Life Insurance And Annuities

Displaying 3388 results
RETIREMENT PLANNING MAR 26, 2015
Is General Motors' 401(k) annuity choice a harbinger for broader uptake?

Advisers say more mega-sized defined contribution plans taking up lifetime income provides a signal to the broader retirement market.

By Greg Iacurci
Northwestern Mutual purchases LearnVest
FINTECH MAR 26, 2015
Northwestern Mutual purchases LearnVest

The insurer will acquire LearnVest for an undisclosed amount, with LearnVest saying its platform will maintain its brand identity and business relationships.

By Darla Mercado
Income spike can reduce Social Security benefits
RETIREMENT PLANNING MAR 25, 2015
Income spike can reduce Social Security benefits

Blame the temporary reduction on higher Medicare premiums.

By Mary Beth Franklin
Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement
RETIREMENT PLANNING MAR 19, 2015
Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement

Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 16, 2015
Early onset Alzheimer's: When plans are upended

By Mason Braswell
LIFE INSURANCE AND ANNUITIES MAR 13, 2015
Spring variable annuity prospectuses and updates are here

First quarter regulatory filings suggest that insurers aren't ramping up big new product releases but hybrid annuites appear to be making a comeback, with Voya charging back into the market.

By Darla Mercado
Northwestern Mutual agrees to settle annuities suit for $84 million: report
LIFE INSURANCE AND ANNUITIES MAR 13, 2015
Northwestern Mutual agrees to settle annuities suit for $84 million: report

About 30,000 current and former annuity owners claim company failed to pay proper dividends on contracts sold 30 years ago.

By Srividya Kalyanaraman
RETIREMENT PLANNING MAR 13, 2015
Bigger & Better

Advisers with assets over $1 billion are outperforming their peers. Does your firm have what it takes to be a billion dollar baby?

By Trevor Hunnicutt
Transamerica offers legacy variable annuity clients a buyout
RETIREMENT PLANNING MAR 13, 2015
Transamerica offers legacy variable annuity clients a buyout

This offer affects more than 30 types of variable annuity contracts issued by the insurer

By Darla Mercado
Financial adviser sentenced to 51 months for ripping off elderly clients
RIA NEWS MAR 09, 2015
Financial adviser sentenced to 51 months for ripping off elderly clients

Tuesday's <i>Breakfast with Benjamin</i> features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.

By Jeff Benjamin
Deferred-income annuities grab spotlight from traditional variable annuities
LIFE INSURANCE AND ANNUITIES MAR 05, 2015
Deferred-income annuities grab spotlight from traditional variable annuities

Run-up of DIAs in recent years points to a new retirement income stream for clients. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150222/ANNUITIES2015&quot; target=&quot;_blank&quot;>Our full special report on annuity strategies</a>)</b></i>

By Darla Mercado
RETIREMENT PLANNING FEB 28, 2015
When is a good time to convert to a Roth IRA?

<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.

By Jeff Benjamin
RETIREMENT PLANNING FEB 27, 2015
Genworth Financial struggling under the weight of long-term care costs

Insurance giant stung by cost of elder care, longer life spans of retirees and persistently low interest rates.

By Bloomberg
Oscars shine light on Alzheimer's costs
RETIREMENT PLANNING FEB 27, 2015
Oscars shine light on Alzheimer's costs

Financial advisers can help clients take early steps to plan for the progressive disease.

By Liz Skinner
MetLife plans to sue to overturn Dodd-Frank systemic-risk label
LIFE INSURANCE AND ANNUITIES FEB 27, 2015
MetLife plans to sue to overturn Dodd-Frank systemic-risk label

The insurer will be the first non-bank to argue that its failure would not pose a threat to the financial system.

By Bloomberg
Is OPEC about to flinch and cut oil production?
RIA NEWS FEB 23, 2015
Is OPEC about to flinch and cut oil production?

<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

By Jeff Benjamin
INDEPENDENT BROKER DEALERS FEB 23, 2015
Raft of new annuity products has broker-dealers scrambling to train reps

As new annuities gain in popularity, broker-dealers are getting reps up to speed on using them as part of a comprehensive retirement income plan.

By Darla Mercado
RETIREMENT PLANNING FEB 23, 2015
Early onset Alzheimer's: When plans are upended

By Mason Braswell
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark
RETIREMENT PLANNING FEB 22, 2015
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark

21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential

By Darla Mercado
Getting smarter investors to move beyond an “offense-only” approach
EQUITIES FEB 22, 2015
Getting smarter investors to move beyond an “offense-only” approach

Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.

By Michael Russo