Firm joins the likes of LPL Financial, Commonwealth and Royal Alliance
Axa aims to offer VA policyholders a hike in account value if they agree to cancel a generous death benefit. If the plan works, expect other insurers to follow suit. Says one industry watcher: 'The floodgates will open.'
The switch to Roth IRAs could yield an extraordinary payoff for workers at quantitative-trading specialist Renaissance, while the U.S. Treasury loses.
Sent letter to department seeking sit-down with research director; information due by Jan. 15
Shielding assets now a prime concern of the rich; different states, different rules
After strong growth in 2010 and 2011, VA sales are expected to slow as products become less attractive, guaranteed-withdrawal percentages slide and fees continue to skyrocket.
Insurer turns focus to tax deferral, alt investments and fee-based advisers
A same-sex marriage law that took effect July 24 in New York doesn't mean those couples can count on the same tax treatment that heterosexual unions receive, a discrepancy that some lawmakers and companies are seeking to mitigate.
Adviser turns camera on middle America; two RVs, a crew, and plenty of highway
Jackson National Life Insurance Co. will pay $621 million in cash for the life insurance assets of Swiss Re Group's American division
