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Long-term-care insurance gets a boost, but there's more to do

September 29, 2018

Among the possible costs that must be factored into retirement planning is that of long-term care. Research shows that as Americans get older, 70% will need some form of assistance, which can range from help at home with the activities of daily...

An adviser's guide to Medicare open enrollment

September 28, 2018

If you are younger than 65, you probably wonder what all the fuss is about as you're bombarded with television ads for Medicare Advantage and prescription drug plans each fall. As a financial adviser, you should view the annual Medicare open...

John Hancock testing wellness programs for long-term-care policyholders

September 28, 2018

John Hancock Life Insurance Co. plans to try out a number of wellness programs on some of its long-term-care insurance policyholders, which experts say would both help clients live longer, healthier lives and possibly provide an economic prop...

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...

Health-care planning presents an opportunity for advisers

September 27, 2018

Like it or not, financial advisers need to factor health-care costs and funding solutions into future retirement income plans. Clients expect it, and tools are now available to personalize cost calculations and to provide a variety of funding...

Secrets Behind Success: How do top firms retain great talent? (Hint: It’s not all about the money)

September 26, 2018

Most leaders at some point have found themselves discussing how to “keep” a certain talented individual from leaving the organization. Such conversations might have been prompted by a reorganization that impacted the person's role or, just...

How advisers can help cancer patients tackle financial distress

September 21, 2018

I'll never forget the shock when my brother-in-law, Billy — an avid athlete and outdoorsman — visited a doctor for his heartburn, only to learn he had stage 4 esophageal cancer. He fought the disease hard, but it claimed him eight months...

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...

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...

Universal life insurance lawsuits underscore product risk

September 19, 2018

Lawsuits filed against insurers in recent years for their practices around universal life insurance policies highlight the risks these products can pose to unwary financial advisers and clients. Transamerica Life Insurance Co., AXA Equitable...

Western & Southern buys Gerber Life Insurance in $1.55 billion deal

September 18, 2018

Western & Southern Financial Group has bought Gerber Life Insurance Co., a subsidiary of Nestlé, in a deal valued at $1.55 billion. Gerber Life, a direct-to-consumer life insurer, has $52 billion of life insurance in force and covers 3.6 million...

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...

States try to beat back rate increases on long-term-care policies

September 13, 2018

States have taken steps to limit the drastic rate increases plaguing the long-term-care insurance market, leading some experts to suggest that these insurance policies are worth a second look for financial advisers and consumers. More than three...

Life insurance is not for saving

September 11, 2018

Stop buying life insurance as a savings strategy. Stop buying it as a tax-deferral vehicle for retirement savings. Stop spending thousands of dollars a month on life insurance premiums, at least until you read the rest of this column. Life insurance...

Finra fines Securities America $175,000 for failure to supervise variable annuity sales

September 7, 2018

The Financial Industry Regulatory Authority Inc. fined Securities America $175,000 for failing to properly oversee the sale of a certain type of short-term variable annuity product. According to Finra, Securities America brokers violated or...

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....

Legislation affecting advisers may fall victim to tight Capitol Hill calendar

September 6, 2018

Legislation that would reform how advisers are regulated, increase contribution limits for health savings accounts and strengthen retirement security could fall victim to a tight congressional calendar or partisan divisions this fall. In late...

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...

DOL fiduciary rule caused $14 billion in stock losses for investment firms: report

September 5, 2018

The Department of Labor's fiduciary rule led to "tremendous" losses for brokerage and other investment firms, causing billions of dollars to be shed from their market valuations as investors feared the rule would hurt profitability, according...

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....

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