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Exclusive

Phoenix FIAs Get An Exclusive Index

October 29, 2014

Another exclusive index has popped up in the fixed index annuity (FIA) marketplace. This one is an exchange traded fund (ETF)-based index that Phoenix Companies has licensed from Credit Suisse for exclusive use in four of the company’s core FIAs…

Exclusive

Mixed Results In 3Q Earnings Reports

October 29, 2014

Many life carriers took balance sheet charges in 2012 to account for low interest rates, but an analyst said that he didn’t expect any major interest rate-related balance sheet adjustments in the third quarter…

Exclusive

Court Rejects Northwestern Mutual’s Denial Of Death Benefit

October 29, 2014

Minnesota’s high court ruled that the rescission of an insurance policy “requires proof of the insured’s subjective intent to deceive.”…

Exclusive

Analysts Look To Genworth’s 3Q Announcements

October 29, 2014

Declining interest rates, falling equity markets and foreign currency weaknesses made September a tough month for life insurers, an industry analyst said…

Exclusive

Company Materials Must Focus On Consumer Perception

October 28, 2014

What does purchasing an engagement ring have in common with buying life insurance?

Exclusive

U.S. Appeals Court Sides With Girl Scouts In Pension Dispute

October 27, 2014

A federal appeals court in Cincinnati has upheld a lower court ruling in favor of Girl Scouts of the U.S.A. after its Middle Tennessee council sued the national organization over the restructuring of its pension plan…

Exclusive

LIMRA Chief: Fight The War For Consumers On Many Fronts

October 27, 2014

LIMRA’s president urged the industry — including agents and advisors as well as carriers — “to do new and different things if we hope to win the hearts and minds” of today’s very diverse group of consumers…

Exclusive

Engage Retirement Income Clients Or Risk Failure

October 26, 2014

What advisors are good at often gets in the way of their developing a more effective way to build business…

Exclusive

Many Mass Affluent Shy Away From Advice

October 24, 2014

Mass affluent investors say they don’t believe advisors are looking out for their best interests…

Exclusive

Survey Underscores The Power Of 401(k)

October 24, 2014

Having access to a 401(k) plan leads to a significant increase in retirement saving…

Exclusive

Split Appeals Court Upholds ERISA Venue Selection Clause

October 24, 2014

The ruling restricts beneficiaries’ access to federal courts and makes it harder for beneficiaries seeking to pursue a claim for benefits…

Exclusive

For Americans Saving For Retirement, Later Is Too Late

October 23, 2014

Most Americans agree that they should have started saving for retirement earlier than they did…

Exclusive

Why Jane Bryant Quinn Likes SPIAs And DIAs

October 22, 2014

The personal finance columnist describes the ideal market for these products…

Exclusive

Big Opportunity Seen For Advisors To Help Retirement-Plan Sponsors

October 22, 2014

A survey shows five ways employers can improve their 401(k) offerings almost overnight…

Exclusive

Advisors’ New Job Description: Health Care Budgeting

October 22, 2014

A big, new opportunity for financial advisors centers around managing health care costs…

Exclusive

Allianz To Sell Essential Income 7 FIA Through Wells Fargo

October 22, 2014

Allianz Life announced that it has made its Essential Income 7 fixed index annuity available through the Wells Fargo index annuity platform for advisors…

Exclusive

Shortage Of IT Talent Could Affect Carriers

October 21, 2014

The retail and health care industries offer the insurance industry answers in how to better market itself…

Exclusive

Carriers Ramp Up For National Save For Retirement Week

October 20, 2014

Insurers promoting employer-based retirement planning are reminding employees to get started if they haven’t already done so…

Exclusive

Critical Illness Coverage: An Alternative To Clients’ Most Pressing Concerns

October 20, 2014

Supplemental critical illness plans can be an inexpensive opportunity to fill coverage gaps…

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