Surge in IRA Rollovers Intensifies Competition for Assets
“Firms must be creative with their marketing and adapt quickly” to capture more IRA rollover business, Cerulli says.
Russell 1000, S&P 500 to Rise in 2014: Russell Investments
The research forecasts that equities will appreciate by about 5% in 2014, depending on corporate performance.
Delaying Annuity Payments Can Raise Payouts 9%
A joint study led by Society of Actuaries found payouts for all income levels can be significantly raised by delays of one to five years.
LIMRA: Individual Life Sales Improve in Q1 of 2012
Total individual life insurance premium grew 3% in the first quarter of 2012 compared to the prior year, according to a new report.
Sales of Asset-Based LTC Insurance Rise by 20%
The study finds that more than half of male buyers of LTC policies were under age 65. In the prior year’s study, only 48% were under age 65.