Life Insurance And Annuities

Displaying 3398 results
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
Carriers look beyond variable annuities

In a bid to appeal to fee-based and fee-only financial advisers, life insurers are resurrecting a once-forgotten product intended to generate a steady stream of retirement income outside the VA arena.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES MAR 02, 2012
SEC fraud case could give new life to life settlements controversy

Life Partners accused of misleading shareholders about mortality estimates; securities or not?

By Darla Mercado
RIA NEWS FEB 26, 2012
Fee-based advisers are warming up to VAs

Slowly but surely, fee-based and fee-only advisers are beginning to warm up to variable annuities.

By Darla Mercado
RIA NEWS FEB 24, 2012
Focusing on 'yield chasing,' Finra issues watch list

By Bloomberg
Elderly couple: Rep told us to put our IRA into life settlements
LIFE INSURANCE AND ANNUITIES FEB 23, 2012
Elderly couple: Rep told us to put our IRA into life settlements

But ex-broker refutes claim, says clients performed their own due diligence

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 23, 2012
Pru settles with 20 states over unclaimed death benefits

Agreement requires insurer to step up cross referencing to locate unpaid beneficiaries

By John Goff
RETIREMENT PLANNING FEB 22, 2012
CEO rips GOP, Dems for fiscal irresponsibility

In a speech delivered to a group of private investors on Feb. 15, Robert Rodriguez, managing partner and CEO of First Pacific Advisors, warned of ongoing market instability if the federal government doesn't make “credible and material fiscal reforms” by the end of 2013.

By Paul Menchaca
Biggest expense for Americans over 50? Not health care
RETIREMENT PLANNING FEB 22, 2012
Biggest expense for Americans over 50? Not health care

Out-of-pocket costs on drugs and medical insurance are the second-most-costly item for older folks.

By Darla Mercado
Tardy TD enters VA race
LIFE INSURANCE AND ANNUITIES FEB 16, 2012
Tardy TD enters VA race

Brokerage rolling out low-cost variable annuities for RIAs; direct sales to consumers the endgame

By Bloomberg
Others retreat, but this carrier is charging into the VA business
LIFE INSURANCE AND ANNUITIES FEB 16, 2012
Others retreat, but this carrier is charging into the VA business

Sammons to launch new product with large investment menu; hawking the tax benefits, not the living benefits

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 15, 2012
Campaign has Betty White pitching 'hot' life settlements

Actress Betty White is the celebrity pitchwoman for life settlements provider The Lifeline Program and also stars in the firm's viral YouTube video, “I'm Still Hot.”

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 12, 2012
White's "hot' pitch

By Bloomberg
Insurer-owned indie B-Ds going the way of VHS?
LIFE INSURANCE AND ANNUITIES FEB 09, 2012
Insurer-owned indie B-Ds going the way of VHS?

Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on

By Bruce Kelly
Life settlement notes turn out to be killer for Tex reps
LIFE INSURANCE AND ANNUITIES FEB 07, 2012
Life settlement notes turn out to be killer for Tex reps

Pair of brokers in Lone Star state suspended for selling bogus promissory notes from now-defunct National Life Settlements; 'We were fooled'

By Darla Mercado
LIFE INSURANCE AND ANNUITIES FEB 03, 2012
NAIFA's Robert Miller pushes for compromise on fiduciary issue

Robert Miller isn't a typical member of the National Association of Insurance and Financial Advisors

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES FEB 01, 2012
New Allianz Life boss won't tinker with controversial distribution model

Indexed annuity program rewarding big Allianz sellers with exclusive products here to stay

By Darla Mercado
RETIREMENT PLANNING JAN 30, 2012
How Mesirow used worker incentives to promote wellness

When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.

By H. Lee Murphy
INDEPENDENT BROKER DEALERS JAN 29, 2012
Insurance companies take a step back

By Bloomberg
RIA NEWS JAN 26, 2012
Former E*Trade CEO leads management buyout of Jefferson

By Bloomberg
New York Life splits life insurance, investment operations
LIFE INSURANCE AND ANNUITIES JAN 26, 2012
New York Life splits life insurance, investment operations

Annuities to be slotted under the latter; retirement income boss Chris Blunt to oversee insurance

By Darla Mercado