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Join us in Vegas #AdvnetSummit August 13th-15th, 2014

{July 22nd, 2014} by Jamie Johnson

We are pleased to announce that Wink, Inc.’s CEO, Sheryl J. Moore, will be speaking at the Advisor Network Summit taking place August 13-15th at The Venetian in Las Vegas. The Advisor Network Summit (#AdvnetSummit)  is a peer-to-peer event for top Life-Health advisors to stay up to date with current industry trends, marketing strategies and selling techniques.   #AdvnetSummit will provide advisors […]

Equity Analysts: Life Insurers Must Address ‘Perceptions of a Rising Interest Rate Environment’

{July 22nd, 2014} by Fran Matso Lysiak

OLDWICK, N.J. – Policyholder behavior, as it is affected “by perceptions of a rising interest rate environment,” is a significant concern to equity analysts with Sandler O’Neill, a concern that life insurers must address, they wrote in a research note previewing second-quarter earnings for the industry. Interest rates declined during the second quarter, the equity […]

Four Greater Des Moines insurers make Top 50 list

{July 22nd, 2014} by Matthew Patane

Four life insurance companies based in the greater Des Moines area made a list of the 50 top performing insurers. American Equity Investment Life Insurance Co., American Republic Insurance Co., Farm Bureau Life Insurance Co. and Homesteaders Life Co. all ranked on the list. American Equity and American Republic are based in Des Moines. Farm […]

Are you in your own jail? BLOG

{July 22nd, 2014} by Steven A. Morelli

Alan Lewis’ description of jail would sound like hell for most people: “It’s DMV with guns and Tasers.” That’s where Lewis lived for four months while he faced three dozen felony charges for selling annuities with surrender charges. The list was later reduced to 29 felonies and one misdemeanor. He still faced the prospect of […]

Morningstar to pay $61 million in trade-secrets settlement

{July 22nd, 2014} by Joyce Hanson

The investment research firm will pay Business Logic for the software company’s intellectual property Morningstar Inc. will pay $61 million to settle a trade-secrets lawsuit filed by Business Logic Holding Corp., a 401(k) managed accounts software company, in order to secure a license for the intellectual property involved in the dispute. A trial that had […]

How to build your own annuity

{July 22nd, 2014} by Daniel Williams

  What do you think about consumers building their own annuity? Financial advisor Allan Roth offers insight on consumers doing just that–bypassing the traditonal channels and building an annuity all their own. In the following video, Roth claims that consumers can “building their your own indexed annuity that protects principal while giving market upside.” As […]

Can an adviser affiliated with an insurance company be fee only? Yes.

{July 22nd, 2014} by Mark Schoeff Jr.

State rules on insurance affiliation complicate fee-only status for some CFPs For nearly two years, the issue of compensation descriptions has roiled the investment-advice business. The topic becomes even trickier when insurance licenses are thrown into the mix. Whether investment advisers like it or not, the Certified Financial Planner Board of Standards Inc. rules on […]

Investors Need To Fear Fraudsters More

{July 22nd, 2014} by Karen DeMasters

Investors are not scared enough when it comes to security concerns, according to Steven Crosby, global private banking and wealth management leader for the Americas for PricewaterhouseCoopers. Rather than being too afraid of cyber thieves and fraudsters, investors are too lax and need to be reminded by their advisors about the dangers that lurk in […]

FBL Names Wasilewski Operating Chief at Life Business

{July 21st, 2014} by Kelly Gilblom

FBL Financial Group Inc. (FFG), the Iowa-based seller of fixed-indexed annuities, appointed Raymond Wasilewski as the third chief operating officer of the life business this year. Wasilewski was previously chief administrative officer, the West Des Moines-based company said in a statement today. He replaces John D. Currier, who stepped down for personal reasons, Kathleen Till […]

Worth a look: hybrid annuity/LTC products

{July 21st, 2014} by Susan Wright

As traditional stand-alone long-term care insurance policies have become more costly, financial advisors are likely to be hearing more objections related to both premium expense and to the “what if I don’t use it” effect. While most clients typically aren’t disappointed if they never file a claim on their homeowners or auto insurance policy, for […]

NAIC Makes Its Pitch For The State-Based System: Opinion

{July 21st, 2014} by Linda Koco

It’s pretty clear that National Association of Insurance Commissioners (NAIC) intends to defend its state-based regulatory turf. In a strongly worded statement, NAIC said some federal officials and global regulators are seeking “unprecedented authority”over American insurance markets. That authority includes “imposition of bank-centric regulation on insurance companies.” In response, NAIC said it is “deploying” Protecting […]

