Life Insurance And Annuities

Displaying 3377 results
RETIREMENT RIAS NOV 15, 2017
Schwab execs sound off on Bitcoin, HSAs and Morgan Stanley exit from broker protocol

Government likely to rein in popular cryptocurrency, health savings accounts will grow, and wirehouse's decision on recruiting agreement called a mistake.

By Mark Schoeff Jr.
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 15, 2017
Finra fines Horner Townsend & Kent $275,000 over VA sales

Firm also censured for failure to supervise share class recommendations.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING NOV 10, 2017
TIAA subpoenaed over sales practices

Whistleblowers cited in Times article say the pension giant pressured reps to push expensive managed accounts.

By InvestmentNews
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 09, 2017
Finra fines Ameritas $180,000 over VA sales

Firm failed to set up systems and adequately supervise representatives, regulator says.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING OCT 31, 2017
Trump administration seeks to give boost to 401(k) annuities

A Treasury proposal seeks to amend rules for plan sponsors to help them assess the long-term viability of insurance companies.

By Greg Iacurci
RETIREMENT OPINION OCT 27, 2017
Private placement life insurance: A primer

They may provide high-net-worth clients with tax-advantaged portfolio income, cash access, creditor protection under some state laws and a tax-free death benefit.

By Steven Zeiger and William Waxman
RETIREMENT OPINION OCT 24, 2017
Don't forget secondary market for life insurance

Clients with unwanted policies might be able to sell or exchange them for better policies.

By Jamie Hopkins
Good luck picking the "best" insurance product
RETIREMENT OPINION OCT 19, 2017
Good luck picking the "best" insurance product

Hint: There's no silver bullet for evaluating the best insurance products.

By Barry Flagg
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 16, 2017
Fill the Gaps of Special Needs Financial Planning

By Tom Halloran, President, Voya Financial Advisors
RETIREMENT RETIREMENT PLANNING OCT 16, 2017
Building blocks of special needs financial planning

By Bloomberg
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 13, 2017
IRS alerts tax pros to insurance form scam

Government says cybercriminals have found ways to access life insurance and annuity accounts.

By InvestmentNews
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 12, 2017
DOL fiduciary rule delay boosts prospects for annuity sales

Indexed and variable annuities are likely to get a big bump in sales if the rule is delayed until July 2019.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING OCT 12, 2017
Trump moves to undermine Obamacare

President's order directs agencies to write new rules for insurance.

By Bloomberg
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 11, 2017
Finra orders Morgan Stanley to return $200,000 in variable annuity sale

Arbitration panel says prospectus, fees may not have been sufficiently revealed beforehand

By InvestmentNews
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 10, 2017
Finra cracks down on faulty variable annuity exchanges

Two recent enforcement actions highlight how the brokerage watchdog is upping its scrutiny and is unlikely to relent.

By Greg Iacurci
RETIREMENT OPINION OCT 09, 2017
It's time for the life insurance industry to ditch illustration comparisons

Top 10 reasons why it's time to 'break up' with projected policy values.

By Barry Flagg
How to pay for long-term care? Several funding options exist
RETIREMENT RETIREMENT PLANNING OCT 09, 2017
How to pay for long-term care? Several funding options exist

There are alternative ways to fund long-term care if you need it, even if you’re not a millionaire 

By Ramon Vicente Berenguer
RETIREMENT RETIREMENT PLANNING OCT 06, 2017
How We're Investing in the Search for a Cancer Cure

By Frank Jennings, Ph.D., Portfolio Manager
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 11, 2017
DOL fiduciary rule has enforcement gaps — and they could widen

Parts of the rule not subject to a contract requirement don't offer investors an avenue to recover losses if they receive bad advice.

By Greg Iacurci
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 05, 2017
MetLife cutting annuity pay to some of its former advisers

Advisers who moved to other broker-dealers after MetLife sold to Massachusetts Mutual are seeing trailing commissions cut on VA and fixed annuity contracts.

By Bruce Kelly