Life Insurance And Annuities

Displaying 3388 results
Fixed indexed annuities continue their surge with record sales year
LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Fixed indexed annuities continue their surge with record sales year

Market volatility, a larger market of sellers and a boost among previously uninterested distribution channels has contributed to the growth.

By Greg Iacurci
Voya lowers caps, participation rates on indexed universal life policies
LIFE INSURANCE AND ANNUITIES FEB 19, 2016
Voya lowers caps, participation rates on indexed universal life policies

Voya is reacting to rising market volatility, and policyholders could see less contract returns as a result.

By Greg Iacurci
The largest variable annuity providers
LIFE INSURANCE AND ANNUITIES FEB 17, 2016
The largest variable annuity providers

By Mark Bruno
New rules for indexed universal life insurance underscore due diligence concerns
LIFE INSURANCE AND ANNUITIES FEB 17, 2016
New rules for indexed universal life insurance underscore due diligence concerns

Actuarial Guideline 49, the second phase of which goes into effect next month, highlights how advisers can't rely on illustrations when assessing the strength of a policy.

By Greg Iacurci
Are your clients using the wrong account to save for retirement?
RETIREMENT PLANNING FEB 08, 2016
Are your clients using the wrong account to save for retirement?

Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.

By Mary Beth Franklin
What advisers need to know about popular long-term-care products
RETIREMENT PLANNING FEB 05, 2016
What advisers need to know about popular long-term-care products

Deciding between traditional and combination products can be difficult, but better understanding plan features can help.

By Greg Iacurci
Advisers shouldn't sweat MetLife's U.S. retail split
LIFE INSURANCE AND ANNUITIES JAN 26, 2016
Advisers shouldn't sweat MetLife's U.S. retail split

Insurer says the spinoff would be financially strong, and insurance contracts would remain with their original carriers.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES JAN 24, 2016
Solid risk management system should include insurance planning to protect assets

Make sure the most fundamental protections your clients require are in place

By Kevin Lynch
Legacy planning is not just for the rich and famous
LIFE INSURANCE AND ANNUITIES JAN 22, 2016
Legacy planning is not just for the rich and famous

We all have a legacy, whether planned or unplanned. Active planning allows us to pass on a financial legacy.

By James T. (Jim) Swink
Fidelity now wants workers' health insurance
RETIREMENT PLANNING JAN 21, 2016
Fidelity now wants workers' health insurance

By Bloomberg
LIFE INSURANCE AND ANNUITIES JAN 17, 2016
Advisers should pay attention when regulators lay out exam priorities

Broker-dealers and advisory firms would be foolish not to take regulatory priority letters seriously.

By MFXFeeder
LIFE INSURANCE AND ANNUITIES JAN 13, 2016
MetLife in talks with MassMutual for possible sale of U.S. adviser unit

The life insurer eyes a possible sale of the company's U.S. adviser force as it reshapes its business mix to limit government oversight.

By Bloomberg
Finra to seek a 'significant fine' from MetLife over variable annuity sales
INDEPENDENT BROKER DEALERS DEC 29, 2015
Finra to seek a 'significant fine' from MetLife over variable annuity sales

Regulator focuses on potential violations regarding misrepresentations, suitability, and supervision

By Bloomberg
Clients need prep for long-term care
RETIREMENT PLANNING DEC 28, 2015
Clients need prep for long-term care

Few have planned for such care, but 70% of 65-year-olds will require it in their future.

By Jamie Hopkins
Broker-dealer settles variable annuity allegations for $475,000
LIFE INSURANCE AND ANNUITIES DEC 18, 2015
Broker-dealer settles variable annuity allegations for $475,000

Finra alleges a New Jersey-based broker-dealer failed to reasonably supervise VA sales.

By Greg Iacurci
Rethinking retirement income replacement rules
RETIREMENT PLANNING DEC 18, 2015
Rethinking retirement income replacement rules

Current 80% savings target may be too high — unless you get sick.

By Mary Beth Franklin
Don't shrug off health care conversations with clients
RETIREMENT PLANNING DEC 17, 2015
Don't shrug off health care conversations with clients

As health costs become top-of-mind for clients, savvy advisers will reap the benefits.

By Greg Iacurci
Variable annuity products get more variable
LIFE INSURANCE AND ANNUITIES DEC 15, 2015
Variable annuity products get more variable

Insurers have debuted products that allow for change in payout rate, rider fees and roll-up rates under certain conditions.

By Greg Iacurci
Fixed indexed annuities notch record sales quarter
LIFE INSURANCE AND ANNUITIES DEC 14, 2015
Fixed indexed annuities notch record sales quarter

Investors continue to migrate to fixed indexed annuities and shy away more from variable annuities amid low interest rates and market volatility.

By Greg Iacurci
Senators ask Obama to speed up multistate insurance registry
LIFE INSURANCE AND ANNUITIES DEC 14, 2015
Senators ask Obama to speed up multistate insurance registry

The initiative, signed into law in January, can't get off the ground until the president nominates members to the registry's board.

By Mark Schoeff Jr.