The science behind reaching Millennials [infographic]

{July 21st, 2014} by Emily Holbrook

The Millennial generation will soon have the highest purchasing power in history. So how can insurance companies — or any company — reach them? According to this article (link below), industries should use graphics and visuals; be authentic, creative and distinct; get the the point quickly; and engage and ask for feedback. Do you incorporate […]

3 things to learn from the outrageous Comcast recording

{July 21st, 2014} by Kelly Moser

Recently, an eight minute recording of one man’s conversation with a Comcast employee went viral — for all the wrong reasons. If you haven’t heard the recording, allow me to sum it up for you. Customer Ryan Block called Comcast to disconnect his services because he’s switching to a new provider. His simple request turned […]

Insurance M&A deal volume up 20% year-over-year through mid-June

{July 21st, 2014} by Jan Haider Kiani

Year-to-date through June 20, the insurance mergers and acquisition (M&A) market witnessed 160 deal announcements, compared to 134 deals over the same period of 2013 — an increase of roughly 20%, according to SNL Financial. The 2014 first quarter saw 100 insurance deals announced, compared to 72 deals in the year-ago period. Sixty insurance deals […]

NAIC Announces Initiative In Support Of State-Based Insurance Regulation

{July 18th, 2014} by PR Newswire Association LLC

KANSAS CITY, Mo.,July 16, 2014 /PRNewswire-USNewswire/ — The National Association of Insurance Commissioners (NAIC) today launched ‘Protecting the Future,’ an educational initiative about the indispensable role state-based insurance regulation plays in strengthening the U.S. economy. This unprecedented education program from the NAIC is being deployed in Washington, DC, Brussels, the capital of theEuropean Union, and […]

MetLife Taps Former Bain & Co. Executive as Chief Enterprise Strategy Officer

{July 18th, 2014} by Marie Suszynski

NEW YORK – MetLife Inc. said it has hired Rebecca Tadikonda as its chief enterprise strategy officer, effective July 21. She succeeds Kishore Ponnavolu, who is now president of MetLife Auto & Home. Tadikonda will report to Steven A. Kandarian, chairman, president and chief executive officer of MetLife. “An aligned, integrated enterprise strategy is essential […]

NAIC Begins Push to Promote State-Based Insurance System Amid Calls for International Standards

{July 18th, 2014} by Thomas Harman

WASHINGTON – The National Association of Insurance Commissioners is preparing to counter arguments that the U.S. insurance industry should move toward international standards with a campaign demonstrating the benefits of the nation’s state-based regulatory system. The NAIC is beginning its information initiative, “Protecting the Future,” because of concerns about the demands by federal and international […]

Wirehouses Face Unique Challenges In Adding More Investor Relationships

{July 18th, 2014} by N/A

July 2014, BOSTON. According to new research from global analytics firm Cerulli Associates, wirehouses face unique challenges in adding more investor relationships. “While the wirehouses are not yet winning new clients, they are for the first time in recent memory retaining share of assets, including those of high-net-worth investors,” comments Kenton Shirk, associate director at […]

Insurers Add New Agents with Diversity

{July 18th, 2014} by Cyril Tuohy

Five years after the end of the Great Recession, life and annuity companies are hiring again but show a preference for seasoned advisors, especially those who can penetrate cultural and generational markets, according to the consulting firm Conning. “Field recruiting has been focused on responding to population growth in key market segments, and on the […]

5 financial lessons from Game of Thrones

{July 18th, 2014} by Lynette Gil

Enter the world of Westeros, Essos, Sothoryos and Ulthos, where dragons and magic exist, and you’re in the HBO series Game of Thrones (GoT), based on the fantasy and science fiction books A Song of Ice and Fire by George R. R. Martin. Learning about how hard life was back then — the gruesome battles, […]

5 QLAC questions and answers

{July 18th, 2014} by Jeffrey Levine

On July 1, 2014 the Treasury Department released the long-awaited final regulations for Qualifying Longevity Annuity Contracts (QLACs). These new annuities will offer advisors a unique tool to help clients avoid outliving their money. Click here to read…

Life insurers are an army of random kindness

{July 18th, 2014} by Bill Coffin

I spend a good amount of time online, so I see a lot of grim and dispiriting stories in the mainstream media or through social media, whether it’s international strife, some outrage committed in a state halfway across the country, or a study that suggests that in some way, shape or form, we are all […]

A.M. Best Affirms Ratings of Allianz Life Insurance Company of North America and Allianz Life Insurance Company of New York

