Life Insurance And Annuities

Displaying 3377 results
RETIREMENT RETIREMENT PLANNING MAR 10, 2016
Medicare, reverse mortgages and the complexities of retirement planning

There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today's world.

By Katy Votava
Commonwealth ceases sale of some variable annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 01, 2016
Commonwealth ceases sale of some variable annuities

Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.

By Greg Iacurci
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 29, 2016
MetLife wins court ruling to remove 'too big to fail' label

Classifying America's biggest life insurer as a systemically important financial institution gets rejected by a federal judge.

By Bloomberg
RETIREMENT OPINION FEB 29, 2016
Why indexed annuities eventually could outsell the variable variety

The factors influencing a shift toward indexed annuities and away from variable annuities

By Scott Stolz
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 25, 2016
Fidelity suspends MetLife annuity sales as insurer mulls breakup

The second-largest U.S. mutual fund company stopped sales of MetLife's annuities in light of uncertainty surrounding a possible sale of its retail unit.

By Bloomberg
MetLife weighs spinoff of domestic retail business as CEO seeks less oversight
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 25, 2016
MetLife weighs spinoff of domestic retail business as CEO seeks less oversight

After non-bank systemically important financial institution designation, insurer is weighing a possible sale, spinoff or public offering

By Bloomberg
Advisers shy away from LTC insurance dialogue: Study
RETIREMENT RETIREMENT PLANNING FEB 22, 2016
Advisers shy away from LTC insurance dialogue: Study

Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.

By Greg Iacurci
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Nationwide, AIG see huge gains in fixed indexed annuity sales; Allianz and Security Benefit flounder

Nationwide's sales jumped 460% in 2015 as a new product and distribution partnership has begun to bear fruit.

By Greg Iacurci
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 21, 2016
MassMutual enters long-term distribution deal for MetLife fixed indexed annuities

The deal is part of a broader deal announced Feb. 29 between the two insurers, which includes the purchase of MetLife's Premier Client Group.

By Greg Iacurci
Fixed indexed annuities continue their surge with record sales year
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 21, 2016
Fixed indexed annuities continue their surge with record sales year

Market volatility, a larger market of sellers and a boost among previously uninterested distribution channels has contributed to the growth.

By Greg Iacurci
Voya lowers caps, participation rates on indexed universal life policies
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 19, 2016
Voya lowers caps, participation rates on indexed universal life policies

Voya is reacting to rising market volatility, and policyholders could see less contract returns as a result.

By Greg Iacurci
The largest variable annuity providers
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 17, 2016
The largest variable annuity providers

By Mark Bruno
New rules for indexed universal life insurance underscore due diligence concerns
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 17, 2016
New rules for indexed universal life insurance underscore due diligence concerns

Actuarial Guideline 49, the second phase of which goes into effect next month, highlights how advisers can't rely on illustrations when assessing the strength of a policy.

By Greg Iacurci
Are your clients using the wrong account to save for retirement?
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Are your clients using the wrong account to save for retirement?

Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.

By Mary Beth Franklin
What advisers need to know about popular long-term-care products
RETIREMENT RETIREMENT PLANNING FEB 05, 2016
What advisers need to know about popular long-term-care products

Deciding between traditional and combination products can be difficult, but better understanding plan features can help.

By Greg Iacurci
Advisers shouldn't sweat MetLife's U.S. retail split
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 26, 2016
Advisers shouldn't sweat MetLife's U.S. retail split

Insurer says the spinoff would be financially strong, and insurance contracts would remain with their original carriers.

By Greg Iacurci
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 24, 2016
Solid risk management system should include insurance planning to protect assets

Make sure the most fundamental protections your clients require are in place

By Kevin Lynch
Legacy planning is not just for the rich and famous
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 22, 2016
Legacy planning is not just for the rich and famous

We all have a legacy, whether planned or unplanned. Active planning allows us to pass on a financial legacy.

By James T. (Jim) Swink
Fidelity now wants workers' health insurance
RETIREMENT RETIREMENT PLANNING JAN 21, 2016
Fidelity now wants workers' health insurance

By Bloomberg
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 17, 2016
Advisers should pay attention when regulators lay out exam priorities

Broker-dealers and advisory firms would be foolish not to take regulatory priority letters seriously.

By MFXFeeder