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Abacus Aims to Sell In-Force Policies to the Insurers
03/26/2024

Abacus Aims to Sell In-Force Policies to the Insurers

The life settlement firm is counting on ads and a policy value calculator to bring in more policies.

Voya Faces Suit Over Universal Life Policy Premium Hike
03/25/2024

Voya Faces Suit Over Universal Life Policy Premium Hike

The plaintiffs contend that the premium suddenly jumped to $90,000, from $25,000, without warning.

6 Compelling Ways to Ask for the Order
03/25/2024

6 Compelling Ways to Ask for the Order

Here are ideas for how to make a transaction happen.

3 Ways to Help Clients Minimize 2023 Tax Liability Now
03/23/2024

3 Ways to Help Clients Minimize 2023 Tax Liability Now

The year has been over for months, but there are still ways to help.

Annuity Owners Show What They're Really Thinking
03/22/2024

Annuity Owners Show What They're Really Thinking

What they said about their annuity professionals might shock some regulators.

New Social Security Chief Asks Congress for Overhaul Funding
03/22/2024

New Social Security Chief Asks Congress for Overhaul Funding

Martin O'Malley warned senators that the agency depends on 40-year-old systems.

Insurtech Is the Consumer's Annuity Edge
03/22/2024

Insurtech Is the Consumer's Annuity Edge

How can you meet regulators' new product comparison expectations? A tech pioneer raises his hand…

Empower Sues 13 Advisors Who Broke Away
03/21/2024

Empower Sues 13 Advisors Who Broke Away

The financial professionals were employed with Personal Capital, a company that the retirement plan provider acquired in 2020.

How to Talk to Clients About Fed Moves
03/21/2024

How to Talk to Clients About Fed Moves

Dave Byrnes, Security Benefit's president, looks at an opportunity to explain the benefit of diversification.

Republicans Call for Raising Retirement Age
03/21/2024

Republicans Call for Raising Retirement Age

The Republican Study Committee's 2025 budget also suggests reducing benefits for top earners who aren’t near retirement.

The Rules for Medigap Before Age 65, in 12 States
03/20/2024

The Rules for Medigap Before Age 65, in 12 States

The rules for clients who become eligible for traditional Medicare before age 65 can be complicated.

HSA Planning After 55: What Your Clients Might Not Know
03/20/2024

HSA Planning After 55: What Your Clients Might Not Know

While most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.

New York Life Names Matt Wion to Lead Retail Annuities
03/20/2024

New York Life Names Matt Wion to Lead Retail Annuities

He will take charge of a business that generated $19 billion in annuity sales in 2023.

DOL Fiduciary Shift Could Apply During Long Litigation Battle
03/20/2024

DOL Fiduciary Shift Could Apply During Long Litigation Battle

Annuity issuers and producers must prepare to comply, even if just temporarily, lawyers warn.

Protect Annuity Issuers From Bad Advisor Affiliates: Regulators
03/19/2024

Protect Annuity Issuers From Bad Advisor Affiliates: Regulators

An NAIC team wants to keep corporate parents and siblings from overcharging insurers or stuffing them with sludge.

How to Boost Client Confidence, According to Research
03/19/2024

How to Boost Client Confidence, According to Research

Advisors must get inside the hearts and minds of clients in a more robust way, Julie Littlechild says.

10 Phrases for When You Need Motivation
03/19/2024

10 Phrases for When You Need Motivation

Sometimes, all it takes is a few words to give yourself a little kick.

Will RIAs Start Using Fixed Rate Annuities in Portfolios?
03/18/2024

Will RIAs Start Using Fixed Rate Annuities in Portfolios?

The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.

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