The year 2014 closes with a number of federal-level retirement-income actions in the bag. Following are four that may hold particular interest for advisors as implementation gets under way next year…
Many registered investment advisors admit that they don’t invest in the ingredients that will ensure the growth of their companies…
Agents looking for new business in the small-business owners marketplace should check out opportunities in disability buyout insurance…
The policy, marketed as AG Platinum Choice VUL, offers a death benefit, cash accumulation and the opportunity to take advantage of market gains…
A family takes the plunge into enrolling in coverage…
The council’s mission is to identify why relatively few women choose to become part of the financial planning profession, recommend and encourage women to pursing carriers in financial planning, and undertake efforts to address the gender gap in financial planning…
Pacific Life has announced that premium volume for its term life insurance products has soared 237 percent in the past year, due to a rebranding campaign involving its Pacific PRIME Term product suite…
The Securities and Exchange Commission (SEC) is evaluating whether to allow third-party reviews of investment advisors…
A family member with a health crisis leads to more frequent discussions about long-term care needs…
A look at a “somewhat surprising” trend in annuity ownership…
The past few years have seen two unrelated trends conspire to slow the growth of life insurance policies and of long-term care policies…
The swap will allow both companies to focus on areas of business they would like to grow…
Despite the seemingly strong demand for guaranteed retirement income products, many employers have been slow to offer annuities through employer-sponsored retirement plans because of the long-term liability associated with them…
Celebrities discuss the challenges they face in caring for their parents…
Wells Fargo’s Wealth, Brokerage and Retirement (WBR) division is consolidating WBR’s investment research, strategy, manager research and publications units into the Wells Fargo Investment Institute (WFII)…
The National Association of Municipal Advisors says a proposed gift cap rule would be undermined by exclusions…
Smart video can lead to less churn, better retention rates, a more favorable customer experience, higher click-through and audience viewership rates…
The importance of the contact center is on the rise, and companies need to turn the contact center into a “relationship platform.”…
Called pension risk transfer, or PRT, agreements, pension buyouts are typically sought by companies that have underfunded defined benefit pension plans…
