Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Raymond James Pays Highest Arbitration Award in History
By Staff WriterAn 87-year-old Texas man is compensated after his financial holdings were switched to high-commission, high-surrender variable annuities. The company's last-minute appeal was overturned.
November 29, 2011
Book Review: 'The Couple's Retirement Puzzle' (USA Today)It's an important question: Are you saving enough to retire? Just as important, for couples at least, are other, seemingly smaller questions. Where do you want to live when you retire? Do you want to work? Do you want to travel? What are your goals?
November 29, 2011
DOL Issues Final Rule on Investment Advice . . . Again (K&L Gates)The goal of the DOLs recent investment advice ruling was a challenging one: how to best make advice available to those who needed it, without substantially increasing the chance that unfair or ill advice would be given.
November 29, 2011
10 Ways To Lawsuit-Proof Your Estate (Forbes)Regardless of the size of your estate or the congeniality of your beneficiaries, one of the most financially responsible steps you can take is to carefully plan and document every part of your will.
November 29, 2011
Early Retirement Seminars 101: Smart Tips for Spotting Retirement Scams (FINRA)It's common knowledge: The earlier you retire, the more important it is to manage your assets wisely. However, some supposed "experts" taut retirement plan that can't deliver on their promises. How can you avoid being duped? Follow these tips.
November 29, 2011
Life Insurers’ Shares Up on Broader Market RiseLow interest rates will likely temper the value of life insurer stocks for the foreseeable future, but shares of life insurers got a lift with the broader market rally.
November 29, 2011
Majority of Americans are Developing Holiday Spending PlansMore than half of Americans will create a spending plan for their gift buying this holiday season and they intend to stick with those plans, a new survey concludes.
November 29, 2011
New Investment Fiduciary Accreditation Program Launched by IFLCInternational fiduciary standards organization Investment Fiduciary Leadership Council announced today the launch of a new accreditation program for foundation executives the Certified Foundation Fiduciary.