Results for "insurance"

Displaying 2,277 results

Sort: Date | Relevance

Author:

Thriving in a bifurcated economy: Services versus stuff

December 2, 2019

There's a lot of discussion lately about the disparity between the haves and have-nots, whether it's about the wealth gap, with the top 1% controlling nearly as much wealth as the middle and upper-middle classes put together, or the separation...

Five brokers lose Ohio National lawsuit over annuity commissions

November 22, 2019

A group of five brokers lost a lawsuit against Ohio National Life Insurance Co. over the insurer's termination of commission payments for certain variable annuity policies. Judge Emily C. Marks of U.S. District Court in Alabama dismissed all...

Bill would allow tax-free 401(k), IRA withdrawals to buy long-term care insurance

November 21, 2019

A bill currently being discussed in Congress would allow retirement savers to tap assets held in 401(k) plans and individual retirement accounts tax-free to buy long-term care insurance, with the aim of making the insurance more affordable and...

Advisers who overlook retirement income may face stiff competition

November 21, 2019

In May of this year, the House of Representatives passed a piece of bipartisan legislation — the SECURE Act — which, if enacted, would represent a major step forward in expanding access to guaranteed lifetime solutions for American workers....

Buffer annuities push variable annuity sales to three-year high in Q3

November 19, 2019

Variable annuity sales hit a three-year high in the third quarter, a notable turnaround from their slump in recent years that largely reflects the growing sales of buffer annuities. Buffer annuities, a subset of variable annuities, are also...

Complaint claims Ohio National poses 'danger' due to its 'illegal' activity

November 18, 2019

An insurance agent filed a complaint Friday with the Ohio Department of Insurance against Ohio National Life Insurance Co., alleging that the insurer's treatment of a customer's insurance premiums broke the law and that three senior executives...

A SECURE Retirement Plan

November 12, 2019

Once again, Americans have an opportunity to make retirement savings history. Enactment of the Employee Retirement Income Security Act (ERISA) provided new protections for retirement savers. The creation of individual retirement accounts (IRAs)...

Ohio National to pay $213,000 to insurance agent for breaching contract

November 12, 2019

A jury awarded $213,000 in damages to an insurance agent formerly employed by Ohio National Life Insurance Co. after finding that the insurer breached the recruiting agreements it had in place with the agent. The insurance agent, Elisia Lattimer,...

Medicare premium increase and IRMAA surcharges announced for 2020

November 11, 2019

The base premium for Medicare Part B, which covers doctors' fees and outpatient services, will increase to $144.60 per month in 2020, up from $135.50 this year, according to an official announcement by the Centers for Medicare and Medicaid Services....

ETFs - An Important Tool for Wealth Management

November 8, 2019

Since their creation in 1990 in Canada and 1993 in the U.S., exchange-traded funds (ETFs) have become widely used to help investors achieve their financial goals. Drawn by low turnover, lower fees, broad diversification and greater tax efficiency,...

State insurance commissioners closing in on stronger standard for annuity sales

November 7, 2019

State insurance regulators are closing in on a final rule to strengthen the investment-advice standard related to annuity sales, but a critic says the standard falls short of the best-interest protection provided in New York. Earlier this week,...

Having the tough talk about retirement health care costs

November 2, 2019

Some advisers would rather not talk about it at all. Some focus on managing it in the short term, more or less ignoring the long term. Others believe focusing on the long term prods clients to act. [More:​ Prepping clients for retirement health...

Adding value during health insurance open enrollment

October 28, 2019

While a lot of people see the annual health insurance open enrollment period as a big headache, Michael Policar sees it as a big opportunity. Mr. Policar, wealth manager at HighTower Advisors Bellevue, has carved out a niche by rolling up his...

Healthy clients will avoid medical costs

October 26, 2019

As a former physician, one of Kenneth Waltzer's first moves when it comes to helping his clients manage and plan for health care expenses is to try and help them stay healthy. [More: Financial advisers shouldn't have to stress over health insurance]...

Prepping clients for retirement health costs

October 26, 2019

When it comes to helping clients save and prepare for health care expenses in retirement, financial advisers typically embrace one of two strategies: Focus on smaller near-term costs and hope for the best, or present clients with the overwhelming...

Security Benefit indexed annuity fraud lawsuit may signal trouble for other insurers

October 25, 2019

A lawsuit that alleges Security Benefit Life Insurance Co. engaged in a fraudulent scheme related to its indexed annuities hints at trouble for other indexed annuity shops at a time when the products are growing more popular. The lawsuit, Howard...

Why are fixed indexed annuities primed for growth?

October 16, 2019

Fixed indexed annuities, also referred to as equity indexed annuities, have been a hot button issue for decades now. But FIAs have also been widely misunderstood by investors, advisers and regulators, often being confused with variable annuities....

Medicare 2020 open enrollment begins Tuesday

October 15, 2019

Medicare open enrollment for health care coverage in 2020 begins Tuesday, Oct. 15. While most of the 60 million Medicare beneficiaries enrolled in the nation's primary health insurance program for retirees and people with disabilities usually...

Drug costs for some U.S. seniors to rise by hundreds of dollars

October 11, 2019

Senior citizens with high prescription drug costs are facing hundreds of dollars in additional expenses next year, according to a new analysis of Medicare's drug program by a nonprofit research group. Medicare's drug benefit, known as Part D,...

SEC probing compensation, sales practices in 403(b) plans for school districts

October 8, 2019

The Securities and Exchange Commission appears to be launching a broad investigation of compensation and sales practices in defined-contribution plans for school districts, an atypical move that targets a segment of the market frequently lambasted...

Next Page »

1 | 2 | 3 | 4 | 5 ... 114

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.