Results for "annuities"

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After Ohio National decision, the fine print of annuity trails is now a must-read

October 13, 2018

It's still a fresh sting, hearing that Ohio National Financial Services Inc. plans to terminate servicing agreements and cut off trail commissions to broker-dealers that sell some of its variable annuities. Can they really do this, some B-Ds...

Providing incentives for annuities within retirement plans

October 15, 2018

TIAA was founded 100 years ago by Andrew Carnegie to provide college professors with retirement income through employment-based annuities. This was an innovative concept for the time, predating the Social Security system by two decades. The...

Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities

October 2, 2018

In what is believed to be a first-of-its-kind move among insurers, Ohio National Financial Services Inc. has informed broker-dealers that sell its variable annuities that it will terminate servicing agreements and cut off trail commissions by...

Fixed annuities are on a tear

September 14, 2018

Fixed annuities have been on a tear this year, with sales seeing double-digit growth across several product categories amid rising interest rates and easing regulatory pressure. Overall sales of individual fixed annuities were $33.7 billion...

Why your 50-year-old clients may need you the most

August 22, 2018

Clients who are 10 to 15 years away from retirement need you. They're likely getting more concerned about market volatility and its impact on their savings, but at the same time they're more aware than ever that they need their nest egg to grow...

Indexed annuity sales grow among wirehouses, independent broker-dealers

September 20, 2018

Wirehouses and independent broker-dealers have upped their sales of indexed annuities over the past few years, with a greater share of product sales coming through registered representatives at brokerage firms. There are a number of reasons...

Merrill Lynch takes two avenues with annuity commissions

September 10, 2018

When Merrill Lynch recently decided to reverse its ban on commissions in individual retirement accounts, it did so for all products with one exception: annuities. The policy effectively creates a dual approach for Merrill's 17,000-plus advisers...

House approves retirement-savings bill that eases use of annuities in workplace plans

September 27, 2018

Legislation approved by the House of Representatives Thursday would make it easier for employers to include annuities in workplace retirement plans. The provision, which clarifies how firms can satisfy their fiduciary responsibilities when selecting...

Ken Fisher, famous annuity hater, invested in annuity companies

August 31, 2018

Ken Fisher, founder and executive chairman of Fisher Investments, has been an ardent critic of annuities for years. In fact, Mr. Fisher's vitriol toward annuities is probably one of his most identifiable characteristics in the public sphere....

As DOL fiduciary rule dies, variable annuities come alive — sales up for first time since 2014

August 21, 2018

The death of the Department of Labor fiduciary rule is breathing new life into the variable annuity business. Following 17 consecutive quarters of sales declines, dating back to 2014, there was some good news for insurers in the second quarter...

New group aims to improve negative view of annuities

August 23, 2018

A new group is trying to reframe how advisers, their clients and the broader public view annuity products. Two dozen insurance companies and mutual fund firms coalesced to form The Alliance for Lifetime Income, seeking to bolster an industry...

Ohio National, a big variable annuity provider, exits the annuity business

September 7, 2018

Ohio National Financial Services Inc., among the top 20 sellers of variable annuities, is quitting the annuity business and is simultaneously laying off 300 employees, signaling the challenges of the variable annuity market in recent years....

Insurance executives push House to add annuity provision to tax reform bill

September 20, 2018

Executives from major insurance firms are pushing House leaders to amend tax-reform legislation to encourage the use of annuities in company retirement plans. In a Wednesday letter to House leaders, the corporate chiefs said that they were disappointed...

Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales

July 25, 2018

The Financial Industry Regulatory Authority Inc. has censured four broker-dealers of Advisor Group and four National Planning B-Ds for poor supervision of variable annuity exchanges, fining them a total of almost $2.7 million. The individual...

Structured ETFs offer fresh twist on popular variable annuity strategy

September 6, 2018

There's nothing quite like the month of September to remind investors and financial advisers that the financial markets are fraught with risks, which is the kind of mindset that Innovator Capital Management is banking on with its new suite of...

Allianz Life joins Envestnet digital annuities marketplace

August 13, 2018

Allianz Life Insurance Co. of North America is the second insurance carrier to join the Envestnet Insurance Exchange. Allianz Life announced Monday that it will make its entire portfolio of annuities, including advisory- and commission-based...

Four challenges in using annuities for retirement planning — and how to overcome them

May 8, 2018

Over the years, I've had countless conversations with advisers about retirement planning and the use of guaranteed income products. While some embrace annuities and their ability to offer consistency in retirement income, others are more dismissive....

The Life Insurance Agent as Financial Planner

July 5, 2018

There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial planners, not just in title but in terms of their products, services,...

Fixed annuity sales set for massive spike

June 7, 2018

Fixed-rate deferred annuities are poised for a huge jump in sales over the next two years, as rising interest rates and a potentially faltering equity market push consumer money into the products at near-record levels, according to Limra, an...

Annuity rule likely won't include a fiduciary standard, NAIC says

July 24, 2018

The National Association of Insurance Commissioners indicated it would not impose a fiduciary standard on insurers and insurance producers as part of its overhaul of annuity sales rules, according to draft language of the group's model regulation...

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