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Exclusive

2017 Health Premiums Projected To Rise 12%

June 8, 2016

Proposed health care premiums for 2017 in nine states are expected to rise by an average of 12 percent over 2016, reaching an average of $503 a month. This is according to a health care researcher’s analysis of insurance company rate filings.

Exclusive

Study: Care Costs Will Swamp Retirement Plans

June 7, 2016

Rising longevity and health costs cry out for more Medigap coverage.

Exclusive

Benefit Brokers See Share Gains In Voluntary Market

June 7, 2016

Among the five distribution channels through which voluntary benefits are sold, the employee benefit broker channel saw the largest market share gain in 2015.

Exclusive

Financial Advisor Interest Lags Client Enthusiasm In Socially Responsible Investing

June 6, 2016

Advisors might not be seriously looking at ESG ratings for mutual funds, but their millennial clients are.

Athene Eyes Further Expansion, Preps For IPO

June 6, 2016

Company officials say the time is right for Athene to do some serious expansion in the retirement services marketplace.

Exclusive

The Economic Election Starts To Take Shape

June 3, 2016

As the presidential race narrows to two, focus starts to shift to issues.

Exclusive

More Waste! Less Fulfilling: Three Flaws with the DOL Fiduciary Rule

June 3, 2016

The regulatory impact analysis the Department of Labor used to produce its fiduciary rule is flawed and wrong, industry veteran Kim O’Brien says. So are many other aspects of the rule.

Exclusive

Suit: Agents, IMOs Can’t Satisfy BIC

June 3, 2016

Independent insurance agents working through independent marketing organizations, or IMOs, to sell fixed indexed annuities can’t satisfy exemptions afforded them…

DOL Fiduciary Rule Fighters Recall SEC 151A Victory

June 3, 2016

  Fixed indexed annuity supporters who subdued the SEC six years ago see definite parallels between that fight and the…

NAFA Files Second Lawsuit to Stop DOL Fiduciary Rule

June 3, 2016

The National Association for Fixed Annuities filed a second lawsuit Thursday to stop the Department of Labor’s fiduciary rule. The trade association argues the rule is ‘arbitrary and capricious.’

Plaintiffs Say DOL Lawsuit Unavoidable

June 2, 2016

Plaintiffs explain the decisions behind filing a U.S. District Court complaint asking a judge to vacate the Department of Labor fiduciary rule.

Exclusive

DOL Defends Fiduciary Rulemaking

June 2, 2016

Secretary of Labor Thomas Perez says fiduciary rule is ‘built upon solid statutory and legal foundations.’

Exclusive

Lincoln Financial Aims To Slice Turnaround Times in Half

June 2, 2016

Lincoln Financial has introduced a term life policy that aims for approval in as little as 20 days

The DOL Lawsuit Explained

June 2, 2016

Here are the eight counts that form the basis of the complaint asking the U.S. District Court for the Northern District of Texas to overturn the DOL fiduciary rule.

Lawsuit Filed to Overturn DOL Fiduciary Rule

June 2, 2016

Nine co-plaintiffs filed a lawsuit in U.S. District Court to stop the Department of Labor fiduciary rule. The lawsuit seeks an injunction, which could delay the rule until the next administration.

Exclusive

Keep The Financial Sun Shining On Your Clients

May 31, 2016

What advisors suggest a lottery winner should do with a mega-sized jackpot to make sure there are no rainy days in the future.

Knowing Health Care Can Push Advisors Ahead of Competition

May 27, 2016

Advisors would do well to learn as much as possible about elderly health care financing, a new report says. Social Security benefits will not keep pace with health care spending, meaning advisors add value if they have insights to offer.

Exclusive

Pacific Life Launches GMWB Rider on Variable Annuities

May 27, 2016

Will a new guaranteed lifetime withdrawal benefit entire buyers to return to variable annuities? Pacific Life is betting it will.

Exclusive

What Advisors Can Learn From Phil Mickelson’s Insider Trading Scandal

May 26, 2016

The Phil Mickelson case shows that sometimes a good, healthy fund is a better choice than a big play on a “sure-fire” tip.

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