Life Insurance And Annuities

Displaying 3386 results
Luma forges annuity management alliance with Pershing
CUSTODIAN APR 02, 2024
Luma forges annuity management alliance with Pershing

The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.

By Leo Almazora
Home insurance premiums heading still higher
LIFE INSURANCE AND ANNUITIES APR 01, 2024
Home insurance premiums heading still higher

The average premium for homeowners insurance is expected to rise 6 percent this year, following an increase of roughly 20 percent over the past two years, amid intensifying natural disasters.

By Bloomberg
WealthVest adds new wholesale team to add to growing Aspida annuities sales
RETIREMENT PLANNING APR 01, 2024
WealthVest adds new wholesale team to add to growing Aspida annuities sales

The team will be the exclusive distributor of the products across 49 states.

By Steve Randall
Schlichter explores pension risk transfer lawsuit against Alcoa
LIFE INSURANCE AND ANNUITIES MAR 25, 2024
Schlichter explores pension risk transfer lawsuit against Alcoa

The law firm, which has brought two cases this month over pension risk transfers, is looking for participants and beneficiaries of Alcoa's pension plan.

By Emile Hallez
Ensuring alimony payments continue despite premature death
RETIREMENT PLANNING MAR 25, 2024
Ensuring alimony payments continue despite premature death

One of the most effective ways to secure alimony against the risk of premature death is through life insurance.

By Gabrielle Clemens
Empower unveils comprehensive retirement income suite
RETIREMENT PLANNING MAR 22, 2024
Empower unveils comprehensive retirement income suite

The DC plan provider is rolling out an expansive shelf of retirement solutions through multiple partnerships.

By Leo Almazora
Fintech iPipeline unveils annuity order tracker
FINTECH MAR 18, 2024
Fintech iPipeline unveils annuity order tracker

In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.

By Leo Almazora
Schlichter's message to pension sponsors: Be very careful with PRTs
RETIREMENT PLANNING MAR 15, 2024
Schlichter's message to pension sponsors: Be very careful with PRTs

Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.

By Emile Hallez
Companies transferred billions in pension assets to annuities. Here come the lawsuits
RETIREMENT PLANNING MAR 14, 2024
Companies transferred billions in pension assets to annuities. Here come the lawsuits

The law firm behind one of the cases is well-known for its 401(k) and 403(b) litigation: Schlichter Bogard.

By Emile Hallez
Fintech Flourish expands fee-based annuity shelf
FINTECH MAR 13, 2024
Fintech Flourish expands fee-based annuity shelf

The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.

By Leo Almazora
Annuity sales leaderboard changes as more sales go indie
LIFE INSURANCE AND ANNUITIES MAR 12, 2024
Annuity sales leaderboard changes as more sales go indie

Fixed annuity sales broke records, pushing Athene Annuity & Life to top-seller status.

By Emile Hallez
Limra partnership takes aim at life insurance, retirement plan fraud
RETIREMENT PLANNING MAR 11, 2024
Limra partnership takes aim at life insurance, retirement plan fraud

The collaboration aims to empower insurers, retirement service providers and other stakeholders against financial crime.

By Leo Almazora
Advisors can help fill life insurance gender gap, Limra says
LIFE INSURANCE AND ANNUITIES MAR 11, 2024
Advisors can help fill life insurance gender gap, Limra says

Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.

By Leo Almazora
Indiana adopts NAIC best-interest model for annuity sales
LIFE INSURANCE AND ANNUITIES MAR 07, 2024
Indiana adopts NAIC best-interest model for annuity sales

Industry groups hail state’s new rule as a win for annuity consumer protection.

By Leo Almazora
California governor backs best-interest bill for annuity sales
LIFE INSURANCE AND ANNUITIES MAR 01, 2024
California governor backs best-interest bill for annuity sales

Gov. Newsom’s signing of SB 263 makes California the 44th state to adopt the NAIC's controversial model for annuity transactions.

By Leo Almazora
MetLife and Fidelity partner for new retirement income solution
RETIREMENT PLANNING FEB 27, 2024
MetLife and Fidelity partner for new retirement income solution

The partnership would make a guaranteed lifetime income product available to more US workers in their defined-contribution plans.

By Leo Almazora
Orion, DPL join forces to offer commission-free annuities to advisors
RETIREMENT PLANNING FEB 27, 2024
Orion, DPL join forces to offer commission-free annuities to advisors

Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities.

By Gregg Greenberg
Showing how good or bad luck shapes retirement lifestyles
RETIREMENT PLANNING FEB 27, 2024
Showing how good or bad luck shapes retirement lifestyles

IncomePath software from Tamiko Toland and Michael Finke was inspired by the work of William Sharpe.

By Emile Hallez
US annuity sales hit a fresh record in 2023: Limra
RETIREMENT PLANNING FEB 21, 2024
US annuity sales hit a fresh record in 2023: Limra

Strong economic conditions combined with demand for protected investments drove a second record year for fixed annuity products.

By Leo Almazora
‘Legal’ insurance tax break blasted
LIFE INSURANCE AND ANNUITIES FEB 21, 2024
‘Legal’ insurance tax break blasted

Senate Finance Committee targets private placement life insurance as a 'booming tax dodge' for the wealthy.

By Ryan Smith