The Assets: Insurance planning
October 11, 2019
Game Over For Reps in Ohio National Trail Lawsuits? Not Yet, Lawyers Say
Broker-dealer reps suing over Ohio National have suffered a setback, but it’s not the end of their battle, their lawyers say.
October 4, 2019
Ohio National Trail Lawsuits: FA Class Action Dismissed But Broker-Dealer Litigation To Continue
Court decision is a big blow to reps but many legal battles are still ahead for Ohio National.
September 10, 2019
Why Even More Insurers are Pulling Out of New York
Lincoln Financial Group and Penn Mutual Life Insurance have suspended selling annuities and will do the same with insurance products in the next few months.
September 19, 2019
The Critical Component Most Client Portfolios are Missing
Learn more about the role life insurance with living benefits can play in your clients' retirement portfolios. This webcast is sponsored by Lincoln Financial Group.
Event Date: September 19, 2019
September 5, 2019
NY Best-Interest Rule Causing Insurers to Stop Offering Annuities in the State
Jackson National Life Insurance has already suspended sales of fee-based annuities and other insurers may follow suit.
September 5, 2019
Family Drama Against UBS Plays Out in Texas Court
Father and daughter, both ex reps, filed separate but related claims against the wirehouse.
Last Comment: September 5, 2019
August 28, 2019
Why Nobody’s Happy With Ohio National v. NEXT Financial Judge Recommendation
Both parties have filed objections in variable annuity trailing commission lawsuit.
Last Comment: August 28, 2019
August 22, 2019
UBS Cites Texas Court Ruling in Trail Commission Fight Against Ohio National
A judge said contracts between Ohio National and a broker-dealer were “ambiguous.”
August 19, 2019
Ohio National Trail Lawsuits: Texas Judge Finds Contract “Ambiguous”
Both NEXT Financial and Ohio National were denied motions for partial summary judgments.
Last Comment: August 19, 2019
August 6, 2019
Insurance Regulators Consider Annuity Sales Conduct Revisions
The National Association of Insurance Commissioners is also considering a best interest provision.