Life Insurance

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  1. 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

  2. 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.

  1. 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' ...

  2. Articles

    Protecting vulnerable aging clients

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

  3. Articles

    Former Pimco parent Pacific Life moves accounts to Janus

    Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.

  4. Articles

    Indexed universal life insurance faces fresh scrutiny

    Regulators homing in on whether insurers are presenting a picture of performance that's too rosy.

  5. Articles

    Wintrob to join Oaktree Capital as CEO

    Former AIG Life and Retirement executive to oversee nonfinancial operations at alternative investment shop.

  6. Articles

    FSI offers long-term disability, life insurance to members

    Program guarantees members coverage at a group rate FSI has secured as the plan sponsor.

  7. Articles

    Life insurance companies ranked by direct premiums

    Life insurance companies ranked by direct premiums Sep 7, 2014 @ 12:01 am Company

  8. Articles

    Long-term care carriers

    Provider data covering new and in-force policies and premiums Sep 7, 2014 @ 12:01 am Company New 2013 Annualized premiums ($M) In-force Policies, 2013 In-force Annualized premiums ($M), 2013 Bankers Life and Casualty 1, 2 7,248

  9. Articles

    One of industry's last holdouts, NAIFA elects its first female president

    With women representing only 11.5% of advisers, trade group plans to highlight women in industry.

  10. Articles

    GAO report calls for more disclosure of managed accounts in 401(k)s

    The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

  11. 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.

  12. 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.

  13. 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.