Life Insurance And Annuities

Displaying 3461 results
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
RETIREMENT PLANNING 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
LIFE INSURANCE AND ANNUITIES 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
INDEPENDENT BROKER DEALERS 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
TIAA will offer HSA to its retirement plan clients
RETIREMENT PLANNING JAN 23, 2020
TIAA will offer HSA to its retirement plan clients

Accounts will offer TIAA and Nuveen mutual funds

By InvestmentNews
Small brokers push bill to ease audit rules despite challenging political environment
RETIREMENT PLANNING JAN 22, 2020
Small brokers push bill to ease audit rules despite challenging political environment

Legislation impacting financial advisers tries to get traction amid impeachment, election

By Mark Schoeff Jr.
Finra fines Prudential $1M over sloppy retirement-plan information
RETIREMENT PLANNING JAN 17, 2020
Finra fines Prudential $1M over sloppy retirement-plan information

Regulator says flawed communications left plan participants in dark about investment costs

By Mark Schoeff Jr.
Regulators crack down on teacher pension plans rife with conflicts
RETIREMENT PLANNING JAN 16, 2020
Regulators crack down on teacher pension plans rife with conflicts

Experts: Recent Delaware settlement a sign of things to come

By Mark Schoeff Jr.
Answers to the SEC's Reg BI FAQs depend on facts, circumstances
LIFE INSURANCE AND ANNUITIES JAN 14, 2020
Answers to the SEC's Reg BI FAQs depend on facts, circumstances

When the CFP Board provides guidance for its fiduciary standard, it uses case studies

By Mark Schoeff Jr.
Mitigating the 3 common conflicts of AUM fiduciaries
OPINION JAN 10, 2020
Mitigating the 3 common conflicts of AUM fiduciaries

Advisers who use an assets-under-management model should lead with planning and do what’s in the best interest of their clients at all turns

By Jamie Hopkins
It’s do-over season for Medicare Advantage plans
RETIREMENT PLANNING JAN 09, 2020
It’s do-over season for Medicare Advantage plans

Members can switch health and drug plans during the annual open enrollment, which runs through March

By Mary Beth Franklin
Nationwide offers app helping consumers deal with debt
FINTECH JAN 08, 2020
Nationwide offers app helping consumers deal with debt

‘Owe is me,’ according to Nationwide survey, which shows almost half of Americans are stressed by debt

By InvestmentNews
It's 2020, and the chase for big commissions is back
INDEPENDENT BROKER DEALERS JAN 08, 2020
It's 2020, and the chase for big commissions is back

The financial advice industry is priming the pump to increase sales of high-commission products

By Bruce Kelly