401(k)s for all — including cannabis workers

The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past

By Emile Hallez
Massachusetts fiduciary rule won’t cover variable annuity sales
LIFE INSURANCE AND ANNUITIES FEB 26, 2020
Massachusetts fiduciary rule won’t cover variable annuity sales

The Securities Division says the state considers VAs to be insurance products, not securities

By Mark Schoeff Jr.
Bear market would bode well for fixed annuities: reports
RETIREMENT PLANNING FEB 24, 2020
Bear market would bode well for fixed annuities: reports

Low interest rates are hampering sales, but the SECURE Act and the threat of a market correction could change that

By Emile Hallez
Using trusts to fill the void of stretch IRAs and 401(k)s
RETIREMENT PLANNING FEB 19, 2020
Using trusts to fill the void of stretch IRAs and 401(k)s

The SECURE Act's 10-year window will cause many beneficiaries to spend rather than save, panelists said in an InvestmentNews webcast

By Emile Hallez
Annuity sales hit record in 2019 thanks to new breed of VA
RETIREMENT PLANNING FEB 18, 2020
Annuity sales hit record in 2019 thanks to new breed of VA

Strong fixed annuity sales and growing demand for registered index-linked annuities fuel last year's sales gain, according to a report from the Secure Retirement Institute

By Emile Hallez
Finra bars no-show former Woodbury broker
LIFE INSURANCE AND ANNUITIES FEB 14, 2020
Finra bars no-show former Woodbury broker

Regulator was investigating Ronald Hannes for taking client funds intended to be used for life insurance

By InvestmentNews
State regulators approve best-interest standard for annuity sales
LIFE INSURANCE AND ANNUITIES FEB 13, 2020
State regulators approve best-interest standard for annuity sales

Now individual states must adopt the measure through legislation or rule-making

By Mark Schoeff Jr.
A convicted felon barred twice from selling securities, this adviser clings to insurance
LIFE INSURANCE AND ANNUITIES FEB 13, 2020
A convicted felon barred twice from selling securities, this adviser clings to insurance

What does it take for an insurance agent to lose his license?

By Bruce Kelly
Trump budget could lead federal workers to put less money in Thrift Savings Plan
RETIREMENT PLANNING FEB 12, 2020
Trump budget could lead federal workers to put less money in Thrift Savings Plan

His proposed budget for 2021 lays out cuts to federal retirement benefits that would total $92 billion by 2030

By Emile Hallez
BofA starts selling benefits packages to corporate banking customers
RETIREMENT PLANNING FEB 12, 2020
BofA starts selling benefits packages to corporate banking customers

The company is pursuing more business with those clients by providing 401(k)s, HSAs and other benefits

By Emile Hallez
Plan advisers get some relief on proposed California privacy regs
RIA NEWS FEB 10, 2020
Plan advisers get some relief on proposed California privacy regs

The state's new data-privacy law created a disclosure headache

By Emile Hallez
Brokerage groups spend more on lobbying than adviser organizations
RIA NEWS FEB 07, 2020
Brokerage groups spend more on lobbying than adviser organizations

The top issues that groups targeted for Capitol Hill influence were the SECURE Act and a financial transactions tax

By Mark Schoeff Jr.
Ohio National settles with Kestra over VA commissions
RETIREMENT PLANNING FEB 07, 2020
Ohio National settles with Kestra over VA commissions

The insurer faces one less lawsuit over its termination of trail compensation

By Emile Hallez
Annuities are heading to 401(k)s
RETIREMENT PLANNING FEB 06, 2020
Annuities are heading to 401(k)s

The SECURE Act makes it more likely that employer-sponsored plans will add insurance products, and advisers will have ample opportunities to help clients

By Emile Hallez
After Rolling Stones tour, annuity group turns to research
RETIREMENT PLANNING FEB 05, 2020
After Rolling Stones tour, annuity group turns to research

The SECURE Act could boost annuities in 401(k)s, and an industry group wants to help insurers break into that market

By Emile Hallez
Trade associations plan to step up political spending in campaign year
RIA NEWS FEB 03, 2020
Trade associations plan to step up political spending in campaign year

The Financial Services Institute and an insurance group are among those varying from their pace in previous cycles

By Mark Schoeff Jr.
Banned from selling securities but still hawking insurance
LIFE INSURANCE AND ANNUITIES JAN 28, 2020
Banned from selling securities but still hawking insurance

Three salesmen barred for selling the Woodbridge Ponzi scheme still have state licenses to sell insurance

By Bruce Kelly
Lincoln annuity seeks to ride TDFs' coattails
RETIREMENT PLANNING JAN 24, 2020
Lincoln annuity seeks to ride TDFs' coattails

Its new guaranteed-income annuity is the first to invest solely in target-date funds

By Emile Hallez
Security Benefit's legal woes over indexed annuities persist
LIFE INSURANCE AND ANNUITIES JAN 24, 2020
Security Benefit's legal woes over indexed annuities persist

Ten plaintiffs have teamed up in a class action alleging that the insurer misled contract holders about the performance of its proprietary indexes

By Emile Hallez