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Exclusive

Appeals Court Rules Against Religious Organizations

February 17, 2015

A group of Catholic dioceses, a Christian college and private employers argued that the Affordable Care Act forces them to “trigger” the insurance coverage provision for contraceptive services, which they oppose on religious grounds. A federal appeals court disagreed…

Exclusive

MetLife Back In GLWB Market

February 16, 2015

After pulling out of the guaranteed lifetime withdrawal benefit (GLWB) market four years ago, MetLife wants to get back into the game…

Exclusive

Some Carriers Beat The 4Q Blues

February 16, 2015

Companies with deep roots in distribution and strong ties to the middle market performed well…

Exclusive

DI Keeps Up With Changing Workforce

February 16, 2015

As the risk profile of older working adults changes, so do the disability policies designed to protect against income loss…

Exclusive

Delivering The Deep Dive Into Price Comparisons

February 13, 2015

How only true “policy audits” provide the value your clients already think they are receiving…

Exclusive

Merrill Lynch, USC Collaborate On Longevity Training For Advisors

February 13, 2015

The program will offer advisors insights into the latest advances — sociological, psychological and physiological — in the field of aging…

Exclusive

Life Applications Fall Less Than 1% In 2014

February 13, 2015

An industry analyst believes there are signs that the long-running decline in life insurance applications has stabilized…

Exclusive

Willie Sutton Would Have Been A Great 401(k) Advice Marketer

February 12, 2015

Most individual company 401(k) retirement plan participants don’t even know that they own a target-date mutual fund of any kind…

Exclusive

On Global Stage, U.S. Holds Steady In Retirement Security

February 12, 2015

One of the factors holding the U.S. back from finishing higher in the world’s retirement rankings is that retirement security isn’t evenly distributed among the retiree population…

Exclusive

The Highs And Lows Of 4Q Earnings

February 12, 2015

Ameriprise scored with advisors while Genworth’s fourth-quarter results were “better than feared”…

Exclusive

Voya Offers A GLWB Option In 401(k) Plan

February 11, 2015

The option allows a 401(k) plan participant to gradually convert savings into a stream of guaranteed lifetime income…

Exclusive

O’Brien: Let’s Inflate the QLAC Market

February 11, 2015

Some commentators have called the annuity industry’s push for fixed index annuities as QLACs is a Hail Mary. Wrong play!

Exclusive

ZIP Code Analysis Of Annuity Markets Reveals Surprises, Opportunities

February 11, 2015

If advisors were to limit their annuity marketing only to big cities, they might miss opportunities in unexpected areas…

Exclusive

Link Life Insurance to LTC Expenses

February 10, 2015

For those with the means, it makes more sense to transfer money out of a money market, a certificate of deposit or a bond fund where interest rates are so low, and invest it in a linked-benefit life insurance contract, according to an advisor who helped develop the product…

Exclusive

Interest Rate Declines ‘Not Helpful,’ Prudential CFO Says

February 10, 2015

For Prudential and the analysts who follow the company, last week’s drama wrought by interest rate changes began after the market closed Feb. 4. That’s when the company released its fourth quarter and full-year 2014 earnings…

Exclusive

Bankruptcy Court Jurisdiction Limited, Appeals Court Rules

February 9, 2015

A U.S. court of appeals has upheld a finding that bankruptcy courts do not have jurisdiction over the use of Employee Retirement Income Security Act (ERISA)-governed 401(k) plan assets to pay for a Chapter 7 bankruptcy trustee and professionals retained by the trustee…

Exclusive

Advisors Split Over State Retirement Plan Initiatives

February 9, 2015

Several initiatives introduced in state legislatures over the past two years appear either to have stalled or faced delays…

Exclusive

3 Ways Cyber Insurance Will Improve Security Performance

February 6, 2015

Some have questioned whether having cyber insurance can make a company more secure…

Exclusive

Advisors Urged To Recognize ‘Red Flags’ Of Senior Exploitation

February 6, 2015

The challenge is deciding how to respect an elder’s right to make their own decisions while preventing their financial self-destruction, according to the nation’s first “investor advocate.”…

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