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Planning potholes and banana peels
Market volatility can pave the way for more important conversations than those beating the market and reducing your fees.
William Galvin hits MetLife with $1 million fine for failing to keep track of pensioners
Massachusetts says insurance firm must pay retirees and beneficiaries who were 'presumed dead'
Retirement savings legislation dies in lame-duck Congress
Proponents hope bill will be re-introduced early next year.
Annuity group says Ohio National poses risk to industry
Insured Retirement Institute says insurer's move to shore up its finances may create negative perception that harms annuity industry.
UBS sues Ohio National over lost variable annuity commissions
Wirehouse joins handful of other firms seeking to prevent insurer from cutting off flow of adviser trails.
Lack of investment options plague HSAs
Retirement plan advisers can't match HSA investments with 401(k)s because of too few fund options.
Couples should coordinate Social Security, Medicare decisions
Marital status and employment dictate signup deadlines.
Whiskey insurance is far from old-fashioned — demand is skyrocketing
The rise in prices and attendant need for insurance give a view into the changing landscape of alternative investments.
Indexed annuity sales will soon eclipse those of variable annuities: Cerulli
The marketing pitch of indexed annuities — upside potential with downside protection — seems to have resonated with investors and their advisers.
Couples should coordinate Social Security, Medicare decisions
Marital status and employment dictate signup deadlines.
Financial decisions made by diverse populations more likely to revolve around others
The new Prudential report surveyed members of diverse populations, including women, black Americans, Asian Americans, Latino Americans and members of the LGBTQ community
Questions abound as Ohio National stops commission payments this week
Advisers are grappling with how to proceed, with their clients and their businesses, as the insurer's new annuity trail policy takes effect.
Finra exams find fault with sales of variable annuities, nontraded REITs and private placements
Regulator highlights reps engaging in unsuitable product sales and firms not conducting appropriate due diligence.
Tax law dilutes this important break after year-end
Taking a deduction for out-of-pocket medical expenses will face a higher bar in 2019.
Indexed universal life insurance continues growth streak
IUL's market share is two-and-a-half-times larger than it was at the beginning of the decade.
Anger over Ohio National’s attack on VA contracts
Columnist is one of the owners of a VA contract that insurer is cutting fees on.
Why seniors need travel insurance
Medicare doesn't cover medical costs outside the U.S.
Annuity and mutual fund interests at odds over 401(k) disclosures
Insurance groups facing off against retirement industry stakeholders over issue of lifetime income illustrations.
Congress tries to jam through retirement legislation by year-end
The chairman of the House Ways and Means Committee is upping the ante on his prior effort to pass a package of tax and retirement measures.
Variable annuity sales up 25% from this time a year ago
Rising interest rates and slowing stock market drive assets to insurance products, Limra report says.
