Life Insurance

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  1. Articles

    Robert Benmosche remembered as tenacious, fair by colleagues

    Industry colleagues, from Hank Greenberg to Don Marron, recall the former MetLife, AIG CEO, who passed away at 70 Friday after a battle with cancer.

  2. Articles

    The Mutual Fund Store adds new products, services as it eyes eventual IPO

    The Mutual Fund Store, the 10th-biggest RIA by AUM according to IN's database, is led by CEO John Bunch, who's taking a number of steps to keep growing as it eyes an eventual IPO.

  1. Articles

    MetLife gets back in the variable-annuity-with-living-benefits game

    Longtime variable annuity player MetLife Inc. is stepping off the sidelines and getting back into the game as it launches a new living benefit rider. The New York-based insurer will release a new guaranteed lifetime withdrawal benefit rider, called FlexChoice, for sale on Saturday, Feb. 14. MetLife

  2. Articles

    Don't let beneficiary designations come back to haunt divorcing clients

    Some states will bar the payment of life insurance proceeds when a couple is splitting.

  3. Articles

    MetLife plans to sue to overturn Dodd-Frank systemic-risk label

    The insurer will be the first non-bank to argue that its failure would not pose a threat to the financial system.

  4. Articles

    John Hancock buys New York Life's retirement unit; New York Life acquires block of John Hancock's life insurance biz

    In a two-part tradeoff, John Hancock will acquire New York Life's Retirement Plan Services business, and New York Life will take on a block of John Hancock's life insurance business. One deals bolsters John Hancock's retirement reach and the other the other New York Life's insurance reserves.

  5. Articles

    National insurance registry falls short of goal line, tax extenders passes

    With Congress adjourned, rejected bills, such as one facilitating insurance agents' ability to practice in multiple states that was blocked by Sen. Tom Coburn, will need to be reintroduced next year.

  6. Articles

    Senate set to approve national insurance-agent registry

    Though new board has wide support among state regulators, GOP senator cries foul over infringement of states' rights.

  7. Articles

    Top Jackson National exec Clifford Jack to step down

    Mr. Jack helped build the insurer's variable annuities business and independent broker-dealer network.

  8. Articles

    Insurance vehicles can be powerful way for advisers to reach younger investors

    For advisers who want to expand their firms by reaching out to the next generation of investors – those in their 20s, 30s or 40s – long-term and cross-generational financial vehicles such as fee-only life insurance and no-load annuities offered to clients of RIAs through Ameritas Advisor Services

  9. Articles

    New York Life buys IndexIQ to expand liquid alts offering, add hedge fund ETFs

    Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.

  10. Articles

    How Social Security annual increases are calculated

    Some topics are a lot more controversial than others. But I was amazed when my October 1, 2014, article that correctly predicted next year's 1.7% cost-of-living adjustment for Social Security benefits several weeks before the official announcement triggered more than 80 vehement responses.Most of

  11. Articles

    Unraveling Minds

    Game Changers: Dealing with Dementia Cognitive decline doesn't just rob the elderly of their mental capacity. Advisers and their firms often are left adrift, forced to make crucial decisions affecting the financial affairs of elderly clients.

  12. Articles

    Early onset Alzheimer's: When plans are upended

    Ken Sullivan and his wife, Michelle Palomera, seemed like ideal clients. Both had well-paying jobs in financial services and had been diligent savers. Their financial adviser helped them cover their bases, building their money in managed accounts while helping them plan for their two daughters' ...

  13. Articles

    Protecting vulnerable aging clients

    Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors