Life Insurance And Annuities

Displaying 3377 results
Finra exams find fault with sales of variable annuities, nontraded REITs and private placements
RETIREMENT ALTERNATIVES DEC 07, 2018
Finra exams find fault with sales of variable annuities, nontraded REITs and private placements

Regulator highlights reps engaging in unsuitable product sales and firms not conducting appropriate due diligence.

By Greg Iacurci
Tax law dilutes this important break after year-end
RETIREMENT RETIREMENT PLANNING DEC 06, 2018
Tax law dilutes this important break after year-end

Taking a deduction for out-of-pocket medical expenses will face a higher bar in 2019.

By Greg Iacurci
Indexed universal life insurance continues growth streak
RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 03, 2018
Indexed universal life insurance continues growth streak

IUL's market share is two-and-a-half-times larger than it was at the beginning of the decade.

By Greg Iacurci
Anger over Ohio National's attack on VA contracts
RETIREMENT RETIREMENT PLANNING NOV 30, 2018
Anger over Ohio National's attack on VA contracts

Columnist is one of the owners of a VA contract that insurer is cutting fees on.

By Mary Beth Franklin
Why seniors need travel insurance
RETIREMENT RETIREMENT PLANNING NOV 29, 2018
Why seniors need travel insurance

Medicare doesn't cover medical costs outside the U.S.

By Mary Beth Franklin
Annuity and mutual fund interests at odds over 401(k) disclosures
RETIREMENT RETIREMENT PLANNING NOV 29, 2018
Annuity and mutual fund interests at odds over 401(k) disclosures

Insurance groups facing off against retirement industry stakeholders over issue of lifetime income illustrations.

By Greg Iacurci
Congress tries to jam through retirement legislation by year-end
RETIREMENT RETIREMENT PLANNING NOV 27, 2018
Congress tries to jam through retirement legislation by year-end

The chairman of the House Ways and Means Committee is upping the ante on his prior effort to pass a package of tax and retirement measures.

By Greg Iacurci
Variable annuity sales up 25% from this time a year ago
RETIREMENT RETIREMENT PLANNING NOV 26, 2018
Variable annuity sales up 25% from this time a year ago

Rising interest rates and slowing stock market drive assets to insurance products, Limra report says.

By Ryan W. Neal
NAIFA files suit against New York for mandating best-interest insurance sales
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 26, 2018
NAIFA files suit against New York for mandating best-interest insurance sales

Interest group chapter argues the state's Department of Financial Services exceeded its authority with the rule.

By Mark Schoeff Jr.
Your client has a car, a gun — and Alzheimer's
RETIREMENT RETIREMENT PLANNING NOV 26, 2018
Your client has a car, a gun — and Alzheimer's

Are you helping clients with the four key transitions in retirement?

By Stephen Gresham
Variable annuity shops eye property and casualty insurers to expand distribution
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 26, 2018
Variable annuity shops eye property and casualty insurers to expand distribution

Jackson National and Lincoln Financial, among the largest VA providers, recently announced distribution partnerships set to kick in next year.

By Greg Iacurci
Independent Perspective: Why Reza Zamani Chose Independence
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 26, 2018
Independent Perspective: Why Reza Zamani Chose Independence

Learn how and why one advisor decided to make the move to independence, and how his business fared.

By Gillian Albert
Medicare enrollment: Prepare or pay the price
RETIREMENT RETIREMENT PLANNING NOV 24, 2018
Medicare enrollment: Prepare or pay the price

With rising health-care costs threatening to derail carefully constructed retirement plans, advisers should ensure clients successfully navigate the process of signing up for Medicare to avoid stiff penalties.

By Mary Beth Franklin
Advisers must step up guidance on Medicare, as flubs are costly
RETIREMENT RETIREMENT PLANNING NOV 24, 2018
Advisers must step up guidance on Medicare, as flubs are costly

Some clients may not even realize they're supposed to enroll.

By crain-api
Countdown to Medicare and Social Security checklist
RETIREMENT RETIREMENT PLANNING NOV 24, 2018
Countdown to Medicare and Social Security checklist

Here's what advisers should be reviewing with their clients each year between ages 62 and 70.

By Mary Beth Franklin
Medicare high-income surcharges to increase in 2019
RETIREMENT RETIREMENT PLANNING NOV 21, 2018
Medicare high-income surcharges to increase in 2019

New top tier added for ultra-high-income retirees next year.

By Mary Beth Franklin
Finra fines H. Beck $400,000 for unsuitable sale of variable annuities
RETIREMENT BROKER DEALERS NOV 21, 2018
Finra fines H. Beck $400,000 for unsuitable sale of variable annuities

Finra said the firm failed to mandate and enforce its own written supervisory procedures, resulting in the unsuitable sale of L-share variable annuities tied to long-term riders.

By Sarah Min
Cetera broker-dealers latest to file legal claim against Ohio National
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 21, 2018
Cetera broker-dealers latest to file legal claim against Ohio National

Six Cetera broker-dealers allege the insurer will be breaching its contractual obligations by withholding millions of dollars in trail commissions from their brokers.

By Greg Iacurci
Ohio National lays off chief distribution officer; president retires after three months on the job
RETIREMENT BROKER DEALERS NOV 20, 2018
Ohio National lays off chief distribution officer; president retires after three months on the job

The personnel changes come weeks after the insurer's controversial decision to stop paying trail commissions on some annuities.

By Greg Iacurci
3 reasons for the annuity sales spike
RETIREMENT OPINION NOV 19, 2018
3 reasons for the annuity sales spike

And none of them have anything to do with the death of the DOL rule

By Scott Stolz