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Friday 07/25/2014

California Gov. Jerry Brown has signed into law a bill requiring new disclosure language for immediate annuities commonly sold to seniors, language that is already required in the sale of deferred annuities, state officials said...


Barclays Capital Inc. and Barclays PLC is seeking dismissal of a lawsuit by the New York attorney general, alleging that the British bank had deceived customers in its “dark pool,” which is essentially a private securities exchange...


Women and lower-paid employees are leaving money on the table when it comes to employer matching contributions. That means a huge opportunity for outreach and communication among retirement plan advisors and retirement plan sponsors...


A batch of 29 new comment letters from advisors, mutual funds and insurers submitted to the Securities and Exchange Commission indicate a preference for “appropriately tailored enhanced disclosure requirements,” for target date funds, SEC officials said...

Do your IULs have options like these?
Thursday 07/24/2014

The average contribution to an individual retirement account (IRA) reached a record $4,150 in the 2013 tax year, an increase of 5.7 percent from the previous year, according to an analysis...


A ruling by the U.S. Supreme Court holding that assets contained in an inherited individual retirement account (IRA) don’t qualify as retirement funds for the purposes of bankruptcy exemption, has turned the estate planning community on its head...

Wednesday 07/23/2014
Tuesday 07/22/2014
Monday 07/21/2014
Friday 07/18/2014
Thursday 07/17/2014
Do your IULs have options like these?
Wednesday 07/16/2014
Monday 07/14/2014
Friday 07/11/2014
Thursday 07/10/2014
Wednesday 07/09/2014
Tuesday 07/08/2014