Life Insurance And Annuities

Displaying 3395 results
Jackson National looks to expand distribution of fee-only annuities
RIA NEWS FEB 11, 2019
Jackson National looks to expand distribution of fee-only annuities

Insurer partners with DPL Financial's insurance network to distribute annuity products through independent RIAs.

By Greg Iacurci
Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO
LIFE INSURANCE AND ANNUITIES FEB 07, 2019
Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO

Reynolds becomes chairman of Great-West Lifeco US

By InvestmentNews
Annuities group signs up for Rolling Stones tour
LIFE INSURANCE AND ANNUITIES FEB 07, 2019
Annuities group signs up for Rolling Stones tour

The Alliance for Lifetime Income will be sole sponsor of the band's shows in the U.S. this year.

By InvestmentNews
Retirement savings bill re-introduced in House with bipartisan backing
RETIREMENT PLANNING FEB 06, 2019
Retirement savings bill re-introduced in House with bipartisan backing

RESA measure would help small businesses offer 401(k) plans, ease use of annuities.

By Mark Schoeff Jr.
Genworth diverts $327 million to shore up long-term-care insurance
RETIREMENT PLANNING FEB 06, 2019
Genworth diverts $327 million to shore up long-term-care insurance

Firm also raised premiums an average 53% last year through the third quarter for some policyholders.

By Greg Iacurci
Trump State of the Union: What advisers want to hear
RETIREMENT PLANNING FEB 05, 2019
Trump State of the Union: What advisers want to hear

Some say he should take credit for the economy, others want him to reach across the aisle on taxes and health care.

By Mark Schoeff Jr.
Planning potholes and banana peels
RETIREMENT PLANNING FEB 04, 2019
Planning potholes and banana peels

Market volatility can pave the way for more important conversations than those beating the market and reducing your fees.

By Steve Gresham
William Galvin hits MetLife with $1 million fine for failing to keep track of pensioners
LIFE INSURANCE AND ANNUITIES DEC 19, 2018
William Galvin hits MetLife with $1 million fine for failing to keep track of pensioners

Massachusetts says insurance firm must pay retirees and beneficiaries who were 'presumed dead'

By Mark Schoeff Jr.
Retirement savings legislation dies in lame-duck Congress
RETIREMENT PLANNING DEC 19, 2018
Retirement savings legislation dies in lame-duck Congress

Proponents hope bill will be re-introduced early next year.

By Mark Schoeff Jr.
Annuity group says Ohio National poses risk to industry
LIFE INSURANCE AND ANNUITIES DEC 18, 2018
Annuity group says Ohio National poses risk to industry

Insured Retirement Institute says insurer's move to shore up its finances may create negative perception that harms annuity industry.

By Greg Iacurci
UBS sues Ohio National over lost variable annuity commissions
LIFE INSURANCE AND ANNUITIES DEC 17, 2018
UBS sues Ohio National over lost variable annuity commissions

Wirehouse joins handful of other firms seeking to prevent insurer from cutting off flow of adviser trails.

By Greg Iacurci
Lack of investment options plague HSAs
RETIREMENT PLANNING DEC 17, 2018
Lack of investment options plague HSAs

Retirement plan advisers can't match HSA investments with 401(k)s because of too few fund options.

By Greg Iacurci
Couples should coordinate Social Security, Medicare decisions
RETIREMENT PLANNING DEC 14, 2018
Couples should coordinate Social Security, Medicare decisions

Marital status and employment dictate signup deadlines.

By Mary Beth Franklin
Whiskey insurance is far from old-fashioned — demand is skyrocketing
ALTERNATIVES DEC 13, 2018
Whiskey insurance is far from old-fashioned — demand is skyrocketing

The rise in prices and attendant need for insurance give a view into the changing landscape of alternative investments.

By Bloomberg
Indexed annuity sales will soon eclipse those of variable annuities: Cerulli
LIFE INSURANCE AND ANNUITIES DEC 12, 2018
Indexed annuity sales will soon eclipse those of variable annuities: Cerulli

The marketing pitch of indexed annuities — upside potential with downside protection — seems to have resonated with investors and their advisers.

By Greg Iacurci
Couples should coordinate Social Security, Medicare decisions
RETIREMENT PLANNING DEC 12, 2018
Couples should coordinate Social Security, Medicare decisions

Marital status and employment dictate signup deadlines.

By Mary Beth Franklin
Financial decisions made by diverse populations more likely to revolve around others
RETIREMENT PLANNING DEC 11, 2018
Financial decisions made by diverse populations more likely to revolve around others

The new Prudential report surveyed members of diverse populations, including women, black Americans, Asian Americans, Latino Americans and members of the LGBTQ community

By Sarah Min
Questions abound as Ohio National stops commission payments this week
LIFE INSURANCE AND ANNUITIES DEC 11, 2018
Questions abound as Ohio National stops commission payments this week

Advisers are grappling with how to proceed, with their clients and their businesses, as the insurer's new annuity trail policy takes effect.

By Greg Iacurci
Finra exams find fault with sales of variable annuities, nontraded REITs and private placements
ALTERNATIVES DEC 07, 2018
Finra exams find fault with sales of variable annuities, nontraded REITs and private placements

Regulator highlights reps engaging in unsuitable product sales and firms not conducting appropriate due diligence.

By Greg Iacurci
Tax law dilutes this important break after year-end
RETIREMENT PLANNING DEC 06, 2018
Tax law dilutes this important break after year-end

Taking a deduction for out-of-pocket medical expenses will face a higher bar in 2019.

By Greg Iacurci