AmeriLife Faces DOL Rule With Two-Track Strategy
The annuity distributor has set up an RIA, and it has also applied for financial institution status.
Now in the GOP’s crosshairs on Capitol Hill: the estate tax
House bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.
Making the nest egg last: best products for senior clients
From innovative fixed indexed and fee-based annuities to hybrid combo solutions, today’s retirees have a growing list of products to choose from.
Rare good news from the DOL (yes, about retirement investing)
Retirement plan participants can now have guaranteed lifetime income for a portion of their nest egg, while also securing long-term appreciation and capital preservation.
Did Warren Overreach in Blasting Annuity Sales Perks?
Some insurance industry stakeholders say Warren errs in assuming that incentives can't be structured to ensure advisors act in clients' best interest.
Eye on the MetLife spinoff: Will it live up to billing?
Hundreds of millions of dollars in sales of individual life insurance and annuity products are riding on the outcome of Brighthouse's soon-to-be-completed spinoff from MetLife.
Tax season essentials: One tip that can make all the difference
Half of American workers could qualify for a key IRS tax credit, but many of them opt out. Here's why.
Indexed universal life insurance sales hit new high
IUL premium revenue for the quarter ending December 31, 2016 was up a marked 18 percent from the third quarter of 2015.
2016 earnings: Mostly positive, but big losses for 2 titans
Of 8 major life insurers that posted fourth quarter and year-end results for 2016, six carriers recorded positive net income for the quarter and/or year.
Moving the retirement outcome needle: 3 studies shed light
Workers need a lifetime income option in their employer-sponsored retirement plan. But more than 4 in 10 are unsure whether they have one.