The Assets: Insurance planning
October 5, 2018
Annuities Players Make Big Push for Advisor Market
Insurance companies insist wealth managers are missing out on a key tool for client retirements.
Last Comment: October 5, 2018
September 12, 2018
Why Merrill Lynch Still Excludes Commission-Based Annuities from IRA Accounts
The wirehouse reversed its ban on commission-based products in IRAs for everything except annuities.
August 28, 2018
Merrill Lynch Study Finds Gender Pay Gap is More than $1 Million Over Lifetime
Child-rearing and taking care of elderly family members contribute to women earning less than men, a Merrill Lynch study finds.
August 15, 2018
IRS Likely to Favor Insurance Agents over Wealth Planners and Retirement Advisors
A new draft proposal would exempt insurance agents from some deduction limits that advisors and wealth planners would face.
August 14, 2018
Why Healthcare Planning is Becoming a Critical USP (and How to Painlessly Offer it)
Anticipating healthcare needs, adequate budgeting and partnering with health planning experts can all help advisors bring additional value.
August 9, 2018
How Healthcare Planning Has Become the FA's Domain
Rising longevity means more advice firm are called upon to help with clients’ healthcare needs and more, study finds.
August 6, 2018
Critics Weigh in on N.Y.’s Best-Interest Standard for Insurance
The rule would eventually drive up costs to consumers, critics say.
August 3, 2018
Here’s Why Long-Term Care Remains Elusive for Advisors
There are a few certainties in life: death, taxes and the possibility of a long-term care event.
Last Comment: August 3, 2018
July 26, 2018
Eight Broker-Dealers Fined Over Variable Annuity Sales
Fines target four broker-dealers each on the National Planning network and Advisor Group.
July 20, 2018
New York State Adopts Best Interest Standard for Insurance
The regulation will apply to annuities and life insurance and goes into effect in August.