Cyril Tuohy is a writer based in Pennsylvania. He has covered the financial services industry for more than 15 years. He can be reached at [email protected].
Nationwide’s move might set a precedent for other mutuals to sell exclusively in the independent channel.
Agents might take for granted that prospects and clients know the basics about life insurance, but a survey showed that they don’t even know that benefits are not taxed.
Employees want to build their own pension with annuities through employers, according to a MetLife survey.
Someday the bear will come. How well are advisors preparing clients?
“We can tell them what to do, and yet we have a hard time taking our own medicine.”
Digital-first agencies find that step No. 2 might be handing it off to an advisor.
Advisors are not paying attention to inheritances from sources other than parents and are losing clients in generational transfer, according to Spectrem.
Americans generally worry about wages, but younger workers are also concerned about affordable education.
Assets are pouring into the fee-based advisory space, allowing rapid expansion.
ETFs are growing more popular but some warn that they are encouraging short-term thinking.
As the business of money merges, so are the platforms that moves that money, a report says.
More than 50 percent of financial advisors expect to go deeper in their social media relationship with their clients.
An annuity unveiled this week by Prudential Financial ushers in a new era of simplicity and affordability, company executives said….
Allianz is finding traction with fixed indexed annuities in the financial advisory world with the top-selling FIA in the independent broker-dealer channel.
Fewer employers are offering just one plan, with a majority offering a traditional and high-deductible health plan.
InsurMark says Simplicity acquired it because of its success in the financial advisor market.
Marlene Debel, CFO for MetLife, has been appointed to lead the company’s Retirement & Income Solutions business, the company said.
The hybrid indexes control volatility in fixed indexed annuities, but some say that FIAs inherently protect against volatility already.
Four life insurance agents in Southern California were accused of setting up fraudulent policies and collecting $1.9 million in commission.
Low interest rates are being blamed after multi-year guaranteed annuity (MYGA) sales fell 9.5 percent to $30.3 billion in 2017 compared to 2016. MYGA sales were strong in the fourth quarter, however.
