12 States With Biggest Estate Tax Bills
By Allison BellNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 03, 2024
Celebrating Annuity Awareness Month With a Look at RILAsYou're aware of RILAs, but do you understand RILAs?
May 23, 2024
5 Reasons RILAs Are So HotRobin Raju, Equitable's chief financial officer, gave Wall Street a primer on what's making the annuities irresistible.
May 22, 2024
Connecticut Puts Phoenix Life and Annuity Issuer in RehabThe move will limit the amount of cash life and annuity customers can get from sources backed by PHL's own assets.
May 21, 2024
Annuity Advisor Settles With SEC Over Product RecommendationsRaymond Lent should have considered offering clients fee-based contracts, agency officials said.
May 21, 2024
Wade Pfau Makes Case for RILAs as Income ProtectorsHis modeling shows how partial protection against market downturns could boost portfolio performance.
May 01, 2024
Lawsuit Cuts Equitable's $1.3B Gain on a Universal Life Price HikeThe firm's first-quarter results include $106 million in legal expenses related to a class-action settlement.
April 29, 2024
Jackson Adds Lifetime Income Benefit to RILA FamilyAnnuity holders who wait longer can increase the guaranteed annual withdrawal amount.