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Darla Mercado

Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado

Displaying 965 results

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MetLife to get back in variable annuity game despite first quarter declines

Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.

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Fixed annuity sales receiving added scrutiny from Finra

With broker-dealers selling a bigger share of indexed annuities, securities regulators are taking a closer look at policies…

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Brokerage industry sounds off about Finra broker compensation proposal

Comment letters show independent B-Ds want no part of it, while wirehouses are all for it.

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Lincoln National: Variable annuity sales are up, and there’s still room to grow

Lincoln National's variable annuity deposits hit $3.4 billion at the life insurer during the third quarter, reflecting a 56% increase from the year-ago period, but execs want to shift more to contracts without living benefits.

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Demand forces Jackson National to halt VA exchanges temporarily

Seven-week block applies only to products with guaranteed living benefits, not fixed and indexed annuities.

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Where to access retirement income now

Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.

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Millennials: Young and poor now, but your mainstay clients someday

They may not have money now, but executives say you should get ready for when they do.

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Why clients are their own most valuable asset

Earning power needs to be factored in to all retirement plans

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Axa to pay $20M fine for handling of variable annuities

A New York regulator alleges that the insurer limited the returns of legacy variable annuity clients.

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SEC charges pair of brokers, investment advisory firm, others with $80M variable annuity scam

The SEC charged a pair of brokers, an investment adviser and others in an $80 million variable annuity scam that an SEC official called a "calculated fraud exploiting terminally ill patients."