Life Insurance And Annuities

Displaying 3386 results
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
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