Life Insurance And Annuities

Displaying 3377 results
RETIREMENT RETIREMENT PLANNING MAR 01, 2018
Startup offers annuities online on a subscription plan

Blueprint Income's founders aim to save America from retirement insecurity.

By Bloomberg
RETIREMENT RETIREMENT PLANNING FEB 26, 2018
Even the strongest retirement plans can be derailed by health care costs

New guide offers ideas for estimating and funding retiree health care.

By Mary Beth Franklin
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 22, 2018
IRI seeks Republican support for bill to expand auto-401(k) plans

Legislation by Rep. Richard Neal would require most small businesses to establish a retirement plan and automatically enroll employees.

By Mark Schoeff Jr.
RETIREMENT ALTERNATIVES FEB 22, 2018
Bond dilemma requires new thinking

Innovative strategies are needed as investors face the end of the long bull cycle in fixed income.

By Karan Sood
RETIREMENT RETIREMENT PLANNING FEB 21, 2018
DOL fiduciary rule continues to take toll on annuity sales

Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 20, 2018
Growth in Health Savings Accounts may have stalled, says EBRI

Many accounts are unfunded and not receiving contributions, group finds.

By InvestmentNews
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 16, 2018
Indexed annuities' performance may not be what you expect

Advisers should position the products more like fixed income than equities.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 14, 2018
New tax law could increase pension risk transfers

Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.

By Greg Iacurci
Life insurance 'advice' in an era of fake news
RETIREMENT OPINION FEB 14, 2018
Life insurance 'advice' in an era of fake news

Advisers who have clients' best interests at heart should insist upon the disclosure of actual internal policy costs and performance.

By Barry Flagg
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 13, 2018
Buffer annuities grow in popularity

The products, also known as structured or variable-indexed annuities, have gained market share, and more insurers are rolling them out.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 09, 2018
GE's long-term-care insurance woes are symptomatic of ailing industry

Traditional LTC insurers continue to be dogged by miscalculations on old policies.

By Greg Iacurci
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 08, 2018
Minnesota rep barred for no-show over VA trades

Finra was investigating Brett Ashy for unauthorized transaction.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING FEB 02, 2018
The verdict is in on standing desks

You burn more calories standing than sitting — but not that many.

By Bloomberg
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 29, 2018
Prudential pivots toward indexed annuities

Other big VA carriers such as AIG and Nationwide have already seen success in the indexed annuity market.

By Greg Iacurci
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 26, 2018
New York lobbies for nationwide 'best-interest' standard for life insurance sales

Such a rule would mark a big shift in the way life insurance is currently regulated by the states.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JAN 25, 2018
How new leadership at DOL could address retirement rules

The incoming head of the Employee Benefits Security Administration may pursue new regulations around 401(k) issues such as annuities.

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING JAN 23, 2018
New tool helps advisers estimate health care costs

Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses.

By Mary Beth Franklin
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 19, 2018
State fiduciary rules may be reckoning for life insurance industry

Unlike DOL fiduciary rule, New York's best-interest rule covers life insurance sales and could be a harbinger for other states

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JAN 17, 2018
Beware: Medicare surcharges can change throughout year based on latest tax return

This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.

By Mary Beth Franklin
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 10, 2018
Technology is streamlining the process of issuing life insurance policies

A digital transformation is taking root in the industry, and it's benefiting clients and advisers alike.

By Greg Iacurci