The Assets: Insurance planning
July 2, 2018
Soothing Clients’ Terror About Health Costs in Retirement
Broaching taboos in short, structured conversations can be a true differentiator.
June 27, 2018
Healthcare Costs Worry Even the Affluent
Three-quarters of Americans over 50 earning over $150,000 annually are concerned about run-away healthcare costs.
May 10, 2018
DOL Rule Demise Coincides with Growing Popularity of Hybrid Annuities, says Nationwide Boss
Hawley also sees coming changes in the RIA space.
May 9, 2018
Fifth Third Sanctioned $6M Over Annuity Disclosure Failures
Finra fines the firm and orders it to pay restitution in a second major annuities enforcement action against the firm.
April 27, 2018
Thoroughly Assess Risk Tolerance Against Client Goals
Risk tolerance is not static, even later in life.
April 26, 2018
Why Advisors Still Have an Uneasy Relationship With Insurance Planning
Annuities and life insurance are contentious products for many FAs.
Last Comment: April 30, 2018
February 26, 2018
SEC Plans to Limit Who Can Call Themselves a Financial Advisor
Meantime, opponents are aiming to kill Maryland's attempts at a state fiduciary rule.
February 12, 2018
Insurance Commissioners Are Crafting Their Own Best Interest Standard
NAIC proposes, among other things, that a recommendation need not be the least expensive annuity product at the time of the transaction.
January 10, 2018
Washington Seeks to Put More Annuities in Employer Plans
Meanwhile, a separate bill seeks to let employers send out electronic statements to retirees.
November 30, 2017
Healthcare Costs Top Client Retirement Worries
And retiree debt is rising.