Displaying 3276 results
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.
NAIFA files suit against New York for mandating best-interest insurance sales
Interest group chapter argues the state's Department of Financial Services exceeded its authority with the rule.
Your client has a car, a gun — and Alzheimer’s
Are you helping clients with the four key transitions in retirement?
Variable annuity shops eye property and casualty insurers to expand distribution
Jackson National and Lincoln Financial, among the largest VA providers, recently announced distribution partnerships set to kick in next year.
Independent Perspective: Why Reza Zamani Chose Independence
Learn how and why one advisor decided to make the move to independence, and how his business fared.
Medicare enrollment: Prepare or pay the price
With rising health-care costs threatening to derail carefully constructed retirement plans, advisers should ensure clients successfully navigate the process of signing up for Medicare to avoid stiff penalties.
Advisers must step up guidance on Medicare, as flubs are costly
Some clients may not even realize they're supposed to enroll.
Countdown to Medicare and Social Security checklist
Here's what advisers should be reviewing with their clients each year between ages 62 and 70.
Medicare high-income surcharges to increase in 2019
New top tier added for ultra-high-income retirees next year.
Finra fines H. Beck $400,000 for unsuitable sale of variable annuities
Finra said the firm failed to mandate and enforce its own written supervisory procedures, resulting in the unsuitable sale of L-share variable annuities tied to long-term riders.
Cetera broker-dealers latest to file legal claim against Ohio National
Six Cetera broker-dealers allege the insurer will be breaching its contractual obligations by withholding millions of dollars in trail commissions from their brokers.
Ohio National lays off chief distribution officer; president retires after three months on the job
The personnel changes come weeks after the insurer's controversial decision to stop paying trail commissions on some annuities.
3 reasons for the annuity sales spike
And none of them have anything to do with the death of the DOL rule
Private equity eyes long-term care insurance
There's a risk advisers could see quality of care suffer for their clients in these sorts of deals.
Commonwealth files Finra arbitration, lawsuit against Ohio National for 'unlawful’ VA scheme
This is the first known arbitration filed against the insurer for its decision on variable annuity commissions.
Why seniors need travel insurance
Medicare doesn't cover medical costs outside the U.S.
Ohio National offers buyouts, ends commission trails amid jumbled regulatory oversight of VAs
Jurisdiction is shared between the SEC, Finra and state insurance commissioners. Will any of them step in?
