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Exclusive

Interest Spikes In Premium Return Annuities

May 2, 2018

Nearly half of the inquiries from advisors for an annuity quote involved a return of premium option, according to Cannex.

Nationwide Offers Platform For RIAs To Evaluate Annuities

May 2, 2018

Nationwide is offering fee-based advisors a hub to manage annuities the company sells. The site, hosted by Nationwide Advisory Solutions,…

May 2, 2018

NAIC Comments Show Increasing Opposition to Best Interest Model Law

The National Association of Insurance Commissioners’ second public comment period on its best-interest model law for annuity transactions yielded plenty of suggestions. Critics urged the NAIC to tread lightly and not rush the regulation.

Exclusive

Serve Clients, Don’t Service Them

May 1, 2018

When you are genuine and focus on serving clients, you will unlock their greatest potential.

DOL Fiduciary Rule One Step Closer To History

May 1, 2018

The federal government decided against appealing the Fifth Circuit Court of Appeals decision tossing out the Department of Labor fiduciary rule. The Trump administration opposed the Obama-era rule from day one.

Exclusive

Is the Global Market Selloff Foreshadowing a Bear Market?

May 1, 2018

The global market selloff is sounding alarms for many investors who fear a bear market. But while experts say that could happen, indicators are not pointing toward anything but continued market growth at the present time.

Exclusive

Empower Women To Protect Their Incomes

May 1, 2018

As part of your strategy for Disability Insurance Awareness Month this year, consider how you can connect with women about making their income protection needs a priority. Here are a few ways you can bring up the need for IDI with them.

Financial Advisors Unload on SEC ‘Best Interest’ Rule

April 30, 2018

Commenters favor a tougher fiduciary type standard for brokers in initial feedback received by the Securities and Exchange Commission. The SEC’s Regulation Best Interest was released April 18 to mixed reviews.

Workers Want Advisors to Help Nurse Health Costs in Retirement

April 30, 2018

Workers want advisors to help them plan for rising health care costs and long-term care needs, a new survey found. Many workers give their own advisor high marks for planning.

Four in Five Workers Interested in Annuities: Survey

April 27, 2018

Employees are interested in annuities and might need that guaranteed source of income as the first wave of workers lacking company pensions moves closer to retirement. A new survey reveals shifting attitudes.

Exclusive

How to Keep Millennial Clients From Flying the Coop

April 27, 2018

Millennials want to hear more than just ‘pay debt, save money and plan for retirement’ from their financial advisors. Retaining those valuable young clients means listening to what they want, experts say.

Wells Fargo Finds Itself In DOL Crosshairs

April 26, 2018

Wells Fargo is the target of a Department of Labor probe on whether the bank has been pushing its customers to take their money out of low-cost corporate 401(k) plans and roll their holdings into more expensive individual retirement accounts at the bank, The Wall Street Journal reported.

Exclusive

AARP, States Seek to Revive DOL Fiduciary Rule

April 26, 2018

AARP is not giving up on its fight to restore the Department of Labor fiduciary rule. The lobbying group will file an appeal to keep the rule, which was tossed out by a New Orleans court last month.

Exclusive

LTCi Claims from Assisted Living Facilities Rise in 2017

April 26, 2018

Long-term care insurance claims originating from people in assisted living facilities is on the rise, according to new data.

Variable Annuities, Down But Not Dead

April 26, 2018

Variable annuities continued a long slide in 2017, but Morningstar is finding hope in several factors this year. The downed Department of Labor fiduciary rule and rising interest rates are key.

Exclusive

RIA Mergers Begin 2018 With a Bang

April 25, 2018

First-quarter RIA mergers and acquisitions rocketed to a record 47 deals, bouncing back from 33 deals in the fourth quarter, according to new data.

April 24, 2018
Exclusive

NAIFA Must Become Nimble, CEO Says

NAIFA needs to adapt and become more nimble in order to reverse membership losses that go back decades, CEO Kevin Mayeux told the Pennsylvania chapter Monday.

Annuities Poised for a 2018 Comeback

April 23, 2018

A leading annuity expert lays out four reasons why annuity sales will be bouncing back in a big-time way in 2018 and ahead. Market conditions and reasonable regulation are the two main themes.

Jackson Beefs Up Advisory With New Hires

April 23, 2018

Jackson National is adding staff to grow its financial advisor distribution of fee-based variable annuities.

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