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Integrity Marketing to acquire Annexus
Ron Shurts, co-founder and CEO of Annexus, which develops annuities and other insurance products, will become a managing partner of Integrity.
Caregivers not taking care of their own finances: Fidelity
A new study shows 7 out of 10 caregivers are so focused on their caregiving duties that they put off addressing their own needs.
Long-term care premium hike: Round three
As insurers push prices on LTC policies higher, individuals must weigh their policy options to maintain protection at an affordable price.
Annuities flew off the shelves in second quarter, Limra says
Total U.S. annuity sales increased 22% to a record $77.5 billion during the quarter, and fixed-rate deferred annuity sales jumped 76% from the year-ago period.
Protective launches variable annuity with deferral options
The product, which has been branded Protective Aspirations, allows holders to maximize either retirement income or growth potential.
Ride the annuity bull market (while you can)
The first half sell-off in both stocks and bonds has opened the door for annuities and those selling them.
Match retirement cash flow with clients’ long-term goals
Don't assume that clients intend to spend their principal in retirement.
What to do if your client wins the lottery
Advisers weigh in with their suggestions for the lucky individual who has the winning ticket for the Mega Millions drawing.
Another Senate committee unanimously passes retirement savings legislation
The bill would raise the RMD age from 72 to 75, increase catch-up contributions and allow retirement plan matches for student loan payments. It will be combined with another recently advanced Senate measure.
Wholesalers at B-D that sold GWG bonds jump ship
When wholesalers leave a broker-dealer en masse, it's a signal that the firm's efforts to sell more product and generate more revenue could be greatly hampered.
Senate committee poised to vote on retirement savings bill
The measure is likely to become part of a larger Senate counterpart to the comprehensive retirement savings bill known as SECURE 2.0 that was approved in the House earlier this year.
How investors are engaging with companies over abortion access
Recent shareholder proposals over reproductive rights have been made at Lowe's, TJX and Walmart.
In its first RIA buy, Alera Group nearly quadruples its assets to $4.7 billion
Private equity-backed Alera Group acquires $3.5 billion Wharton Business Group and says it plans to buy more firms.
Retiree travel dreams reimagined
Covid-era restrictions mean those traveling overseas should have backup plans for their health care and finances.
HHS will not readjust Medicare Part B premiums this year
But it says that Part B premiums are likely to fall in 2023 as a result of cost savings on Aduhelm, a drug to treat Alzheimer's.
Senate HELP Committee introduces draft retirement savings bill
The measure will provide part of the foundation for the Senate companion bill to SECURE 2.0, which the House approved in March.
Ameriprise unit to pay $5 million to settle SEC charges over VA sales
The firm's staff encouraged Ameriprise registered reps to offer clients the chance to swap their current variable annuity for a more expensive one.
No longer ‘annuicide’: How insurance products are reaching the fee-based channel
RIA Lab session looks at the insurance industry's evolution toward providing custodial-like relationships with advisers.
Convergence of health care costs and retirement planning
Software helps advisers incorporate clients' Medicare expenses into their retirement plans.
Northwestern Mutual adds ESG option for wealthy clients
The new 'white glove, customized' options for high-net-worth clients are available from the company’s advisers.
