Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
The Expat Life: Helping Clients Retire Overseas
By Jane Wollman RusoffThe trend of Americans retiring in foreign countries to live more comfortably opens a new frontier for advisors.
February 24, 2014
Retirement advisors rate high among plan sponsorsMore than 40 percent of plans with a retirement plan advisor retain the advisor to meet with employees.
February 24, 2014
SEC to examine investment advisorsExaminations will concentrate on advisors compliance programs, filings and disclosure, marketing, portfolio management, and safekeeping of client assets.
February 24, 2014
Americans continue to struggle with savingOnly about one-third of Americans are living within their means and think they are prepared for the future.
February 24, 2014
How Yellen can communicate low-rate continuationThe challenge for policymakers is to move away from the unemployment threshold of 6.5 percent without raising expectations of an increase in the short-term interest rate.
February 24, 2014
IRS issues rollover guidanceEmployers whose 401(k) plans offer Roth accounts have a guide for the rules governing rollovers by participants younger than retirement age.
February 24, 2014
Annuities hit largest quarterly percentage increase in 11 yearsTotal annuity sales hit $61.9 billion in the fourth quarter of 2013 representing an increase of 17 percent.
February 23, 2014
What’s your cold calling focus?When you sit down for your next cold-calling session, remember this simple but effective technique to help you get in the zone.