Mass consumer confusion regarding health care expenses in retirement makes it even more imperative for advisers to discuss the topic with clients.
Helping your clients think through the timing of Medicare coverage can be very beneficial, especially considering the significant impact health care costs have on retirement income
Fixed indexed annuities lost a favorable exemption they enjoyed under the proposed rule, and the impact on variable annuities likely won't be much changed from original forecasts.
51% of advisers say the rule will help their businesses, an improvement from 2015 when only 27% saw the regulation helping.
Does Medicare cover long-term care? Is it as good as employer group insurance? Here are the answers to the top questions from advisers and clients.
Workers and retirees worry about how to pay for current and future care.
As an investment, this is an idea that adopts the same general form as mortgage-backed securities.
When reviewing life insurance options, advisers should look beyond hypothetical valuations.
Only one firm, MetLife, posted any substantial gains, as market volatility and fixed indexed annuities cut into VA business.
The retail audience has been a much more popular route for these longevity annuity products.
Advisers have a vital role in helping long-term care insurance holders decide whether the policies are worth the cost.
Stan "The Annuity Man" Haithcock heads a new direct-to-consumer website providing annuity quotes and comparisons.
Transamerica along with other insurers have upped costs on in-force policies as they've had to contend with persistently low interest rates.
James Poe failed to disclose material conflicts of interest to investors, including receipt of a 20% fee through a firm he owned, according to the Texas State Securities Board.
If the Labor Department has its way, say goodbye to the variable annuity industry as we know it. </br><b><i>(Related: <a href="http://www.investmentnews.com/section/specialreport/20160221/ANNUITY22016" target="_blank">Spotlight on Annuity Strategies special report</a>)</b></i>
Security Benefit, Allianz and New York Life all debuted new fixed annuity products in March that seek to benefit investors in a rising-rate environment.
The insurer allegedly made false representations to investors over the strength of its long-term-care business.
Annuity and life insurance products would likely see better contract guarantees long-term.
The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.
Case highlights vulnerability of advisers when they don't use up-to-date methods to project costs.
