The SEC says in the final rule that it solicited feedback on hypothetical forms
Insurers have started pulling some products amid volatility and low interest rates
People near retirement are the most at risk from the sell-off, and advisers have several recommendations for them
Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums
Summary prospectuses will be considerably shorter than the documents customers currently receive
The deal will combine the world's second- and third-biggest insurance brokerages
The products encourage clients to use health savings accounts as investment vehicles
What will a new insurance model rule for states mean for advisers who sell annuities? And what is the goal of the new Retirement Income Institute?
The self-regulatory agency this week barred registered rep Louis Cook
The financial services firm is the latest to be targeted for including proprietary products in its retirement plan
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
Insurance salespeople had a part in selling the $1.2 billion Woodbridge Ponzi
The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past
The Securities Division says the state considers VAs to be insurance products, not securities
Low interest rates are hampering sales, but the SECURE Act and the threat of a market correction could change that
The SECURE Act's 10-year window will cause many beneficiaries to spend rather than save, panelists said in an InvestmentNews webcast
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
Regulator was investigating Ronald Hannes for taking client funds intended to be used for life insurance
Now individual states must adopt the measure through legislation or rule-making
What does it take for an insurance agent to lose his license?
