Insurance

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  1. Articles

    Can an adviser affiliated with an insurance company be fee only? Yes.

    State rules on insurance affiliation complicate fee-only status for some CFPs.

  2. Articles

    Florida law allows planners to give insurance advice without insurance company

    Helps fee-only planners meet CFP Board definition prohibiting such affiliation with firms that charge commissions

  1. Articles

    State regulators on high alert for complex investment and insurance sales

    Structured products, non-traded REITs and private placements just a few of the products under scrutiny.

  2. Articles

    Treasury allows longevity annuities in retirement plans

    The Treasury Department announces a rule that will allow retirement plan participants access to deferred-income annuities, also known as longevity insurance.

  3. Articles

    The big benefits decision

    Helping clients determine when to begin collecting their hard-earned Social Security benefits is always tricky. Having worked a long career and finally making it to the promised land of retirement age, many people are justifiably eager to take what the government is ready and willing to give them.

  4. Articles

    The $20 billion MainStay Marketfield fund's chicken or egg problem

    Fund performance sagged as assets ballooned and performance sagged – but the manager says his bad bets were the culprit.

  5. Articles

    AIG promotes Peter Hancock to CEO, replacing Benmosche

    After paying off $182.3 billion bailout, insurer focused on property-casualty coverage, life insurance and retirement.

  6. Articles

    Hartford Financial Services Group names a new CEO

    Insurer Promotes CFO to replace previous CEO following a medical procedure related to a brain tumor.

  7. Articles

    Outlook for life insurance positive, depending on rates

    Analysts optimistic as long as insurers watch the credit quality of investments and rates rise gradually.

  8. Articles

    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.

  9. Articles

    Sheryl Garrett scoffs at argument against fiduciary duty

    Founder of Garrett Planning Network says investors with low net worth can be served in a market where all advisers must act in their best interests.

  10. Articles

    MetLife to get back in variable annuity game despite first quarter declines

    Even after 54% drop in VA sales over the last year, the carrier is optimistic about sales with new mix of products.

  11. Articles

    Fixed annuity sales receiving added scrutiny from Finra

    With broker-dealers selling a bigger share of indexed annuities, securities regulators are taking a closer look at policies and procedures around clients exchanging or giving up variable annuities in order to put those assets into products such as equity indexed annuities.

  12. Articles

    Why employee benefit brokers are teaming with 401(k) advisers

    With a new health care reform employer mandate on the way, expanding expertise becomes imperative

  13. Articles

    Employers want fiduciary duty for 401(k) plans, AARP survey finds

    Brokers say they already work in clients' best interest, but formalizing it will eliminate their ability to service small accounts.

  @IN Wire

Jul 24 09:15AM
You already know! RT @voxdotcom: Herbalife may not be a Ponzi scheme. But its science is definitely garbage. http://t.co/LKEOME6cEH
Jul 24 09:09AM
Monthly: dollar cost avging! RT @mandiwoodruff: Should you make a lump sum IRA investment or monthly contributions? http://t.co/RKWDDESQWW

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