Jul. 26— The U.S. attorney's office said Horvath was licensed by the state as a resident insurance producer, which authorized him to sell various forms of insurance. Beginning no later than July 2015 and continuing until April 2021, the U.S. attorney's office said, Horvath defrauded several clients by advising them that they could achieve better rates of return…
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Annuity product trends, sales innovation and advisor opportunities
Chris Conroy of Insurance Agency Marketing Services, Inc., discusses new annuity products, product trends, and his views on regulation.
Indexed annuity products power sales surge through Q2, set records
In the first half of 2023, total annuity sales jumped 28% to $182.7 billion. This marks the highest sales ever recorded in the first six months of a year.
Driving better portfolio outcomes with annuities
Publisher Paul Feldman interviews BlackRock’s Igor Zamkovsky about role annuities can play providing guaranteed income during retirement.
NAFA CEO talks about 2023 state of the fixed annuity industry
Chuck DiVencenzo, NAFA CEO, discusses potential regulation, retirement trends and fixed annuity sales in 2023.
Ibexis: A vision and product strategy for success
Nate Gemmiti, CEO of Ibexis, discusses what it takes to create a new brand, launch products, and become an industry leader.
Annuity innovation and regulation
Eric Marhoun, COO for Nassau Reinsurance, discusses regulations affecting annuity sales and distribution and innovation.
Letters of Love: Rethinking estate planning
Paul Garofoli, regional vice president at the Standard, discusses annuities, estate planning and using “letters from heaven,” which every agent and advisor should incorporate into their practice.
Annuity regulation, threats, and the opportunities within
Wayne Chopus, president & CEO, Insured Retirement Institute, discusses the state of the industry and regulatory issues.
Marketing tips for advisors: How to fill your calendar and sell annuities
Tyrone Clark talks talks about the successful tactics needed to position your practice and cut marketing costs while selling more annuities.
AuguStar sheds Ohio National legacy with ‘all products in all channels’ bid
When Constellation Insurance sought to dive into the annuity market, the insurer first had to address the difficult legacy of Ohio National. Enter AuguStar.
Lincoln, ex-agent, settle on mediator for lawsuit over FIA returns
Lincoln Financial and nine plaintiffs – including a former Lincoln agent – suing over fixed indexed annuity performance agreed on a mediator to settle the dispute.
A growing number of Americans are interested in adding an annuity to their employer-sponsored retirement plan like a 401(k), according to a new study from Allianz Life.
The Powerball jackpot reached a record-high $900 million after no one claimed the top prize on Saturday’ s drawing. If a winner is announced on Monday, it would be the third-largest Powerball prize ever. The cash option for this jackpot is $465.1 million, according to Powerball.
Nationwide Defender allows investors to tailor their strategy with a 1-year, 3-year or 6-year term to fit their own unique investment goals.
The Enhanced Choice Index Plus is a single-premium, deferred index annuity for customers seeking growth, certainty and the opportunity to maximize their legacy.
Advisor says SEC has no authority to regulate his insurance sales
The SEC claims that Jeffrey Cutter, who is both an advisor and an insurance agent, made improper annuity sales. In a motion to dismiss, Cutter says he was acting as an agent and the SEC has no authority.
It’s the first update to the company’s brand in 50 years.
The Mega Millions top prize grew again to an estimated $640 million after there was no winner of the lottery's latest giant jackpot. The numbers drawn late Friday night were: 10, 24, 48, 51, 66 and gold Mega Ball 15.. The estimated $640 million jackpot in the next drawing would only be distributed to a winner who chooses an annuity paid over 29 years.
PlanEasy is the industry’s first end-to-end online consumer platform designed specifically for everyday Americans seeking to understand and simplify all of their key retirement decision.