Life Insurance And Annuities

Displaying 3388 results
RETIREMENT PLANNING NOV 26, 2013
Finra checking out B-Ds that sold variable annuities with hedge funds

Finra is said to be investigating a handful of broker-dealers that sold VAs with subacccounts invested in hedge funds. Clients who bought the products lost $18 million, says an attorney.

By Bruce Kelly
RETIREMENT PLANNING NOV 25, 2013
Jackson exempts certain advisers from VA exchange suspension

Jackson National Life Insurance Co.'s temporary halt on tax-free exchanges of variable annuities is in effect until Dec. 16 — but it turns out not everyone is subject to the suspension.

By Darla Mercado
RETIREMENT PLANNING NOV 25, 2013
Second wave of VA buyout offers comes from Axa

Some clients could come close to breaking even with the deal.

By Darla Mercado
RETIREMENT PLANNING NOV 24, 2013
Make sure clients road-test retirement

By MFXFeeder
RETIREMENT PLANNING NOV 22, 2013
Boomers miss mark thinking Obamacare covers long-term-care insurance

They badly underestimate the cost of nursing home care.

By CODONNELL
LIFE INSURANCE AND ANNUITIES NOV 17, 2013
IN Voices

By MFXFeeder
RETIREMENT PLANNING NOV 15, 2013
Stability rules as managed-volatility funds gain record assets

Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.

By Darla Mercado
EQUITIES NOV 14, 2013
The ultimate Obamacare investment play?

Obamacare may be off the debt ceiling agenda but for investors, there is an exchange-traded fund that holds all the businesses likely benefit. It's had a good run so is there still upside potential?

By Gregory Crawford
RETIREMENT PLANNING NOV 14, 2013
Jackson breathes life into some of its VAs

Advisers can choose joint life options for Jackson's LifeGuard Freedom Flex line.

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2013
Prepare for options and taxes in health law

By Mark Schoeff Jr.
RETIREMENT PLANNING NOV 14, 2013
Sizzling first quarter for VA sales at Jackson National

Tax-advantaged investing gaining traction among advisers, helps push product.

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2013
It must be May in VA-land: Payout cuts, price hikes, new products

Markets on the upswing, low rates and risk management front and center for insurers.

By Darla Mercado
RETIREMENT PLANNING NOV 14, 2013
Lincoln National joins variable annuity tweakers

After strong first quarter, insurer trims income benefit payouts, seeks to 'tamp down' sales.

By Darla Mercado
RETIREMENT PLANNING NOV 13, 2013
Life insurers strike back at regulator's claim on cash reserves

ACLI chief calls N.Y. superintendent's comments 'inaccurate' and 'irresponsible.'

By Darla Mercado
RETIREMENT PLANNING NOV 11, 2013
Low interest rates threaten universal life insurance policies

Universal life policies sold in the '80s and '90s are at risk of lapsing, causing problems for clients and advisers.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES NOV 07, 2013
Last-minute tips for Medicare annual enrollment

Clients have until Dec. 7 to make choices for 2014

By Mary Beth Franklin
RETIREMENT PLANNING NOV 07, 2013
10 questions to measure health care expenses

By Mary Beth Franklin
RETIREMENT PLANNING NOV 07, 2013
Clock ticking on changes for Medicare coverage

By MFXFeeder
RIA NEWS NOV 06, 2013
Zywave breaks in two

Zywave splits in two, with insurance unit going to a new private-equity owner as financial advisory unit changes name to Advicent.

By Joyce Hanson
LIFE INSURANCE AND ANNUITIES NOV 06, 2013
When retirement products miss the mark

Insurance and fund executives recount ideas that exceeded regulatory framework

By Darla Mercado