Congress might double contribution limits separately if health care bill falls apart in Senate, consultant says.
Uncertainty around the rule may be contributing to tentativeness from advisers and distributors.
The DOL rule that requires acting in clients' best interests will apply to these accounts.
Summit Equities sold 1,037 individual variable annuity contracts to its customers during the time period cited by Finra.
Walter Marino allegedly profited from advising elderly clients to buy new contracts.
Some firms that currently allow advisers to report indexed-annuity sales as outside business are considering bringing it in-house to better monitor their brokers, control risk and potentially take a cut.
DOL fiduciary rule inspires questions about whether annuity transactions' current suitability standard is sufficient.
Expect rapid product innovation and growing demand in this area, along with considerable business opportunity
Distinguishing yourself from life insurance sales people leads to better working relationships and ensures your clients' best interests are served.
If your clients are considering private placement life insurance or private placement variable annuities, here's what you should consider as part of the planning process.
Re-engineered, investment vehicles could provide alternative for retirement income.
Financial advisers should incorporate health care planning into their practices.
Wall Street Journal columnist notes health care resolution must come first, making any tax reform more distant.
Recent rules have led to some improvements in policy illustrations, but observers still see room to make them even better.
Life insurance is the last, largest, most-neglected asset on clients' balance sheets and in desperate need of management.
Consumers want products that offer peace of mind and make it easier to manage a budget in retirement.
The House Republican approach kills investment-income levies, but the breadth of coverage could shrink.
