Life Insurance And Annuities

Displaying 3461 results
Retiree health care costs to rise despite Medicare premium decline
RETIREMENT PLANNING NOV 11, 2022
Retiree health care costs to rise despite Medicare premium decline

The one-year drop in premiums does not offset the overall inflation in health care costs.

By Mary Beth Franklin
How to identify the best annuity income options
OPINION NOV 10, 2022
How to identify the best annuity income options

There's increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully.

By Amber Kendrick
TAMPs and fee-based annuities headline first day of RIA Summit 2022
FINTECH NOV 07, 2022
TAMPs and fee-based annuities headline first day of RIA Summit 2022

Turnkey asset management platforms can help advisers grow their practices, panelists say.

By Ryan W. Neal
3 guaranteed-income strategies for an uncertain economy
RETIREMENT PLANNING NOV 07, 2022
3 guaranteed-income strategies for an uncertain economy

Investors are clamoring for guaranteed-income strategies this year primarily due to an uncertain stock market and spiraling inflation.

By Gregg Greenberg
LPL sees demand for yield products amid down market
INDEPENDENT BROKER DEALERS OCT 28, 2022
LPL sees demand for yield products amid down market

Commission revenue for fixed-income investments and annuities increased in the third quarter at LPL.

By Bruce Kelly
Merger to create mega life insurance marketing organization
LIFE INSURANCE AND ANNUITIES OCT 28, 2022
Merger to create mega life insurance marketing organization

Libra Insurance Partners and Insurance Designers of America have agreed to merge.

By InvestmentNews
Annuity sales soared again in third quarter
LIFE INSURANCE AND ANNUITIES OCT 27, 2022
Annuity sales soared again in third quarter

Total annuity sales rose 27% to $79.6 billion in Q3, Limra reported, while fixed-rate deferred annuity sales came in 159% higher than in the same quarter last year.

By Gregg Greenberg
ETF would give retail access to catastrophe bonds
LIFE INSURANCE AND ANNUITIES OCT 19, 2022
ETF would give retail access to catastrophe bonds

The ESG product would seek to expand disaster coverage and provide pricing transparency.

By Emile Hallez
Lead broker-dealer seller of GWG L bonds sues its insurers
ALTERNATIVES OCT 18, 2022
Lead broker-dealer seller of GWG L bonds sues its insurers

'No one is going to want to settle with broker-dealers over GWG claims until the bankruptcy is resolved,' an attorney said about the lawsuit filed by Emerson Equity.

By Bruce Kelly
Satisfaction down, regret up for insurance and annuity owners, says J.D. Power study
LIFE INSURANCE AND ANNUITIES OCT 13, 2022
Satisfaction down, regret up for insurance and annuity owners, says J.D. Power study

Customer satisfaction drops soon after life insurance and annuities are purchased according to a new survey.

By Gregg Greenberg
Hub acquires Northern California-based Quintes
RETIREMENT PLANNING OCT 06, 2022
Hub acquires Northern California-based Quintes

The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.

By InvestmentNews
Life insurance can be a valuable asset for seniors battling inflation
OPINION OCT 05, 2022
Life insurance can be a valuable asset for seniors battling inflation

Selling life insurance policies can help retirees meet expenses, but such transactions, known as life settlements, are overlooked by the financial planning world.

By Lucas Siegel
Concourse Financial names David Perry CEO
LIFE INSURANCE AND ANNUITIES OCT 04, 2022
Concourse Financial names David Perry CEO

Perry, who most recently served as the firm's chief operating officer, succeeds Doyle Williams, who is returning to parent company Protective Life.

By InvestmentNews
Republicans advocate for retirement investments in private equity, crypto
RETIREMENT PLANNING OCT 03, 2022
Republicans advocate for retirement investments in private equity, crypto

The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.

By Mark Schoeff Jr.
Insurance benefits seen as useful tool for attracting, retaining employees
RETIREMENT PLANNING SEP 26, 2022
Insurance benefits seen as useful tool for attracting, retaining employees

Limra estimates 86 million employees could have access to new insurance benefits within 2 years.

By InvestmentNews
New tool helps define retirement income styles
RETIREMENT PLANNING SEP 22, 2022
New tool helps define retirement income styles

The Retirement Income Style Awareness profile matrix matches clients' preferences with financial solutions.

By Mary Beth Franklin
Insurers talk big, spend small with diverse asset management firms
LIFE INSURANCE AND ANNUITIES SEP 20, 2022
Insurers talk big, spend small with diverse asset management firms

The largest American insurance companies have uneven track records with diversity when it comes to selecting asset managers.

By Joanne Cleaver
Clients want advice about their Medicare options
RETIREMENT PLANNING SEP 14, 2022
Clients want advice about their Medicare options

Most advisers agree they should be providing health care advice, but they say they need better tools.

By Mary Beth Franklin
Open enrollment tip: Don't just go with the group life insurance, get individual as well
LIFE INSURANCE AND ANNUITIES SEP 14, 2022
Open enrollment tip: Don't just go with the group life insurance, get individual as well

Bob Gaydos, CEO of Pendella, explains why employees need to focus on individual life insurance coverage.

By Gregg Greenberg
Integrity extends summer buying spree with Heartland purchase
LIFE INSURANCE AND ANNUITIES SEP 08, 2022
Integrity extends summer buying spree with Heartland purchase

Dallas-based Integrity is once again adding to its footprint with the the acquisition of Kansas City, Missouri-based Heartland.

By Gregg Greenberg