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Trump administration seeks to give boost to 401(k) annuities
A Treasury proposal seeks to amend rules for plan sponsors to help them assess the long-term viability of insurance companies.
Private placement life insurance: A primer
They may provide high-net-worth clients with tax-advantaged portfolio income, cash access, creditor protection under some state laws and a tax-free death benefit.
Don’t forget secondary market for life insurance
Clients with unwanted policies might be able to sell or exchange them for better policies.
Good luck picking the "best" insurance product
Hint: There's no silver bullet for evaluating the best insurance products.
Fill the Gaps of Special Needs Financial Planning
Across the United States, one in five children and adults — 65 million people — will experience a…
Building blocks of special needs financial planning
Long-term special needs financial planning can be challenging, especially with the complex legal and governmental issues surrounding disability.
IRS alerts tax pros to insurance form scam
Government says cybercriminals have found ways to access life insurance and annuity accounts.
DOL fiduciary rule delay boosts prospects for annuity sales
Indexed and variable annuities are likely to get a big bump in sales if the rule is delayed until July 2019.
Trump moves to undermine Obamacare
President's order directs agencies to write new rules for insurance.
Finra orders Morgan Stanley to return $200,000 in variable annuity sale
Arbitration panel says prospectus, fees may not have been sufficiently revealed beforehand
Finra cracks down on faulty variable annuity exchanges
Two recent enforcement actions highlight how the brokerage watchdog is upping its scrutiny and is unlikely to relent.
It’s time for the life insurance industry to ditch illustration comparisons
Top 10 reasons why it's time to 'break up' with projected policy values.
How to pay for long-term care? Several funding options exist
There are alternative ways to fund long-term care if you need it, even if you’re not a millionaire
How We’re Investing in the Search for a Cancer Cure
I hate cancer. I’ve lost one too many friends to this insidious disease and I’ve made it…
DOL fiduciary rule has enforcement gaps — and they could widen
Parts of the rule not subject to a contract requirement don't offer investors an avenue to recover losses if they receive bad advice.
MetLife cutting annuity pay to some of its former advisers
Advisers who moved to other broker-dealers after MetLife sold to Massachusetts Mutual are seeing trailing commissions cut on VA and fixed annuity contracts.
Harvey may be among the world’s most costly recent catastrophes
Risk modeler estimates up to $90 billion in losses
DOL fiduciary rule driving fundamental shift in variable annuity market
A dramatic shift in the market share of IRA-sold versus non-qualified variable annuities is starting to play out.
Retiree health care costs up 6%, new study finds
A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.
Despite misleading ads, annuities can be critical for lifetime income planning
Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.
