Life Insurance And Annuities

Displaying 3388 results
RETIREMENT PLANNING JAN 07, 2014
VA market splits on issue of living benefits

Details are incomplete, but it is clear that the filing point to the growing bifurcation in the variable annuity pool of offerings: There will continue to be traditional variable annuities with living benefits, but more and more, carriers will be bringing out products that are largely investment-focused.

By Darla Mercado
RETIREMENT PLANNING JAN 06, 2014
Confessions of a financial planner: My estate is not in order

By Mary Beth Storjohann
RETIREMENT PLANNING JAN 04, 2014
Strategies to mitigate new surtax could kick Medicare prices higher

Advisers need to watch that clients do not inadvertently inflate their income and Medicare costs

By Darla Mercado
ALTERNATIVES DEC 28, 2013
Buffett's derivatives bets pay off

Berkshire's second-quarter profit climbs 45 percent.

By Gregory Crawford
EQUITIES DEC 23, 2013
The sleigh is loaded up for a Santa rally

Plus: Hedge funds short gold, bonds embrace Fed taper, Obamacare hits the family budget hard, a case for reverse mortgages, and holiday tipping tips

By Jeff Benjamin
RETIREMENT PLANNING DEC 23, 2013
Variable annuity sellers clamp down on payments to existing contracts

Two of the largest variable annuity sellers sharply pulled back on additional premiums into existing contracts during a busy third quarter for the sellers.

By Darla Mercado
RETIREMENT PLANNING DEC 19, 2013
LPL signs deal with Millennium Trust for rollover leads

LPL service will allow retirement plan sponsors to shed participants who can't be located or who are nonresponsive.

By Joyce Hanson
RETIREMENT PLANNING DEC 18, 2013
Workers pay little attention to 401(k) fee disclosures

According to advisers and recent data from Limra, workers seem to be doing precisely what they would be expected to do with 20-page disclosure documents: Tossing them in the circular file.

By Darla Mercado
RETIREMENT PLANNING DEC 17, 2013
Factoring travel dollars into financial plans

Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 17, 2013
MassMutual 401(k) suit takes litigation into new territory

A recent lawsuit against MassMutual over excessive 401(k) fees raises the possibility that group annuities and stable-value products could become a focus of future complaints.

By Darla Mercado
How to hedge bets when claiming Social Security
RETIREMENT PLANNING DEC 16, 2013
How to hedge bets when claiming Social Security

The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 16, 2013
Third quarter lifts insurers' VA businesses

The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
Wait for it: Advisers to small plans gird for DOMA aftermath

Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act

By Darla Mercado
RETIREMENT PLANNING DEC 15, 2013
Advisers pick their poison with UL policies

By MFXFeeder
LIFE INSURANCE AND ANNUITIES DEC 13, 2013
New retirement income designation attracts thousands of advisers

The new retirement income designation for advisers, RICP, is now the fastest-growing credential in the American College of Financial Service's history.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 12, 2013
ING wins fixed-annuity deal as Allstate narrows focus

ING U.S. Inc. will begin selling fixed annuities through Allstate Corp. agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.

By Matt Ackermann
RETIREMENT PLANNING DEC 10, 2013
Take Five: Carolyn McClanahan on health exchanges

The physician and financial planner on what advisers need to know about new health insurance choices

By Darla Mercado
RETIREMENT PLANNING DEC 10, 2013
Web traffic slows access to health insurance exchanges

Open-enrollment for new state and federal insurance has begun, but many sites have long-loading times

By Darla Mercado
RETIREMENT PLANNING DEC 04, 2013
Higher rates can blunt long-term-care errors, Genworth CEO says

The largest seller of long-term-care coverage is counting on periodic rate increases of 2% to 4% to maintain profit targets.

By Matt Ackermann
RETIREMENT PLANNING DEC 01, 2013
Letters to the editor

By MFXFeeder