Results for "life insurance"

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New rules for indexed universal life insurance underscore due diligence concerns

February 3, 2016

New rules that go into effect for indexed universal life insurance products next month demonstrate the need for going beyond illustrations when determining a policy's value for a client. The National Association of Insurance Commissioners adopted...

Legacy planning is not just for the rich and famous

January 28, 2016

Many of us will remember the Barbra Streisand song “The Way We Were” and the verse “Memories light the corners of my mind.” When we think of family and the next generation, we want those memories to be positive and not locked away in...

Solid risk management system should include insurance planning to protect assets

January 24, 2016

As a financial service professional, you take upon yourself the role of helping your clients build their financial futures. Undoubtedly, during your years of training for this demanding profession, you have come across one of the many versions...

Advisers shouldn't sweat MetLife's U.S. retail split

January 13, 2016

Advisers shouldn't make too much of MetLife's plan to divest a portion of its U.S. retail operations, including large blocks of its variable annuity and life insurance business. Clients' in-force insurance policies would remain under the subsidiary...

Insurers and their clients will reap benefits when rate rise picks up steam

December 10, 2015

A move by the Federal Reserve to raise interest rates, which could come as soon as next week, would be a boon for the insurance industry and its customers by way of better benefits offered through annuity and life insurance products. But that...

Universal life cost increases could be 'tip of the iceberg'

December 7, 2015

Some insurers are raising costs on in-force universal life insurance contracts, due largely to persistently low interest rates, which has some industry watchers concerned more firms will follow suit as rates remain depressed. “You're going...

Advisers shy away from LTC insurance dialogue: Study

October 20, 2015

Although it's generally understood that evaluating a client's long-term-care needs is an important part of retirement planning, few advisers are using LTC insurance products with clients or having conversations with them about LTC. A new Lincoln...

The latest data on life insurance companies and long-term-care providers

September 20, 2015

Life insurance companies, ranked by direct premiums Company 2014 direct premiums ($M) Market share Metropolitan $11,261.1 7.66% Northwestern Mutual $9,516.4 6.48% New York Life $8,185.6 5.57% Prudential of America $7,731.1 5.26% Lincoln National...

Allianz refreshes fixed-index universal life insurance lineup

August 4, 2015

A subsidiary of the insurance giant Allianz SE on Tuesday announced changes to its fixed-index universal life insurance lineup, offering a new underlying index and benefits to the product's fast-growing market. Two of the firms' products now...

New life insurance study debunks 'buy term, invest the difference'

July 28, 2015

For decades, the rallying cry of the financial advice industry has been for clients to buy inexpensive term life insurance rather than more expensive whole life insurance and invest the premium savings on their own. The only problem is most...

Willis Group and Towers Watson to merge

June 30, 2015

Willis Group Holdings PLC, the world's third-largest insurance broker, and Towers Watson & Co., the world's fifth-largest investment consultant by assets under advisement, announced on Tuesday they have agreed to an all-stock merger creating...

MetLife files suit to fight 'too big to fail' status

June 17, 2015

MetLife takes big issue with its “Too Big To Fail” status by filing suit against the Financial Stability Oversight Council. Charging FSOC with acting as 'judge, jury and executioner' Looking past the fact the Fed is not expected to announce...

Raymond James bolsters indexed annuities and life wholesaling with acquisition

May 29, 2015

Looking to step up its indexed annuities and life wholesaling game, Raymond James Financial Inc. announced Friday it would acquire The Producers Choice, an insurance marketing organization. The deal is expected to close mid-summer, and Producers...

SEC goes after firm for fraud tied to life settlements

April 8, 2015

The Securities and Exchange Commission has charged a California investment firm with fraud and securities violations surrounding investments tied to life insurance policy death benefits. The SEC alleges Pacific West Capital Group Inc., based...

Northwestern Mutual purchases LearnVest

March 25, 2015

Northwestern Mutual Wednesday announced it will acquire LearnVest, an online advice platform that also provides one-on-one financial counseling through financial advisers. Terms of the deal were not announced. As part of the deal, Northwestern...

Northwestern Mutual agrees to settle annuities suit for $84 million: report

March 17, 2015

Northwestern Mutual Life Insurance Co is paying $84 million to settle a class action lawsuit that claimed the firm illegally reduced payouts on annuities it sold 30 years ago. The lawsuit covered about 4,000 current and 29,000 former owners...

Bigger & Better

March 16, 2015

Though these billion-dollar babies are a diverse group, on the whole they appear to be growing their businesses faster, trimming overhead more aggressively, serving larger clients and generating more money for their owners than their smaller...

Robert Benmosche remembered as tenacious, fair by colleagues

February 27, 2015

Steve Miller called him tenacious. Steve Kandarian remembered his fighting spirit. As Maurice “Hank” Greenberg put it, Robert Benmosche, who died Friday at 70 after leading two of the biggest U.S. insurers, “was a fighter.” “If he...

The Mutual Fund Store adds new products, services as it eyes eventual IPO

February 15, 2015

Three years after taking over leadership of The Mutual Fund Store from its charismatic, straight-shooting founder, Adam Bold, John Bunch is starting to make his mark by expanding its products and services. The company is expanding its financial...

Don't let beneficiary designations come back to haunt divorcing clients

January 27, 2015

When gearing up for a divorce, don't just check all of the beneficiary designations — make sure you're aware of how state laws will affect life insurance death benefits. Scrutiny of beneficiary designations amid a divorce sounds like a no-brainer,...

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