Displaying 3275 results
Tax bill may change your clients’ health-care costs
Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.
Clients need help filing Social Security disability claims
The backlog for appealing an adverse decision before an administrative law judge averages 605 days.
New York State proposes ‘best interest’ standard for life insurance and annuities
State would require products best suited for clients to be sold over those most profitable to sellers.
Longevity is the best reason to invest in LTC
Clients who buy long-term-care insurance in their mid-40s to mid-60s can get favorable rates.
Advisers fear private equity’s reach into VAs
Voya latest firm to unload variable annuity contracts to PE firms.
New York, Massachusetts eye MetLife’s unpaid pensions
Up to 30,000 people may not have received payments from insurer.
Complexity of new indexed annuities causing concern
Insurers are using 'hybrid' indices as a way to differentiate themselves, but critics contend the products are less transparent, more confusing and don't add financial benefit.
Critics say regulation hasn’t curbed overly rosy projections for indexed universal life insurance
They say rule didn't go far enough and more stringent measures may be necessary.
Finra report hints at trouble with L-share variable annuities
Regulators question why investors would pay more for additional liquidity on a long-term product.
Next Financial whacked (once again) by Finra
Firm is back in hot water for poor supervision of VA sales, among other violations
States may strengthen rules for selling annuities
Under a draft proposal being considered by insurance commissioners, agents would be required to put "the interests of the consumer first and foremost."
State of the long-term care insurance industry
The future is brighter than the storm clouds of the past
Have annuity sales bottomed out?
Annuity sales have hit a 15-year low, primarily due to the Department of Labor's fiduciary rule.
Trump boosts tax plan with Obamacare assist
Legislation would restore Obamacare cost-sharing subsidies, which Trump said last month he would cut off.
Filial laws put kids on the hook for parents’ health-care costs
The laws underscore the need for advisers to have clients consider a long-term-care planning strategy
HSAs next cash cow for 401(k) plan advisers: expert
'It is one of the areas that will be the rocket booster in 2018,' suggests consultant Peter Stahl.
Schwab execs sound off on Bitcoin, HSAs and Morgan Stanley exit from broker protocol
Government likely to rein in popular cryptocurrency, health savings accounts will grow, and wirehouse's decision on recruiting agreement called a mistake.
Finra fines Horner Townsend & Kent $275,000 over VA sales
Firm also censured for failure to supervise share class recommendations.
TIAA subpoenaed over sales practices
Whistleblowers cited in Times article say the pension giant pressured reps to push expensive managed accounts.
Finra fines Ameritas $180,000 over VA sales
Firm failed to set up systems and adequately supervise representatives, regulator says.
