Life Insurance And Annuities

Displaying 3377 results
Senate passes national insurance registry
RETIREMENT LIFE INSURANCE AND ANNUITIES JUN 05, 2015
Senate passes national insurance registry

Bill that would help agents practice in multiple states moves to president's desk.

By Mark Schoeff Jr.
The real reason the Federal Reserve isn't raising interest rates
RETIREMENT RETIREMENT PLANNING MAY 22, 2015
The real reason the Federal Reserve isn't raising interest rates

<i>Breakfast with Benjamin</i>: The real reason the Fed is sitting on its hands boils down to a lousy employment market.

By Jeff Benjamin
Raymond James bolsters indexed annuities and life wholesaling with acquisition
RETIREMENT BROKER DEALERS MAY 19, 2015
Raymond James bolsters indexed annuities and life wholesaling with acquisition

Deal with insurance marketer Producers Choice is expected to give the broker-dealer greater control over the way annuities are wholesaled to its advisers.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAY 17, 2015
From elder planning to implementation

Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement

By MFXFeeder
Medicare becoming a bigger piece of retirement planning for advisers
RETIREMENT RETIREMENT PLANNING MAY 14, 2015
Medicare becoming a bigger piece of retirement planning for advisers

With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING MAY 13, 2015
How will Medicare coverage travel with clients this summer?

Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.

By Katy Votava
Nationwide to pay $8M to settle with SEC over variable annuity mail snafu
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 13, 2015
Nationwide to pay $8M to settle with SEC over variable annuity mail snafu

Insurer charged after agency found it deliberately delayed receipt of variable annuities and life insurance orders, resulting in a failure to price them in a timely manner.

By Darla Mercado
Elder care needs will transform advice industry
RETIREMENT RETIREMENT PLANNING MAY 12, 2015
Elder care needs will transform advice industry

Demand will shift from retirement income to housing and care issues.

By Mary Beth Franklin
SEC slaps charges against "retirement planners" for fraudulent life settlement sales
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 11, 2015
SEC slaps charges against "retirement planners" for fraudulent life settlement sales

Pair sold $4.3 million of Investments fraudulently marketed as &quot;safe as CDs&quot; and &quot;federally insured,&quot; regulator says in suit.

By Darla Mercado
RETIREMENT OPINION MAY 05, 2015
COBRA considerations when Medicare-eligible

Clients may not realize the need to combine them

By Katy Votava
Hybrid life-LTC policies are a hit among advisers
RETIREMENT RETIREMENT PLANNING MAY 05, 2015
Hybrid life-LTC policies are a hit among advisers

Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.

By Darla Mercado
New York Life raises the living benefit stakes — on a fixed annuity
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 30, 2015
New York Life raises the living benefit stakes — on a fixed annuity

Can the new product compete against its variable and indexed annuity cousins?

By Darla Mercado
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 20, 2015
Mutual of Omaha jumps into hot indexed universal life insurance market

IUL now makes up the majority of all universal life insurance sales, and more insurers are looking to take advantage of the rising popularity.

By Greg Iacurci
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 20, 2015
Allianz refreshes fixed-index universal life insurance lineup

Insurer will update an index and add a bonus in the eleventh year.

By Trevor Hunnicutt
Carlyle Group misses the mark with liquid alts
RETIREMENT EQUITIES APR 20, 2015
Carlyle Group misses the mark with liquid alts

<i>Breakfast with Benjamin</i>: The Carlyle Group is shutting down two liquid alternative mutual funds it launched last year.

By Jeff Benjamin
Morgan Stanley CEO James Gorman rakes in the big bucks
RETIREMENT EQUITIES APR 20, 2015
Morgan Stanley CEO James Gorman rakes in the big bucks

<i>Breakfast with Benjamin</i>: A 25% pay raise to $22.5 million means it's good to be Morgan Stanley CEO James Gorman.

By Jeff Benjamin
SEC goes after firm for fraud tied to life settlements
RETIREMENT LIFE INSURANCE AND ANNUITIES APR 16, 2015
SEC goes after firm for fraud tied to life settlements

The regulator alleges Pacific West Capital Group mislead investors about risks associated with the investments

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING APR 15, 2015
Protecting vulnerable aging clients

Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors

By Brandon S. Reif
RETIREMENT RETIREMENT PLANNING APR 14, 2015
MassMutual beefs up DCIO effort, extending reach into retirement plans

Insurer faces uphill battle as competition in defined contribution investment-only space is tough.

By Darla Mercado
The Mutual Fund Store adds new products, services as it eyes eventual IPO
RETIREMENT RIAS APR 14, 2015
The Mutual Fund Store adds new products, services as it eyes eventual IPO

The Mutual Fund Store, the 10th-biggest RIA by AUM <a href=&quot;http://data.investmentnews.com/ria/&quot; target=&quot;_blank&quot;>according to <i>IN</i>'s database,</a> is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.

By Trevor Hunnicutt