Results for "life insurance"

Displaying 225 results

Sort: Date | Relevance

Author:

Millennials and life insurance — not their parents' policies

June 22, 2016

Millennials are a unique generation with a new approach to life,which includes the way they secure information, collect insights and make purchasing decisions. This is especially true when it comes to benefits and financial products — particularly...

DOL fiduciary rule can also be applied to insurance

June 12, 2016

What's the best type of life insurance? That question has been been debated for decades. In the 1980s, universal life products were considered the best. In the 1990s, it was variable universal life products, and in the 2000s, it was guaranteed...

Life insurance helps with retirement planning, but beware of the pitfalls

May 29, 2016

Cash-value life insurance could prove to be a valuable asset for clients looking to couple an insurance need with tax and portfolio diversification in retirement. But there are some major caveats involved — namely, product considerations are...

Why advisers need to talk to clients differently about life insurance

May 10, 2016

Life insurance is one of the last asset types to be brought under the wealth management process. For this reason, it is often the most-neglected asset on clients' balance sheets and in their financial and estate plans. As with many other things,...

Transamerica sued for cost increases on universal life insurance contracts

March 23, 2016

Transamerica Life Insurance Co. has been sued for raising the cost of insurance on some universal life insurance contracts, an action plaintiffs allege constitutes a breach of obligations under the policies and has led to damages against contract...

Texas adviser barred for fraudulent sales of life settlements

March 22, 2016

An adviser has been barred by state securities regulators from serving as an investment adviser representative and broker in the state of Texas for fraudulent practices related to the sale of life settlements. James Poe, a Fort Worth-based adviser...

Mutual of Omaha jumps into hot indexed universal life insurance market

March 18, 2016

Mutual of Omaha is expanding its reach in the universal life insurance market with the debut of its first indexed product, coming at a time when such policies are surging in popularity and more insurers are pushing to get in on the action. Indexed...

Don't just rely on life insurance illustrations

March 18, 2016

CPAs, tax attorneys and trustees are the gatekeepers for the most-coveted clients and prospects. High-net-worth individuals look to these fiduciaries for advice, even when questions may be outside their specific areas of expertise, because their...

Voya lowers caps, participation rates on indexed universal life policies

February 17, 2016

Voya Financial is lowering the cap and participation rates on some of its indexed universal life insurance policies because of rising market volatility. Security Life of Denver Insurance Co. and ReliaStar Life Insurance Co. of New York, which...

Elder financial abuse grows more prevalent in annuity, life insurance products

February 11, 2016

Financial fraudsters have been turning their attention more regularly to insurance products as a way to take advantage of the U.S. senior population. Products such as annuities and life insurance have generally been viewed as less frequent targets...

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...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 ... 12

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.