Life Insurance And Annuities

Displaying 3377 results
Alphabet soup is hot, and clients will pay more for those letters
RETIREMENT RIAS JUL 16, 2018
Alphabet soup is hot, and clients will pay more for those letters

Consumers value designations, although opinions vary on which ones carry the most swagger.

By Jeff Benjamin
Advisers applaud House bills to expand health savings accounts
RETIREMENT RETIREMENT PLANNING JUL 16, 2018
Advisers applaud House bills to expand health savings accounts

House committee approves measures to raise contribution limits, extend eligibility.

By Mark Schoeff Jr.
Improved health outcomes can boost retirement savings
RETIREMENT RETIREMENT PLANNING JUL 10, 2018
Improved health outcomes can boost retirement savings

Reducing health care costs frees up more money to be invested.

By Mary Beth Franklin
SEC bars ex-LPL rep over variable annuity sales
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 09, 2018
SEC bars ex-LPL rep over variable annuity sales

Massachusetts ordered Roger Zullo to disgorge $1.9 million in commissions.

By InvestmentNews
New ways to estimate and fund long-term care costs
RETIREMENT RETIREMENT PLANNING JUL 05, 2018
New ways to estimate and fund long-term care costs

Advisers are challenged to protect against one of the biggest risks to a retirement plan.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 05, 2018
The Life Insurance Agent as Financial Planner

Insurance is no longer just a one-off in planning.

By SteveParrishJDRICPCLUChFCRHU
Guggenheim accused of using cash from annuity unit to fund CEO's purchase of LA Dodgers
RETIREMENT LIFE INSURANCE AND ANNUITIES JUL 02, 2018
Guggenheim accused of using cash from annuity unit to fund CEO's purchase of LA Dodgers

Case charges firm with 'siphoning' funds from insurance companies it owns.

By InvestmentNews
Retirement planning 10 years after the financial crisis
RETIREMENT RETIREMENT PLANNING JUN 28, 2018
Retirement planning 10 years after the financial crisis

The 2008 crisis left investors focused on income vehicles that provide reliable returns.

By Eric Watson
The black hole of financial planning: Health care costs
RETIREMENT RETIREMENT PLANNING JUN 26, 2018
The black hole of financial planning: Health care costs

Affluent clients are confident about retirement plans, but not medical expenses

By Mary Beth Franklin
Galvin charges MetLife with inflating bottom line
RETIREMENT RETIREMENT PLANNING JUN 25, 2018
Galvin charges MetLife with inflating bottom line

Massachusetts securities czar says insurer's failure to make pension payments enabled it to lower reserves

By InvestmentNews
Why the super wealthy may want to fund life insurance with a loan
RETIREMENT RETIREMENT PLANNING JUN 22, 2018
Why the super wealthy may want to fund life insurance with a loan

If the rate of return on the policy exceeds the loan's interest rate over the life of the contract, the client comes out ahead. But beware the risks.

By Greg Iacurci
SEC charges insurance agent with $1.27 million Ponzi scheme
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 22, 2018
SEC charges insurance agent with $1.27 million Ponzi scheme

James Hocker took money from 25 mostly elderly, unsophisticated investors.

By Bloomberg
Minnesota charges financial planner with fraud costing investors $200,000
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 21, 2018
Minnesota charges financial planner with fraud costing investors $200,000

Lisa Marie Schurhammer said to have engaged in phony annuity and gold sales.

By Bloomberg
MetLife, Brighthouse sued for $500 million over missing pensioners
RETIREMENT RETIREMENT PLANNING JUN 20, 2018
MetLife, Brighthouse sued for $500 million over missing pensioners

Lawsuit claims insurers 'betrayed' thousands of pension plan participants and beneficiaries.

By Greg Iacurci
Vanguard research reframes retiree health care as annual expense
RETIREMENT RETIREMENT PLANNING JUN 19, 2018
Vanguard research reframes retiree health care as annual expense

Says viewing health costs as a staggering lump sum impedes action and planning.

By Bloomberg
Trump administration will let small businesses offer cheaper health plans
RETIREMENT RETIREMENT PLANNING JUN 19, 2018
Trump administration will let small businesses offer cheaper health plans

Association health plans would lack some of the protections required under Obamacare.

By Bloomberg
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 14, 2018
Driverless cars may cut traffic jams, but not insurance premiums

A handful of fatal accidents involving autonomous vehicles suggest car insurance will evolve, rather than go away.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 14, 2018
Guaranteed retirement income campaign launched

Industry coalition seeks to educate the public and advisers about the value of annuities.

By Mary Beth Franklin
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 07, 2018
Fixed annuity sales set for massive spike

Rising interest rates primarily responsible for estimated 50% spike in sales of fixed-rate deferred annuities through 2019, says insurance industry group Limra.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 05, 2018
Medicare trust fund will be exhausted in 2026, three years earlier than expected

New depletion date is blamed on lower payroll taxes, less revenue from taxing Social Security benefits and higher-than-expected spending.

By Bloomberg