Time was, before the era of the feature festival in annuities, agents and advisors used to present annuity options based on the client’s tax needs…
Guardian Life has introduced medical stop-loss coverage for self-funded employers to help companies cope with catastrophic medical claims, the company has announced…
Internet superstars Google and Amazon are likely to become competitors for online insurance sales, according to predictions from life insurance and property-casualty executives…
A new poll by the Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) finds that the number of Americans seeking financial advice in the areas of medical expense planning during retirement, making retirement savings last and saving for retirement has increased markedly over the past year…
Lincoln Financial Network has announced the appointment of Gene Mulligan, an industry “pioneer” in separately managed accounts (SMA), to the position of senior vice president for investment products and platform…
Simplifying the employer-sponsored retirement system would give small business owners more incentive to sponsor a retirement plan, and educating workers about the tax breaks of saving and investing would motivate more workers to sign up, experts said at a House committee hearing last week…
We got word this morning that Jay Conrad Levinson, 80, died yesterday. He was a seminal figure in marketing and the founder of Guerrilla Marketing, which helped make business more of an adventure than just merely selling stuff…
The Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) will increase the size of its Individual Advisory Services (IAS) group by adding more than 200 advisors – a 45 percent increase – by the end of next year…
Editor’s note: Dr. Susan Waters, chief executive officer of the National Association of Insurance and Financial Advisors (NAIFA), submitted the following response to the article, “New Certification For Life Insurance Agents Reflects Changing Needs,” that was posted on Oct. 9…
A new survey by Transamerica Retirement Solutions finds that employers and advisors see retirement plans as a tool to help employees prepare for retirement rather than a way for employers to recruit new workers or retain their existing workforces…
You’ve had a great run, Life Underwriter Training Council Fellow (LUTCF). Now step aside, there’s a new designation in town: the Financial Services Certified Professional (FSCP)…
Agents and brokers are bullish on the voluntary market as health care reform and the popularly of high deductible health plans cause employees to look at purchasing benefits on a voluntary basis while taking advantage of group rates offered by their employers…
Will deferred income annuities appeal to Generation X? Some annuity watchers have been thinking “no,” but new data from the leading seller in this market suggests the answer is “yes.”…
Financial advisors, Pacific Life’s Keystone 401(k) Program is coming to a city near you this fall…
New York state regulators have banned Philip A. Falcone, head of Harbinger Capital Partners and a director at Fidelity & Guaranty Life (F&GL), from exercising “direct or indirect control” over any New York-licensed insurer for seven years…
A new “registration regime” recently adopted by the Securities and Exchange Commission (SEC) to regulate who is qualified to give advice and under what circumstances appears to have more exemptions than the tax code…
Colonial Life & Accident has tweaked its Whole Life 1000 insurance product by raising the plan’s cash value to comply with changing interest rate regulations beginning 2014, and has also amended some benefits to the plan, the company announced…
Carriers dialing back on the risk of their variable annuity (VA) contracts are doing so in two ways, experts said. Either they are buying out contract holders or buying back the benefit, or they are asking contract holders to redirect their investments…
A recent survey finds that Americans aren’t really sure whom to trust when it comes to financial advice, and that they are generally uncomfortable speaking about money…
