Life Insurance And Annuities

Displaying 3388 results
Insurance lobby plans blitz to get retirement bills through Congress quickly
LIFE INSURANCE AND ANNUITIES APR 24, 2019
Insurance lobby plans blitz to get retirement bills through Congress quickly

Effort off to fast start with bipartisan House support, but skeptics questions annuities provision.

By Mark Schoeff Jr.
The drawback of Richard Thaler's 401(k)-Social Security idea? Social Security itself
RETIREMENT PLANNING APR 22, 2019
The drawback of Richard Thaler's 401(k)-Social Security idea? Social Security itself

Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work.

By Greg Iacurci
A new way to look at retirement income planning
OPINION APR 22, 2019
A new way to look at retirement income planning

Bucketed investing gives retirees an intuitive understanding of their finances, but administering this approach can be time-consuming for advisers

By Natalie Wolfsen
Variable annuity sales up big among independent broker-dealers
INDEPENDENT BROKER DEALERS APR 19, 2019
Variable annuity sales up big among independent broker-dealers

Interest-rate environment, growth of buffered annuities and loss of the DOL fiduciary rule helped grow sales by $3.7 billion last year.

By Greg Iacurci
The cost of putting off enrolling in a Medicare drug plan
RETIREMENT PLANNING APR 15, 2019
The cost of putting off enrolling in a Medicare drug plan

Healthy seniors who sign up late face possible sticker shock.

By Mary Beth Franklin
Two women arrested for defrauding elderly California woman
LIFE INSURANCE AND ANNUITIES APR 12, 2019
Two women arrested for defrauding elderly California woman

Insurance agent Erica Salda and financial adviser Wendy Foster sold the victim 25 annuities over 10 years.

By Ryan W. Neal
Envestnet adds loan facility to platform
FINTECH APR 09, 2019
Envestnet adds loan facility to platform

'Credit Exchange' will enable advisers to offer pre-qualified loans to clients.

By Bloomberg
Commonwealth case against Ohio National should be arbitrated, court rules
LIFE INSURANCE AND ANNUITIES APR 08, 2019
Commonwealth case against Ohio National should be arbitrated, court rules

Broker-dealer's claim involves insurer's decision to stop paying trail commissions.

By Mark Schoeff Jr.
Indexed annuity sales projected to grow nearly 40% by 2023
LIFE INSURANCE AND ANNUITIES APR 05, 2019
Indexed annuity sales projected to grow nearly 40% by 2023

Continued market volatility and rising interest rates will push fixed annuities to new highs, Limra estimates.

By Greg Iacurci
Finra fines former LPL rep $5,000 over viatical sale
LIFE INSURANCE AND ANNUITIES APR 05, 2019
Finra fines former LPL rep $5,000 over viatical sale

LPL terminated Scott Klor in 2017 for violating firm policies.

By InvestmentNews
Fidelity says retirees can expect to spend $285,000 on health care
RETIREMENT PLANNING APR 02, 2019
Fidelity says retirees can expect to spend $285,000 on health care

Annual study says total estimated cost has risen more slowly in past two years.

By Bloomberg
New annuities starting to address RMDs
RETIREMENT PLANNING APR 01, 2019
New annuities starting to address RMDs

Allianz's new indexed annuity could be a forerunner for how insurers will seek to keep assets in-house as baby boomers are forced to withdraw retirement savings.

By Greg Iacurci
Jackson National loses top annuity sales spot to AIG
LIFE INSURANCE AND ANNUITIES MAR 26, 2019
Jackson National loses top annuity sales spot to AIG

A surge in fixed and indexed annuity sales last year helped AIG boost its annuity sales by $4.1 billion.

By Greg Iacurci
Ameriprise offloads $1.7 billion in fixed annuities
LIFE INSURANCE AND ANNUITIES MAR 20, 2019
Ameriprise offloads $1.7 billion in fixed annuities

Firm is trying to shift its business mix, freed up $200 million in capital.

By Greg Iacurci
Carolyn McClanahan talks aging, prostates and going out of business
RETIREMENT PLANNING MAR 20, 2019
Carolyn McClanahan talks aging, prostates and going out of business

Most advisers have a tough time discussing health issues with clients — and that imperils them.

By Greg Iacurci
Indexed universal life insurance sales continue hot streak
LIFE INSURANCE AND ANNUITIES MAR 15, 2019
Indexed universal life insurance sales continue hot streak

Sales broke a record last year despite rules that observers believed would slow them down.

By Greg Iacurci
Genworth move could signal big shift in distribution of long-term-care insurance
RETIREMENT PLANNING MAR 14, 2019
Genworth move could signal big shift in distribution of long-term-care insurance

Insurers may turn to direct-to-consumer sales only, bypassing brokers and insurance agents.

By Greg Iacurci
Clients don't trust you? Here's a perfect product to pitch
LIFE INSURANCE AND ANNUITIES MAR 13, 2019
Clients don't trust you? Here's a perfect product to pitch

Berkley FinSecure says its anti-embezzlement policy is a first.

By InvestmentNews
ACLI comes off bench to support legislation requiring employers offer access to retirement plans
LIFE INSURANCE AND ANNUITIES MAR 12, 2019
ACLI comes off bench to support legislation requiring employers offer access to retirement plans

Life insurance organization argues automatic plans would be 'marketplace solution,' not big government.

By Mark Schoeff Jr.
GE expects $1.7 billion in rate increases for long-term care policies
RETIREMENT PLANNING MAR 07, 2019
GE expects $1.7 billion in rate increases for long-term care policies

The announcement comes a year after GE said it would need to inject roughly $15 billion to shore up its long-term care reserves.

By Greg Iacurci