Clients invested in variable annuities tied to the subaccount version of the Pimco Total Return Fund may move their funds.
After paying off $182.3 billion bailout, insurer focused on property-casualty coverage, life insurance and retirement.
CEO Dennis Glass lays out insurer's strategy for when interest rates rise.
As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.
Successfully addressing the post-accumulation phase and providing simplicity still difficult for the industry.
SWS Financial Services charged with green-lighting variable annuity applications without proper review for suitability.
Monday <i>Breakfast with Benjamin:</i>Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs
Program guarantees members coverage at a group rate FSI has secured as the plan sponsor.
Nearly half of families spend more than $5,000 per year in caregiving expenses.
New study focuses on the need to integrate health care and retirement planning.
On this morning's <i>Breakfast with Benjamin</i> menu, a guide to the Fed's upcoming comments, Calpers sends hedge funds out to pasture, getting on the stock-split bandwagon, and more.
<i>Breakfast with Benjamin:</i> Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.
Though a client's potential health crisis can't be anticipated long before it comes, a plan can be sketched out.
Starting next Monday, the firm will apply a five-level pricing scheme for certain contracts.
Sales of Elite Access product helps firm stay ahead of Lincoln National, TIAA-CREF and AIG.
Provider data covering new and in-force policies and premiums
2013 rankings of insurance companies based on direct premiums
Brokers say they already work in clients' best interest, but formalizing it will eliminate their ability to service small accounts.
A new ranking reveals which industries have the best plans &mdash; and what features set them apart.
The ACA has helped individuals, but small business employers continue to struggle with the new law. <b><i>Plus: <a href="http://www.investmentnews.com/section/specialreport/20140831/HEALTH">Don't miss our full Health Care Planning special report.</a></b></i>
