The Best & Worst Annuity Providers for Customer Satisfaction: J.D. Power
By Michael S. FischerWhile overall annuity customer satisfaction has increased, satisfaction with the advisor experience is in decline.
October 27, 2021
Long-Term Care Insurers Worry Guaranty Associations: NOLHGA PresidentPeter Gallanis told state insurance legislators that LTCI issuer problems could be a challenge for the next 10 years.
October 27, 2021
Life Settlement Pioneer Sees a Bright Future AheadA LISA conference panel talked about life insurer competition. But Alan Buerger says policy supply is strong.
October 27, 2021
JoAnn Martin, Former Ameritas CEO and ACLI Chair, DiesThe governor of Nebraska put out a statement in response to her passing.
October 27, 2021
Unit Formerly Known as Wells Fargo Asset Management Snags Another State Street ExecChris Baker is exiting the Boston-based asset manager to serve as chief compliance officer of the firm, now called Allspring.
October 27, 2021
Top 12 Reverse Mortgage Questions, AnsweredHere's what to know about who qualifies, tax treatment and what happens after the borrower's death.
October 27, 2021
Tax-Loss Harvesting: 5 Keys to Doing It Right for Each ClientTax-loss harvesting is not a one-size-fits-all proposition, says Joel Dickson, head of enterprise advice methodology at Vanguard.
October 27, 2021
Democrats' Billionaire Tax Plan Puts About 700 People in SightsThe plan, which would take effect in 2022, requires billionaires to pay taxes on all their appreciated tradable assets to date.