Debate continues over more than $30 billion in so-called tax extenders, such as the research and development tax credit and the ability for financial services companies to defer taxation on income earned outside the U.S.
Insurer mulling raising fees and cutting benefits on popular product; low interest rates to blame
Supreme court considers request for Social Security survivor benefits for twins born 18 months after father's death.
Extension of cheap money policy seen boosting annuity costs, reducing benefits and commissions
In the third-quarter, variable annuity sales surged, thanks in large part to MetLife Inc. But the jury is out on how the major insurers' decision to pare back offerings might affect overall VA sales.
AUM down in 2011, but production up; 'focusing more on their larger accounts'
Employers are worried. They had expected that many of their retirement-age employees would have retired by now, but those graying boomers aren't budging.
Sen. Harry Reid strips controversial plan contained in highway bill; 2,000 letters sent
In case you missed <a href=http://www.investmentnews.com/article/20120212/REG/302129979>my last column</a> in the print edition of InvestmentNews on February 13, 2012, I wrote about one of the latest buzz words in retirement income planning: longevity insurance.
Putnam Investments ceo Bob Reynolds today called for the establishment of a regulatory body to approve lifetime-income products.
Oklahoma State University's athletic fund and Lincoln National Life Insurance Co. are embroiled in a legal flap over a failed charitable-insurance-funding plan.
Having attended the Technology Tools for Today and FPA Business Solutions conferences for several years, and served on the latter's business task force for the past four, I have come to the conclusion that the two events overlap.
Income inequality up 18% since 1967; rose the most during Reagan era
Guggenheim Partners LLC is ramping up its presence in the fixed-indexed-annuity realm with the purchase of an insurer
When a 74-year-old client visited Ellen R. Siegel six years ago with news of an upcoming 12% rate increase on the premium of her long-term-care insurance, the adviser knew she had to navigate the potential benefit cuts with the precision of a surgeon.
Will make lump-sum payment the default option; policyholders must opt in for retained-asset accounts
