Ingredients that have made life insurance companies successful over the past six years relate to with product mix, consistency, shorter bond maturities and expense control, according to a new report by Conning & Co…
Financial advisors, many of whom describe their knowledge of Social Security claiming strategies as “modest,” rely on commercially available software and subscriber-based applications and tools for support, a new in-depth report has found…
Tens of millions of consumers – the unbanked or the underbanked – pay billions of dollars annually in fees and outrageous interest…
Asset growth within health savings accounts (HSAs) is starting to add up. With about $2.3 billion in the investment portion of the more than 10 million HSAs around the country, institutions see a need to offer accountholders a helping hand…
Research shows that carriers rated as “successful” focus their attention on annuities. And once the carrier finds its optimal product mix for its own markets and distribution, it tends to stick with that mix…
Research indicates that most carriers rated as “successful” received 80 percent of their premium from annuities…
Tom Hirschmann, a former senior manager for Legg Mason, has been appointed president and chief executive officer of Sentinel Financial Services Co., Sentinel’s parent National Life Group has announced…
Against the better advice of advisors who say it’s best not to dip into retirement savings, 29 percent of Americans who participate in a retirement plan say they have taken out a loan from the savings in their plan, according to a new survey…
Insurance is “an American product sold to American citizens by American companies.”…
A new website, www.hsasearch.com, aimed at consumers and advisors in the market for a health savings account (HSA), allows buyers to do some comparison shopping among more than a hundred institutions offering HSAs…
ING Financial Partners, Voya Financial’s registered broker/dealer, announced it has expanded its social media program for affiliated financial advisors and registered representatives to help them communicate with prospects and clients…
Time was when Jim Ferrell of Colorado Springs believed that today’s mobile agents have access to the Internet just about everywhere they go, so they don’t need to stress when they go on calls at a worksite or in people’s homes…
Face values of life insurance policies sold in the life settlement market reached $2.57 billion in 2013, up from $2.13 billion in 2012, according to a newsletter that tracks industry trends…
It’s easy to blame inertia in Washington and partisan politics for the lack of action regarding long-term care, but as it turns out many Americans have their own reasons for postponing action about long-term care…
“A more frequent examination cycle would allow SEC staff to identify intentional and unintentional violations sooner, which would minimize harm to investors.”…
Financial advisors scheduling appointments for midyear check ups with clients might want to have them consider a health savings account (HSA) over the health reimbursement arrangement (HRA)…
Seeing opportunity in the growing voluntary benefits market, Aflac announced it has introduced a rider to enhance coverage on new or existing voluntary accident, hospital or disability plan coverage…
New Treasury Department rules expanding access to longevity annuities could ignite a slow but unmistakable chain reaction in the income annuity world…
An ex-annuity agent sits in jail for another month while the prosecutor waits for three sets of documents from insurance companies…
