Companies have been rolling out HSAs to curb costs, and give employees another health care insurance option. Advisors need to become experts on all that HSAs can do for clients.
Dozens of industry voices joined the chorus of objections to an exemption under which insurance marketing organizations (IMO) could sell fixed indexed annuities (FIA) as part of a far-reaching fiduciary rule.
House Republican leaders want to limit health care tax credits to those who earn less than certain amounts, according to a report Monday in Politico.
Brokers, financial advisors and advisor teams took $142 billion in assets to the independent channel in 2015, an increase of 11 percent from 2014, new research found.
ETFs are expected to remain a growing part of investment portfolios going forward. Here’s how advisors can make the most of an ETF investing strategy — and keep clients happy.
In the first two months of the year, insurers have filed no fewer than 17 fee-based variable annuity contracts. This is more than the number of variable annuity contracts filed in a typical calendar-year period, according to Morningstar.
A new law in Maine has insurance experts hoping tax incentives and opt-out provisions will boost the slow-growth disability income insurance market and help employers replace skilled workers in a tight labor market.
Under a new government rule, disability claims and appeals must be processed in a way that ensures “independence and impartiality” of everyone involved.
Confused over the status of the Department of Labor fiduciary rule? Join the club. Our Kim O’Brien recaps where we are at with rules and delays and delays of the rule.
Structured variable annuities have turned into a bright light in a slumping market, outselling traditional VAs for some insurers. The products require less capital to support, insurance execs say.
DOL To Delay Fiduciary Rule 60 Days
The Department of Labor will publish a 60-day delay of its fiduciary rule tomorrow.
Another insurer agrees to use the Social Security Administration database to search for beneficiaries who might be owed benefits.
A number of proposals for replacing the Affordable Care Act have been floated about. But no one knows all the specifics of a replacement plan or how long it will take to become law.
More retirees are tapping into long-term care insurance for at-home care, a trend advisors should be encouraging, experts say. At-home care is much less costly than a nursing home.
The Office of Management and Budget finds the fiduciary rule to be ‘economically significant,’ which means extra work for the Department of Labor to delay the controversial Obama regulation.
A qualified domestic relations order, or QDRO, is a special court order that grants a person a right to a portion of the retirement benefits his or her former spouse has earned. Advisors need to know about this.
Judge Barbara M.G. Lynn awarded a summary judgment to the DOL on Feb. 8, the third court to side to the government on the controversial rule. Plaintiffs say the fight continues.
New data shows PPO deductibles are now only a few hundred dollars shy of the IRS deducible threshold of $2,600 for a plan to be considered an HDHP.
Several sources said the Office of Management and Budget is concerned that pro-rule groups will sue if the DOL fiduciary rule delay is not done properly.
