Life Insurance And Annuities

Displaying 3377 results
Allianz Life to use eMoney Advisor
RETIREMENT FINTECH APR 28, 2020
Allianz Life to use eMoney Advisor

The planning tool will help advisers explain the role of annuities in retirement

By InvestmentNews
New York Life to sell ETF-based alternative to annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 27, 2020
New York Life to sell ETF-based alternative to annuities

The insurance giant announced an exclusive deal to distribute unit investment trusts

By Emile Hallez
Thrivent Financial ups efforts to put customers ahead of products
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 24, 2020
Thrivent Financial ups efforts to put customers ahead of products

The new chief commercial officer position signals a focus on holistic planning

By Jeff Benjamin
Wells Fargo adds SECURE Act-friendly 401(k) annuity service
RETIREMENT RETIREMENT PLANNING APR 23, 2020
Wells Fargo adds SECURE Act-friendly 401(k) annuity service

The firm will act as a fiduciary for insurance provider selection for qualified longevity annuity contracts

By Emile Hallez
Another broker sues Ohio National over VA commissions
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 23, 2020
Another broker sues Ohio National over VA commissions

Somerset Securities recently filed a case against the insurer over its 2018 decision to halt trail commissions on certain variable annuity contracts

By Emile Hallez
VA sales up, fixed annuities down: LIMRA report
RETIREMENT RETIREMENT PLANNING APR 22, 2020
VA sales up, fixed annuities down: LIMRA report

Low interest rates drove investors away from some products, but that may change, according to the organization's Secure Retirement Institute

By Emile Hallez
Transamerica VA targets fee-based advisers
RETIREMENT RETIREMENT PLANNING APR 21, 2020
Transamerica VA targets fee-based advisers

The insurer added a new low-cost variable annuity product without living benefits

By Emile Hallez
Managing risk in retirement: Lessons from COVID-19
RETIREMENT OPINION APR 21, 2020
Managing risk in retirement: Lessons from COVID-19

The coronavirus is throwing a wrench in many Americans' financial plans, but advisers can help keep investors on track

By Philip E. Caminiti
By the Numbers: COVID-19 and Annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 17, 2020
By the Numbers: COVID-19 and Annuities

InvestmentNews Chief Content Officer George Moriarty looks at how the pandemic has impacted investor demand for annuities

By InvestmentNews
How advisers can handle the medical expense of COVID-19
RETIREMENT RETIREMENT PLANNING APR 17, 2020
How advisers can handle the medical expense of COVID-19

The pandemic should prompt discussions about long-term care and advance directives

By Emile Hallez
Cash-value life insurance provides a safe harbor in the current storm
RETIREMENT OPINION APR 16, 2020
Cash-value life insurance provides a safe harbor in the current storm

When equity markets are up and the economy is running smoothly, it’s easy to overlook the value of the downside protection you get from investing in life insurance

By Marc Schechter & Jordan Smith
IRI wants retirement plans at forefront of COVID-19 legislation
RETIREMENT RETIREMENT PLANNING APR 14, 2020
IRI wants retirement plans at forefront of COVID-19 legislation

But an investor advocate sees the proposal as a ‘brazen effort’ to use the pandemic to promote the annuity sector

By Mark Schoeff Jr.
New York State fines pension risk transfer insurer $45 million
RETIREMENT RETIREMENT PLANNING APR 13, 2020
New York State fines pension risk transfer insurer $45 million

The regulator says Athene Holding Ltd. sold insurance in the state without a license

By InvestmentNews
Annuities take center stage
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 12, 2020
Annuities take center stage

As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.

By Emile Hallez
3 Questions: COVID-19’s impact on annuities
RETIREMENT RETIREMENT PLANNING APR 03, 2020
3 Questions: COVID-19’s impact on annuities

Retirement reporter Emile Hallez talks about his cover story on how the pandemic changes the market outlook for annuities

By InvestmentNews
Market volatility likely to prompt 401(k) plan menu changes
RETIREMENT RETIREMENT PLANNING MAR 30, 2020
Market volatility likely to prompt 401(k) plan menu changes

Retirement plan sponsors might change their views on risk, especially for participants near retirement

By Emile Hallez
Investor advocate says variable annuity summary prospectus lacked sufficient testing
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 18, 2020
Investor advocate says variable annuity summary prospectus lacked sufficient testing

The SEC says in the final rule that it solicited feedback on hypothetical forms

By Mark Schoeff Jr.
Annuities, hard hit by COVID-19, give retirees one less option
RETIREMENT RETIREMENT PLANNING MAR 18, 2020
Annuities, hard hit by COVID-19, give retirees one less option

Insurers have started pulling some products amid volatility and low interest rates

By Emile Hallez
Roth conversions 'on sale' and other retirement advice amid the market crash
RETIREMENT RETIREMENT PLANNING MAR 18, 2020
Roth conversions 'on sale' and other retirement advice amid the market crash

People near retirement are the most at risk from the sell-off, and advisers have several recommendations for them

By Emile Hallez
Singles, survivors most affected by Medicare surcharges
RETIREMENT RETIREMENT PLANNING MAR 13, 2020
Singles, survivors most affected by Medicare surcharges

Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums

By Mary Beth Franklin