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4 Investment Managers Elbow into Retirement Plan Discussion

April 28, 2015

Investment products offered by asset managers J.P. Morgan Asset Management, Goldman Sachs, Prudential Financial and John Hancock Funds are more likely to be mentioned by plan managers for investment options…

Exclusive

Wells Fargo: How to Stop Elder Abuse

April 28, 2015

Here’s how people on the line with consumers can be trained to stop elder abuse…

U.S. Life Insurers Began 2015 With Strong Balance Sheets

April 27, 2015

U.S. life insurers reported that they began the year well-capitalized with strong balance sheets resulting from favorable equity and credit markets throughout 2014…

Exclusive

Annuities/LTC Combos Sales More Than Double

April 27, 2015

Annuities with long-term care (LTC) insurance benefit features sold nearly $320 million in total first year premium in 2013, according…

Labor Chief Rejects Call to Extend Fiduciary Comment Time

April 27, 2015

The labor secretary says 75 days, followed by a hearing and another comment period is enough…

Exclusive

Annuities/LTC Combos More Than Double Sales

April 27, 2015

Annuities with long-term care (LTC) insurance benefit features sold nearly $320 million in total first year premium in 2013, according to new research conducted by Milliman and published by the Society of Actuaries (SOA)…

Exclusive

Pacific Life Releases Guides To Social Selling

April 27, 2015

The resources are aimed at beginners as well as financial professional who consider themselves expert at using social media…

Exclusive

Carriers Report Challenging Environment In 1Q

April 26, 2015

The volatile investment environment and lower interest rates made for a challenging business environment in the first quarter of 2015, according to top executives with four companies who reported earnings this week…

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Mobile Devices Make Further Inroads Among Advisors

April 23, 2015

Financial advisors are increasingly using mobile devices to communicate with distributors, but are dissatisfied with Web support, a report says…

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John Hancock Goes For The Consumer Wellness Data

April 23, 2015

John Hancock’s announcement that it had agreed to a partnership with Vitality to track a policyholder’s progress through a Fitbit band slapped around the wrist takes life insurance data collection to another level…

Exclusive

Selling FIAs For ‘The Safe Side’ Of The Retirement Portfolio

April 22, 2015

A company official said her firm focuses on the flexibility of fixed index annuities and on positioning them on the safe side of the portfolio for fixed income…

Exclusive

Appeals Court Finds ACA Pre-empts Missouri Navigators Law

April 22, 2015

A federal appeals court ruled that the U.S. Department of Health and Human Services has “wide discretion” in establishing the standards for health care navigators…

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Feds Look At Retirement Savings Options

April 21, 2015

A Treasury Department official said that regulators are putting the finishing touches on a number of programs aimed at making it easier for Americans to save for retirement…

Exclusive

An Employee Looks Back At The 401(k)

April 21, 2015

The 401(k) account was relatively new to the marketplace when one worker began using it for retirement saving. Here’s where he stands nearly 25 years later…

Exclusive

Top SEC Regulator To Join Jackson

April 20, 2015

Andrew J. Bowden, the top regulator in charge of advisor examination, will join the nation’s top seller of individual variable annuities…

Proposed IUL Rules Address ‘Guardrail’

April 17, 2015

The so-called “guardrail” that limits the expected yield that can be illustrated for index universal life (IUL) insurance prospects is among the factors that will be affected by proposed new rules governing IUL illustrations…

FINRA Eyes Simpler Rules

April 17, 2015

The Financial Industry Regulatory Authority (FINRA) wants to simplify its communication with the public by eliminating certain filing requirements…

Exclusive

Make Room For The Bionic Advisor

April 17, 2015

“Bionic advice” refers to human advisors who use electronic advice software as an integral part of their practice but who still interact with the client…

Feds Take Aim At VA Purchases By Seniors

April 16, 2015

A report found areas of noncompliance dealing with the purchase of variable annuities by senior investors…

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