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No big price increases for Lincoln National annuities
CEO Dennis Glass lays out insurer's strategy for when interest rates rise.
Medicare: The next frontier
As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.
Firms challenged to create innovative retirement income products
Successfully addressing the post-accumulation phase and providing simplicity still difficult for the industry.
Finra charges SWS with improper supervision of VA transactions
SWS Financial Services charged with green-lighting variable annuity applications without proper review for suitability.
Pimco fortifies to take on the old boss
Monday Breakfast with Benjamin:Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs
FSI offers long-term disability, life insurance to members
Program guarantees members coverage at a group rate FSI has secured as the plan sponsor.
Caregiving costs hit family finances, employment, retirement
Nearly half of families spend more than $5,000 per year in caregiving expenses.
Why health care is the ultimate retirement wild card
New study focuses on the need to integrate health care and retirement planning.
A user’s guide to this week’s "Fedspeak"
On this morning's Breakfast with Benjamin menu, a guide to the Fed's upcoming comments, Calpers sends hedge funds out to pasture, getting on the stock-split bandwagon, and more.
Markets wait on the Fed’s next move
Breakfast with Benjamin: Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.
Advisers help clients brace for health care surprises in retirement
Though a client's potential health crisis can't be anticipated long before it comes, a plan can be sketched out.
Jackson National unveils tiered pricing for variable annuities
Starting next Monday, the firm will apply a five-level pricing scheme for certain contracts.
Jackson National extends variable annuity lead
Sales of Elite Access product helps firm stay ahead of Lincoln National, TIAA-CREF and AIG.
Long-term care carriers
Provider data covering new and in-force policies and premiums
Life insurance companies ranked by direct premiums
2013 rankings of insurance companies based on direct premiums
Employers want fiduciary duty for 401(k) plans, AARP survey finds
Brokers say they already work in clients' best interest, but formalizing it will eliminate their ability to service small accounts.
What top 401(k) plans do differently
A new ranking reveals which industries have the best plans — and what features set them apart.
Small businesses still ailing in wake of Affordable Care Act
The ACA has helped individuals, but small business employers continue to struggle with the new law. Plus: Don't miss our full Health Care Planning special report.
Bears are giving up and that could be a bad sign
Breakfast with Benjamin: What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
How higher Medicare premiums affect Social Security benefits
One woman finds out the real reason why her Social Security check declined.
