Life Insurance And Annuities

Displaying 3395 results
Why You Needed a Continuity Plan Yesterday
OPINION OCT 04, 2018
Why You Needed a Continuity Plan Yesterday

With many people depending on a practice to continue operating in an advisor's absence, it's vital to have a detailed continuity plan. Learn how to get started on yours today.

By Roger Verboon
Mary Beth Franklin: Slowing drug costs temper health care inflation
RETIREMENT PLANNING OCT 03, 2018
Mary Beth Franklin: Slowing drug costs temper health care inflation

But medical expenses will consume a growing portion of retirement budgets.

By Mary Beth Franklin
Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities
INDEPENDENT BROKER DEALERS OCT 02, 2018
Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities

Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.

By Greg Iacurci
Long-term-care insurance gets a boost, but there's more to do
RETIREMENT PLANNING SEP 29, 2018
Long-term-care insurance gets a boost, but there's more to do

Kudos to the NAIC for making LTC policies safer.

By crain-api
An adviser's guide to Medicare open enrollment
RETIREMENT PLANNING SEP 28, 2018
An adviser's guide to Medicare open enrollment

Encourage clients to review their drug coverage and Advantage plans for 2019.

By Mary Beth Franklin
John Hancock testing wellness programs for long-term-care policyholders
RETIREMENT PLANNING SEP 28, 2018
John Hancock testing wellness programs for long-term-care policyholders

The insurer, which recently doubled down on a strategy to encourage healthy living among life-insurance clients, is now doing the same on the LTC side.

By Greg Iacurci
Health-care planning presents an opportunity for advisers
RETIREMENT PLANNING SEP 27, 2018
Health-care planning presents an opportunity for advisers

New tools calculate costs, potential savings and solutions.

By Mary Beth Franklin
House approves retirement-savings bill that eases use of annuities in workplace plans
RETIREMENT PLANNING SEP 27, 2018
House approves retirement-savings bill that eases use of annuities in workplace plans

Supporters hope Senate will move similar legislation to increase chances in lame-duck session

By Mark Schoeff Jr.
Secrets Behind Success: How do top firms retain great talent? (Hint: It's not all about the money)
RETIREMENT PLANNING SEP 26, 2018
Secrets Behind Success: How do top firms retain great talent? (Hint: It's not all about the money)

Most leaders at some point have found themselves discussing how to “keep” a certain talented individual from leaving the organization. There are several powerful tools for retention, but which strategies are proven to deliver real results?

By Gillian Albert
How advisers can help cancer patients tackle financial distress
OPINION SEP 21, 2018
How advisers can help cancer patients tackle financial distress

The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign

By Jon Dauphiné
Orthodontists aren't smiling about teeth-straightening startups
RETIREMENT PLANNING SEP 20, 2018
Orthodontists aren't smiling about teeth-straightening startups

Companies like SmileDirectClub will correct misaligned teeth for much less money.

By Bloomberg
Insurance executives push House to add annuity provision to tax reform bill
RETIREMENT PLANNING SEP 20, 2018
Insurance executives push House to add annuity provision to tax reform bill

Insurance executives back measure making it easier to add lifetime income features to workplace savings plans.

By Mark Schoeff Jr.
Indexed annuity sales grow among wirehouses, independent broker-dealers
INDEPENDENT BROKER DEALERS SEP 20, 2018
Indexed annuity sales grow among wirehouses, independent broker-dealers

A product design that's more palatable to brokers and a bigger roster of familiar carriers have raised the product profile for brokers.

By Greg Iacurci
Universal life insurance lawsuits underscore product risk
LIFE INSURANCE AND ANNUITIES SEP 19, 2018
Universal life insurance lawsuits underscore product risk

Universal life insurance lawsuits may cause you to rethink your policy.

By Jonathan Russell
Western & Southern buys Gerber Life Insurance in $1.55 billion deal
LIFE INSURANCE AND ANNUITIES SEP 18, 2018
Western & Southern buys Gerber Life Insurance in $1.55 billion deal

Gerber Life has $52 billion of life insurance in force and covers 3.6 million policies for individuals.

By Greg Iacurci
Fixed annuities are on a tear
LIFE INSURANCE AND ANNUITIES SEP 14, 2018
Fixed annuities are on a tear

Fixed annuities are positioned for a record year, with fixed-rate deferred and indexed annuities driving the growth.

By Greg Iacurci
RETIREMENT PLANNING SEP 13, 2018
States try to beat back rate increases on long-term-care policies

Rules adopted by 41 states have held down rate increases on newer policies, but some advisers remain skeptical of traditional LTC insurance.

By Greg Iacurci
Life insurance is not for saving
OPINION SEP 11, 2018
Life insurance is not for saving

Buying a life insurance policy is one of the most expensive ways to invest

By Blair duQuesnay
Merrill Lynch takes two avenues with annuity commissions
LIFE INSURANCE AND ANNUITIES SEP 10, 2018
Merrill Lynch takes two avenues with annuity commissions

Policy effectively creates a dual approach for Merrill's 17,000-plus advisers.

By Greg Iacurci
Ohio National, a big variable annuity provider, exits the annuity business
RETIREMENT PLANNING SEP 07, 2018
Ohio National, a big variable annuity provider, exits the annuity business

Ohio National cited the regulatory climate and sustained low interest rates as reasons why it was going to stop selling annuities.

By Greg Iacurci