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Meet the annuity ‘robo’ looking to undercut insurance agents
Stan "The Annuity Man" Haithcock heads a new direct-to-consumer website providing annuity quotes and comparisons.
Transamerica sued for cost increases on universal life insurance contracts
Transamerica along with other insurers have upped costs on in-force policies as they've had to contend with persistently low interest rates.
Texas adviser barred for fraudulent sales of life settlements
James Poe failed to disclose material conflicts of interest to investors, including receipt of a 20% fee through a firm he owned, according to the Texas State Securities Board.
DOL fiduciary rule will transform the annuity industry
If the Labor Department has its way, say goodbye to the variable annuity industry as we know it. (Related: Spotlight on Annuity Strategies special report)
Rising interest rates pushing annuity product development
Security Benefit, Allianz and New York Life all debuted new fixed annuity products in March that seek to benefit investors in a rising-rate environment.
Genworth to pay $219M to settle securities lawsuit related to long-term-care insurance
The insurer allegedly made false representations to investors over the strength of its long-term-care business.
Insurers and their clients will reap benefits when rate rise picks up steam
Annuity and life insurance products would likely see better contract guarantees long-term.
SEC adds ETFs, variable annuities to exam priorities
The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.
What advisers can learn from a convicted felon’s lawsuit against Goldman Sachs
Case highlights vulnerability of advisers when they don't use up-to-date methods to project costs.
Why fixed indexed annuities are continuing to increase in popularity
Their features require careful explanation, but today's fixed indexed annuities can offer upside for clients.
As indexed universal life sales climb, be sure to mind the risks
Advisers need to bear in mind that this cousin of traditional universal life insurance requires unique precautions.
LPL eyes more fee-based variable annuities as fiduciary rule looms
Distribution of more variable annuities in an advisory rather than commission environment could play out as a result of Labor Department regulation.
Donald Trump’s health care plan starts with repealing Obamacare
Breakfast with Benjamin Donald Trump's health care plans includes repealing Obamacare, along with six other points. It promises to be yuuge.
Medicare, reverse mortgages and the complexities of retirement planning
There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.
Commonwealth ceases sale of some variable annuities
Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.
MetLife wins court ruling to remove ‘too big to fail’ label
Classifying America's biggest life insurer as a systemically important financial institution gets rejected by a federal judge.
Why indexed annuities eventually could outsell the variable variety
The factors influencing a shift toward indexed annuities and away from variable annuities
Fidelity suspends MetLife annuity sales as insurer mulls breakup
The second-largest U.S. mutual fund company stopped sales of MetLife's annuities in light of uncertainty surrounding a possible sale of its retail unit.
MetLife weighs spinoff of domestic retail business as CEO seeks less oversight
After non-bank systemically important financial institution designation, insurer is weighing a possible sale, spinoff or public offering
Advisers shy away from LTC insurance dialogue: Study
Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.
