Former employees tempted by penion buyout offers, but most better off with income stream
ERISA lawyers say recruitment of Davis suggests insurer could be prepping for new rules
Could see more takers than buybacks proposed by rivals; 'great option if you're on your deathbed'
Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients
Reps are none too thrilled with Jackson National's cuts to some VA features, particularly since the carrier offered only a few days' notice before the changes take effect. Said one harried adviser: "It's offensive."
Investors to get their money back — in ten years or so
Insurer originally sought $2.1 million in case involving 131 parishioners; only two defendants left
Search for guaranteed income boosts sales; rising stock market fails to lift VAs
Different trusts benefit from puny rates, tax adviser says; 'lock those in now'
Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away
Co-mingling assets in model plans would create scalable cost efficiencies
New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic
Sometimes it makes sense for one spouse to claim benefits early.
