Life Insurance And Annuities

Displaying 3375 results
Annuities selling at record level as clients look for growth and buffers
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 25, 2023
Annuities selling at record level as clients look for growth and buffers

Total sales are up 28% in the first half, with RILAs and fixed annuities rising, according to Limra.

By Emile Hallez
Planning for the 40% of retirements that occur without warning
RETIREMENT RETIREMENT PLANNING JUL 19, 2023
Planning for the 40% of retirements that occur without warning

Considering a range of scenarios and having different buckets of assets is helpful, advisors say.

By Emile Hallez
What advisors need to tell clients traveling abroad this summer
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 06, 2023
What advisors need to tell clients traveling abroad this summer

Financial advisors nationwide are taking calls from clients asking about what they should have in place prior to international travel.

By Gregg Greenberg
Staying in-plan: More 401(k)s keep retiree assets but more products needed
RETIREMENT RIAS JUN 30, 2023
Staying in-plan: More 401(k)s keep retiree assets but more products needed

Keeping retirees in the plan helps both participants and sponsors save on costs, but many 401(k)s are lacking income options.

By Emile Hallez
NAPFA OKs membership for advisors with trailing commissions 
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 28, 2023
NAPFA OKs membership for advisors with trailing commissions 

If advisors receive $2,500 or less in commissions and donate the proceeds to charity, they can join the fee-only organization.

By Mark Schoeff Jr.
Retiree health care cost estimate 'flat,' Fidelity says
RETIREMENT RETIREMENT PLANNING JUN 21, 2023
Retiree health care cost estimate 'flat,' Fidelity says

For the first time in nearly a decade, anticipated health care costs for retirees were unchanged from the previous year's estimate.

By Gregg Greenberg
How retirees and pre-retirees can benefit from high interest-rate environment 
RETIREMENT OPINION JUN 21, 2023
How retirees and pre-retirees can benefit from high interest-rate environment 

Clients can explore savings strategies and financial products with higher risk-free returns and alternative fixed-income investments.

By Mike DeKoning
What advisors need to know about estate planning for LGBTQ couples, individuals
RETIREMENT RETIREMENT PLANNING JUN 20, 2023
What advisors need to know about estate planning for LGBTQ couples, individuals

In the absence of proper estate planning, there's a risk that LGBTQ individuals' intentions may not be respected.

By Gregg Greenberg
The Truth About Custom Indices
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 15, 2023
The Truth About Custom Indices

What’s behind the surge in popularity among fixed indexed annuities? Their aim to help protect principal and achieve predictable returns is part of the story—and layering in a custom index can be a smart part of that strategy.

By InvestmentNews Create
Bill allowing more types of annuities in retirement plans tops IRI’s lobbying agenda
RETIREMENT RETIREMENT PLANNING JUN 13, 2023
Bill allowing more types of annuities in retirement plans tops IRI’s lobbying agenda

The Insured Retirement Institute is hoping Congress has an appetite for more retirement savings legislation following the SECURE Act and SECURE 2.0.

By Mark Schoeff Jr.
$200 million team from Valic signs on with LPL
RETIREMENT BROKER DEALERS JUN 12, 2023
$200 million team from Valic signs on with LPL

Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.

By InvestmentNews
Firm headed by former NFL player joins LPL from Lincoln Financial
RETIREMENT BROKER DEALERS JUN 06, 2023
Firm headed by former NFL player joins LPL from Lincoln Financial

Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.

By InvestmentNews
MassMutual promotes pair to leadership team, says goodbye to US head
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 30, 2023
MassMutual promotes pair to leadership team, says goodbye to US head

Mike Fanning is retiring after 17 years as the insurer's US head, a period in which MassMutual grew into one of the top annuity providers in the US.

By Gregg Greenberg
Fixed annuity sales stayed hot in Q1, Limra says
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 26, 2023
Fixed annuity sales stayed hot in Q1, Limra says

Total fixed annuity sales surged 101% to $70.9 billion in the first three months of 2023, compared with last year’s results.

By Gregg Greenberg
Survey shows inflation increases retirement savings worries
RETIREMENT RETIREMENT PLANNING MAY 22, 2023
Survey shows inflation increases retirement savings worries

The American Council of Life Insurers included questions in the poll that it says show a DOL fiduciary rule would hinder access to retirement advice.

By Mark Schoeff Jr.
10 IBDs with the most annuity revenue in 2022
RETIREMENT BROKER DEALERS MAY 19, 2023
10 IBDs with the most annuity revenue in 2022

Here are the firms that took in the most annuity revenue last year, as market volatility propelled record annuity sales.

By InvestmentNews
When fiduciary duty is at odds with what's right for clients
RETIREMENT COMPLIANCE MAY 18, 2023
When fiduciary duty is at odds with what's right for clients

It's time for the financial services industry to rethink its rules when it comes to offsetting fees.

By Jeff Benjamin
GOP attorneys general go after climate-minded insurers
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 17, 2023
GOP attorneys general go after climate-minded insurers

The Republican AGs are examining net-zero goals that insurance companies have agreed to as part of an industry group.

By Emile Hallez
Finra slaps MassMutual B-D with $250,000 fine for not promptly reporting customer complaints
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 17, 2023
Finra slaps MassMutual B-D with $250,000 fine for not promptly reporting customer complaints

The disclosures that MML Investors Services delayed making included customer complaints and arbitrations, criminal charges and bankruptcies.

By Bruce Kelly
The annuity industry eyes another record year after 2022’s grand slam performance
RETIREMENT RETIREMENT PLANNING MAY 15, 2023
The annuity industry eyes another record year after 2022’s grand slam performance

Like baseball star Aaron Judge, annuity sales set a record in ‘22. Here’s why the retirement income instrument could pop out of the dugout for a curtain call in ‘23.

By Gregg Greenberg