Summary prospectuses will be considerably shorter than the documents customers currently receive
The deal will combine the world's second- and third-biggest insurance brokerages
The products encourage clients to use health savings accounts as investment vehicles
What will a new insurance model rule for states mean for advisers who sell annuities? And what is the goal of the new Retirement Income Institute?
The self-regulatory agency this week barred registered rep Louis Cook
The financial services firm is the latest to be targeted for including proprietary products in its retirement plan
By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts
Insurance salespeople had a part in selling the $1.2 billion Woodbridge Ponzi
The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past
The Securities Division says the state considers VAs to be insurance products, not securities
Low interest rates are hampering sales, but the SECURE Act and the threat of a market correction could change that
The SECURE Act's 10-year window will cause many beneficiaries to spend rather than save, panelists said in an InvestmentNews webcast
Strong fixed annuity sales and growing demand for registered index-linked annuities fuel last year's sales gain, according to a report from the Secure Retirement Institute
Regulator was investigating Ronald Hannes for taking client funds intended to be used for life insurance
Now individual states must adopt the measure through legislation or rule-making
What does it take for an insurance agent to lose his license?
His proposed budget for 2021 lays out cuts to federal retirement benefits that would total $92 billion by 2030
The company is pursuing more business with those clients by providing 401(k)s, HSAs and other benefits
The state's new data-privacy law created a disclosure headache
The top issues that groups targeted for Capitol Hill influence were the SECURE Act and a financial transactions tax
