Retirement

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LIFE INSURANCE AND ANNUITIES SEP 12, 2011
Transamerica hiking fees on two VA riders

New customers must have paperwork signed by Sunday to get the old rate

By Darla Mercado
Will the sales force be with you? Primerica faces big hurdle with annuity launch
LIFE INSURANCE AND ANNUITIES SEP 12, 2011
Will the sales force be with you? Primerica faces big hurdle with annuity launch

Company plans to roll out its first fixed indexed annuity but must prep bulk of 82,000 reps first; 'large universe of salespeople'

By Darla Mercado
Impaled rider: MetLife could slash popular VA benefit yet again
LIFE INSURANCE AND ANNUITIES SEP 12, 2011
Impaled rider: MetLife could slash popular VA benefit yet again

$8.6B in 3Q is another record breaker for variable annuities; insurer's already pared back GMIB Max twice

By Darla Mercado
What advisers want — and don't want — from VA sellers
LIFE INSURANCE AND ANNUITIES SEP 12, 2011
What advisers want — and don't want — from VA sellers

More info, less paperwork would be helpful; 'actionable ideas' highly prized

By Darla Mercado
What is mailbox money – and why is it crucial to retirement?
RETIREMENT PLANNING SEP 12, 2011
What is mailbox money – and why is it crucial to retirement?

Investment products must generate income streams; advisers still on the fence about annuities, however

By Mark Schoeff Jr.
LIFE INSURANCE AND ANNUITIES SEP 12, 2011
'AIG' no longer MIA as insurer revives name in commercial

Once-demonized carrier slowly restoring its brand; 'even Charlie Sheen got another shot'

By John Goff
Advisers most loyal to this VA provider
LIFE INSURANCE AND ANNUITIES SEP 12, 2011
Advisers most loyal to this VA provider

Jackson National takes top spot; Pru at No. 2

By Darla Mercado
LIFE INSURANCE AND ANNUITIES SEP 12, 2011
Insurance agent to face 99 years in prison for selling phony annuities

A 76-year-old insurance agent is facing nearly a century of prison time after pleading guilty to securities fraud stemming from the sale of unregistered securities and fake investments.

By Darla Mercado
Regulator aims to tighten rules for 529 plan providers
RETIREMENT PLANNING SEP 12, 2011
Regulator aims to tighten rules for 529 plan providers

MSRB to issue more guidance on college savings vehicles by year-end; could be complicated for distributors

By Liz Skinner
LIFE INSURANCE AND ANNUITIES SEP 11, 2011
More catastrophe bonds likely with investor demand strong

The catastrophe bond market appears set to rebound during the second half this year despite a slower pace during the first half

By Rodd Zolkos
LIFE INSURANCE AND ANNUITIES SEP 11, 2011
Analysts reduce earnings outlook for life insurers

Although analysts are trimming third-quarter-earnings estimates for many life insurers, most remain upbeat about the long-term prospects for the sector

By Darla Mercado
RETIREMENT PLANNING SEP 11, 2011
What was Showtime smoking?

A recent episode of “Weeds,” a Showtime television series that features a marijuana-selling single mom, raises the question of what would happen if a crooked financial professional managed a federal investigator's retirement money

By Liz Skinner
RETIREMENT PLANNING SEP 09, 2011
401(K) market a tough sell

Exchange-traded funds make up a tiny fraction of the investments offered by 401(k) plans, but they could claim a larger share of the market as key providers add them to their platforms

By Darla Mercado
LIFE INSURANCE AND ANNUITIES SEP 09, 2011
Variable annuity market preps for features arms race

Smaller variable annuity writers are expected to give the big boys a run for their money in the battle for market share

By Darla Mercado
No floor yet for plunging housing market
RETIREMENT PLANNING SEP 08, 2011
No floor yet for plunging housing market

A report today showed that housing valuations remain mired in a horrific slump, with year-over-year prices still way down. Even when the market does bottom out, don't expert a rapid rebound.

By John Goff
LIFE INSURANCE AND ANNUITIES SEP 08, 2011
MetLife seeks reduced income-benefits for VAs

MetLife Inc., the top seller of variable annuities, is seeking permission from regulators to sell two new income benefits featuring lower withdrawal percentages for its variable annuity riders.

By Darla Mercado
LIFE INSURANCE AND ANNUITIES SEP 08, 2011
Ratings aside, new Security Benefit CEO aims for stronger retirement product presence

Insurance and investment veteran Michael Kiley, who will take the helm of Security Benefit Corp. on Sept. 30, is setting his expectations high.

By Darla Mercado
Muni offerings hit the skids
RETIREMENT PLANNING SEP 08, 2011
Muni offerings hit the skids

Concerns over a possible default by Uncle Sam rippling the lakes of state issuers; five top-rated borrowers braced for possible downgrade

By John Goff
Pimco's Gross: Obama's $300B doesn't cut it
RIAS SEP 06, 2011
Pimco's Gross: Obama's $300B doesn't cut it

Bill Gross, founder of Pacific Investment Management Co., said President Barack Obama's plan to stimulate the economy with more than $300 billion in tax cuts and spending is inadequate.

By Doug Cubberley
Pimco to gain more 'autonomy' in AGI restructuring
RETIREMENT PLANNING SEP 06, 2011
Pimco to gain more 'autonomy' in AGI restructuring

Allianz Global Investors on Tuesday announced restructuring effective Jan. 1 that will give PIMCO greater distribution independence and will more closely align the elements of Allianz's other business.

By Drew Carter