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The magic in talking about cost
Even if clients aren't paying too much for life insurance, being the first to talk to them about the costs can start the trust-building process.
Like it or not, annuities are coming to retirement plans
Some lawmakers are warming to the notion of using annuities to help solve the nation's retirement crisis
Finra institutes disciplinary proceedings against broker over alleged improper variable annuity sales
Regulator claims Frederick David Holloway replaced lower-cost variable annuities with higher-cost ones without ensuring they were suitable or in their clients' best interests.
New rules for a 21st century retirement
New book for clients and advisers focuses on strategies to maximize retirement income.
Have variable annuities sales hit rock bottom?
After six years of declines, sales could improve slightly if rising interest rates help insurers more easily support their guarantees.
Are annuities finally getting some respect?
A bipartisan effort in Congress to ease annuity use in 401(k)s follows years of related academic research.
Retirement-savings bill draws broad support, optimism for passage this year
Industry groups and investor advocates alike seek enactment of the measure that increases workplace plans, eases annuity inclusion.
DOL proposal on association health plans could help advisers
Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage.
DOL fiduciary rule lawsuit withdrawn by fixed annuities group in DC federal court
National Association of Fixed Annuities puts focus on 5th Circuit Appeals decision to kill regulation.
Here’s how the top indexed, variable annuity sellers did last year
Allianz Life Insurance Co. of North America shed the most money on the indexed side, and Prudential Annuities on the variable end, both losing more than $2 billion in sales year-over-year.
DOL fiduciary rule: 5th Circuit decision could be big win for indexed annuities
The fiduciary rule may be taken off the books as a result of the ruling, and an SEC fiduciary standard wouldn't cover products not registered as securities
Appeals court upholds DOL fiduciary rule in case involving fixed indexed annuities
Market Synergy Group argued the regulation treated the annuity products arbitrarily and violated rulemaking procedures.
Pacific Life swims against the tide in the indexed annuity market
Analysts say the insurer is the only one to guarantee its cap rates during the contract surrender period, a boon for investors but potentially opening it up to more risk.
SEC reaches $3.6 million settlement with Voya over securities lending
Voya wrongly recalled securities it had loaned out to mutual fund clients early in order to give a tax benefit to its insurance affiliates.
These 3 things may be keeping your clients up at night
And that's where a financial adviser truly shines — here's how to help them
Pension risk transfers swelled nearly 70% in 2017
Employers have increasingly offloaded their pension liabilities to insurance companies as pensions have become costly to keep on the books.
Massachusetts finds MetLife ‘missing’ pensioners, Galvin says
Two months after the insurer provided the names of those owed pension payments, the state has located the majority of them.
Startup offers annuities online on a subscription plan
Blueprint Income's founders aim to save America from retirement insecurity.
Even the strongest retirement plans can be derailed by health care costs
New guide offers ideas for estimating and funding retiree health care.
IRI seeks Republican support for bill to expand auto-401(k) plans
Legislation by Rep. Richard Neal would require most small businesses to establish a retirement plan and automatically enroll employees.
