Life Insurance And Annuities

Displaying 3461 results
After Ohio National decision, the fine print of annuity trails is now a must-read
LIFE INSURANCE AND ANNUITIES OCT 13, 2018
After Ohio National decision, the fine print of annuity trails is now a must-read

Broker-dealers are questioning Ohio National Financial Services' decision to terminate service agreements, and rest assured they will demand more commission protections in future contracts.

By crain-api
2019 Medicare premiums announced
RETIREMENT PLANNING OCT 12, 2018
2019 Medicare premiums announced

Slight increase in Part B premium to $135.50 per month is in line with expectations.

By Mary Beth Franklin
In cases that could tarnish a broker's reputation, Finra must do better
LIFE INSURANCE AND ANNUITIES OCT 09, 2018
In cases that could tarnish a broker's reputation, Finra must do better

Finra charged Stanley Niekras in 2016 with violating industry catch all Rule 2010, but couldn't produce testimony from key witnesses.

By Bruce Kelly
How Ohio National's move may lead to 'unscrupulous' broker behavior with annuities
INDEPENDENT BROKER DEALERS OCT 04, 2018
How Ohio National's move may lead to 'unscrupulous' broker behavior with annuities

If other insurers also start to terminate VA trail commissions, brokers might opt to take upfront sales commissions instead and start churning their clients' annuities.

By Greg Iacurci
A guide to Medicare open enrollment
RETIREMENT PLANNING OCT 04, 2018
A guide to Medicare open enrollment

Medicare enrollees should review their drug coverage and Advantage plans for 2019.

By Mary Beth Franklin
Transamerica pays $195 million to settle lawsuit over universal life insurance
LIFE INSURANCE AND ANNUITIES OCT 04, 2018
Transamerica pays $195 million to settle lawsuit over universal life insurance

Suit alleged the insurer improperly increased monthly costs to avoid guaranteed monthly interest payments.

By Ryan W. Neal
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