Displaying 32 results
Cetera builds insurance planning muscle with Fidelity alum
The firm’s new head of advanced wealth solutions comes with deep expertise in retirement income, life insurance, and annuities.
Former rap star Vanilla Ice disses death taxes
Rather than leaving cash exposed to “vulture” lawyers, the ‘90s chart-topper prefers two estate tax planning solutions.
The life insurance need gap has hit a record high
Limra research finds more Americans than ever see a need for more coverage, but lack of knowledge still holds them back.
Advisors can help fill life insurance gender gap, Limra says
Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.
Prudential collected life insurance premiums, later told claimants they were ineligible
The insurer has settled with the Department of Labor; the policies in question were part of employer-sponsored insurance where workers had opted for supplemental coverage.
Two named to top posts at AIG unit
Bryan Pinsky will lead individual retirement at AIG Life & Retirement, while Tim Heslin will head the U.S. life insurance business.
4 life insurance and retirement trends to watch
We can learn from the last year and look back on it as a catalyst to achieve long-term, sustainable and far-reaching positive change.
Demand for RIA talent drives compensation higher: Schwab
Latest benchmarking study shows compensation representing 74% of RIA expenses and growing by 4% annually.
AIG is seeing interest in life and retirement business
The company said that year that it would separate the life and retirement unit from its sprawling property-casualty operation, furthering the dismantling of the insurance giant.
Phony Philly adviser latest snagged for unregistered securities
Dean Vagnozzi sold millions in unregistered securities to clients who weren't wealthy enough to buy them. Why did the SEC take so long to drop the hammer on him?
SEC adopts rule to streamline variable annuity, variable life prospectuses
Summary prospectuses will be considerably shorter than the documents customers currently receive
Insurers bend rule on indexed universal life with new policy features
Firms are able to inflate projections of cash accumulation in IUL policies via bonuses and multipliers.
Universal life insurance lawsuits underscore product risk
Universal life insurance lawsuits may cause you to rethink your policy.
Life insurance is not for saving
Buying a life insurance policy is one of the most expensive ways to invest
New York issues final best-interest regulation for annuity, life insurance sales
State insurance commissioners don't include life products in their annuity suitability reform.
The Life Insurance Agent as Financial Planner
Insurance is no longer just a one-off in planning.
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.
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.
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.
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
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