Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
Client interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
Stable Value Fund Group Makes Pitch to Risk-Averse Millennials
Stable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.
10 Most Successful YouTube Channels by Financial Firms: Q3
Even stodgy financial firms can produce viral videos playing on patriotism, Peyton Manning or lightening up with an office hip-hop dance.
Top 10 Cybersecurity Trends for Financial Services in 2015
Developments include threats to Middle East firms, war gaming and creation of “fusion centers.”
Long-Term Care Insurance Sales Shifting from Standalone to Hybrid Policies
The standalone long-term care insurance market is suffering, and according to the Society of Actuaries, individual policy sales have been declining since 2003.
Retiring Abroad: Is Paradise Losing Its Luster?
Most retirees who dream of moving abroad seek a simpler, less expensive place to spend their later years. But new tax laws are complicating matters.
Longevity Annuities Get New Life From Treasury’s Blessing
The new rules could do for deferred annuities what the Pension Protection Act of 2006 did for TDFs.
6 Questions for Sen. Hatch on Retirement and the Election
In an interview, Sen. Orrin Hatch, on deck to head the Senate Finance Committee, talks about the prospects of his SAFE Retirement Act and more.
3 Takeaways for Investors From Taiwan-China Tension
The pro-democracy Umbrella Movement in Hong Kong has sounded alarm bells in Taiwan. How do investors view Taiwan and its relationship with China?
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.