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Can an adviser affiliated with an insurance company be fee only? Yes.
State rules on insurance affiliation complicate fee-only status for some CFPs.
Advise clients on deferred-income annuities
Deferred-income annuities can alleviate retirees' fears of running out of money late in life, but they are not for everyone.
Structured product annuities pose challenges for regulators
As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them
Annuity industry pushes SEC for summary prospectus rule
Not on regulator's agenda until March 2015, industry believes sooner action would aid investor understanding.
Variable annuity sales raising concern: Finra official
Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they're getting into.
Life insurers turn focus to uncapped indexed annuities
Advisers and investors need to be fully aware of contract terms to explain nuances, answer client questions.
BlackRock raises equity allocation in target date funds
Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.
Beware state premium taxes on annuities
With different rates in different states, these under-the-radar taxes require close scrutiny of annuities contracts to avoid hidden surprises.
New annuities offer exposure to equities and downside protection
New annuities offer uncapped exposure to equities plus downside protection. "It's been a game changer," one exec says.
Hartford Financial Services Group names a new CEO
Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.
Guaranteed features propel indexed-annuity sales
With low interest rates providing few fixed-income investment options, broker-dealers see these as a good choice for clients, with more growth potential than CDs.
Japan's Dai-ichi Life to buy Protective Life for $5.7 billion
Protective CEO and management team will remain in place; deal creates 13th-largest global insurer.
Life insurers show their hands with new VA filings
Regulatory filings reveal new living benefits, investment-focused annuities or exchange offers for existing clients.
Where to access retirement income now
Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.
Finra right to watch indexed annuities
While there is no evidence yet that broker-dealers are taking advantage of investors, the potential for harm remains.
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