Life Insurance And Annuities

Displaying 3377 results
Employers racing to offload pensions to insurers
RETIREMENT RETIREMENT PLANNING OCT 04, 2023
Employers racing to offload pensions to insurers

The trend is a boon for the insurance business, but there are questions about protections for retirees and workers.

By Emile Hallez
House bill to double HSA limits slammed as perk for wealthy
RETIREMENT RETIREMENT PLANNING OCT 03, 2023
House bill to double HSA limits slammed as perk for wealthy

Opponents say the legislation would do little to help most people.

By Emile Hallez
Annuities are changing the game for advisors
RETIREMENT RIAS SEP 29, 2023
Annuities are changing the game for advisors

Experts discuss the advantages of annuities and a handy tool for advisors at a recent webinar.

By Josh Welsh
$116 billion saved in HSAs, Devenir finds
RETIREMENT RETIREMENT PLANNING SEP 28, 2023
$116 billion saved in HSAs, Devenir finds

Asset and investment growth in health savings accounts was strong during the first half.

By Josh Welsh
RIAs seeing increase in client anxiety over retirement plans, survey shows
RETIREMENT RETIREMENT PLANNING SEP 27, 2023
RIAs seeing increase in client anxiety over retirement plans, survey shows

Clients are increasingly worried about retirement prospects and the level of financial security they can achieve during their golden years.

By Gregg Greenberg
Nebraska team managing more than $600M switches to LPL Financial
RETIREMENT BROKER DEALERS SEP 27, 2023
Nebraska team managing more than $600M switches to LPL Financial

Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities

By InvestmentNews
BlackRock says insurers plan to boost private debt and credit
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 27, 2023
BlackRock says insurers plan to boost private debt and credit

But the $29 trillion industry will pull back from PE and real estate.

By Bloomberg
Inflation is forcing some Americans to forego medical treatment
RETIREMENT RETIREMENT PLANNING SEP 26, 2023
Inflation is forcing some Americans to forego medical treatment

Millions of people are likely already struggling to pay medical bills, report reveals.

By Steve Randall
Webinar for RIAs discusses annuities, retirement planning
RETIREMENT RETIREMENT PLANNING SEP 25, 2023
Webinar for RIAs discusses annuities, retirement planning

The RIA LABS event looks at longevity risks and various products that can be used.

By Josh Welsh
The puzzle posed by annuities
RETIREMENT RETIREMENT PLANNING SEP 25, 2023
The puzzle posed by annuities

Perhaps the lack of demand among clients is a function of a lack of understanding of annuities among advisors.

By InvestmentNews
Does low knowledge of annuities help explain low adoption among advisors?
RETIREMENT OPINION SEP 12, 2023
Does low knowledge of annuities help explain low adoption among advisors?

As advisors' knowledge about annuities increases, so does their perception of these products.

By David Blanchett
Draining the pool of confusion surrounding long-term care insurance
RETIREMENT RETIREMENT PLANNING SEP 11, 2023
Draining the pool of confusion surrounding long-term care insurance

Throwing out life rafts: Advisors explain how they're addressing the knowledge gap and helping people face up to their own mortality.

By Gregg Greenberg
Lincoln team managing $800M moves to LPL Financial
RETIREMENT BROKER DEALERS SEP 06, 2023
Lincoln team managing $800M moves to LPL Financial

Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.

By Josh Welsh
LPL snaps up advisory team with $350 million in assets
RETIREMENT BROKER DEALERS AUG 30, 2023
LPL snaps up advisory team with $350 million in assets

The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors

By Lauren Johnson
LPL to gain Prudential's $50B wealth management business
RETIREMENT RIAS AUG 24, 2023
LPL to gain Prudential's $50B wealth management business

LPL has been picking up steam in working as a back-office platform for banks, credit unions and insurance companies.

By Bruce Kelly
SEC's lawsuit is a stretch to regulate insurance, lawyer says
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 21, 2023
SEC's lawsuit is a stretch to regulate insurance, lawyer says

A case against an advisor and insurance agent over his failure to disclose commissions could have wider consequences.

By Emile Hallez
Cetera closes deal for Securian wealth business
RETIREMENT BROKER DEALERS AUG 10, 2023
Cetera closes deal for Securian wealth business

The acquisition brings Cetera nearly $50 billion in client assets and more than 91% of Securian’s advisors.

By InvestmentNews
Pimco parent profit gains but not from asset management
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 10, 2023
Pimco parent profit gains but not from asset management

Allianz SE's insurance business earnings offset weakness for asset management which includes Allianz Global Investors.

By Bloomberg
Nuveen and TIAA roll out target-date series with annuity feature
RETIREMENT RETIREMENT PLANNING AUG 09, 2023
Nuveen and TIAA roll out target-date series with annuity feature

Few 401(k) plans have such features, but product providers expect that to change.

By Emile Hallez
Many Americans relying on insurance they haven't bought to pay for old-age care
RETIREMENT RETIREMENT PLANNING AUG 07, 2023
Many Americans relying on insurance they haven't bought to pay for old-age care

Survey reveals how people believe they will cope in their senior years, and the gaps that exist.

By Steve Randall