{July 18th, 2014} by Best's News Service

Oldwick – A.M. Best has affirmed the financial strength rating of A (Excellent) and the issuer credit ratings of “a+” of Allianz Life Insurance Company of North America (Minneapolis, MN) and its subsidiary, Allianz Life Insurance Company of New York (New York, NY) (collectively known as Allianz Life). The outlook for all ratings is stable. […]

A.M. Best: MassMutual Cracks Top 10 in Ranking of Life Insurers by Admitted Assets

{July 18th, 2014} by Fran Matso Lysiak

OLDWICK – Based on 2013 admitted assets, Hartford Life Group was bumped out of A.M. Best Co.’s top 10 U.S. life/health insurer ranking as MassMutual Financial Group climbed from 12th to 10th, a newly released statistical study shows. Total admitted assets for the U.S. life/health insurance industry rose to $6.1 trillion in 2013, a gain […]

Women Need Advisors To Take A Straightforward Approach

{July 17th, 2014} by Cyril Tuohy

Insurance agents and financial advisors looking to reach women should simplify the buying process, reduce jargon, spend more time looking after the customer’s interest and maintain high ethical standards, according to a new report. Despite the seemingly clear directives and women taking more control of household finances, women don’t feel any more prepared to make […]

Symetra Life completes redomestication plan

{July 17th, 2014} by IFAwebnews Staff

Symetra Financial Corporation announced that the redomestication of its principal life insurance subsidiary, Symetra Life Insurance Company, from Washington to Iowa is complete following regulatory approvals from the Washington State Office of the Insurance Commissioner and Iowa Insurance Division. As previously announced, Symetra will open an office in West Des Moines, Iowa, and anticipates hiring […]

Prudential Study Finds Women Feel Less Confident in Their Ability to Save and Invest

{July 17th, 2014} by PRWeb

Women surveyed said they are taking control of household finances, yet are no more prepared to make financial decisions than they were a decade ago, according to new research released today by Prudential Financial, Inc. The study, which is Prudential’s eighth biennial study of women and money, revealed women are less concerned about their financial […]

Roundup: New York Life names two senior executives to key roles

{July 17th, 2014} by Lynette Gil

New York Life has named Matthew Grove chief administrative officer in New York Life’s Insurance and Agency Group, where he is responsible for oversight of strategy development for the Group, new business operations, and quality assurance, compliance and finance functions for the Service operation. Taking over Mr. Grove’s former role is David Cruz, who was […]

Women confident — yet unprepared — for retirement

{July 16th, 2014} by Emily Holbrook

Women in general are confident they are taking control of household finances and retirement planning, yet are no more prepared to make financial decisions than they were a decade ago. That’s according to a new study released by Prudential Financial, Inc. Click here to read…

‘Dateline’ Libel Claim Revived, Privilege Lost

{July 16th, 2014} by Megan Gallegos

DENVER (CN) – “Dateline” may have to produce its raw footage to an insurer that says a hidden-camera investigation defamed it, the 10th Circuit ruled. “Dateline” aired the segment in question, titled “Tricks of the Trade,” in April 2008. It featured snippets from an event called “Annuity University,” a two-day seminar Brokers’ Choice of America […]

Life, Annuity And Health Software Deal Volume Up 21% In 2013

{July 16th, 2014} by Cyril Tuohy

Deal volume among life, annuity and health insurance carriers, and technology vendors was up 21 percent last year compared to 2012. This comes about as a rising stock market, higher interest rates and hopes for growth in life and retirement suffused buyers with more confidence, according to an annual survey of the market. A more […]


{July 16th, 2014} by Kim O'Brien

MESSAGE FROM THE PRESIDENT In June, NAFA joined with the Coalition for Annuity Awareness and celebrated the inaugural June National Annuity Awareness Month with many educational webinars; publications about annuities; and informational blogs, articles and tweets promoting annuities to the general public. We topped off the month with a National Fly-in for Fixed Annuities and […]

The Hits Keep Coming To Annuity Database

{July 16th, 2014} by Linda Koco

The search for income annuity data showed no signs of letting up in second quarter 2014. During the three-month period, annuity advisors and sales desks made over 261,000 hits to an online database of income annuity products, according to a new report. That’s up by nearly 9 percent from first quarter’s nearly 240,000 hits. Although […]

Annuities’ Month-Long Celebration

{July 15th, 2014} by Victoria Peterson and Jamie Johnson

  The inaugural National Annuity Awareness Month came at an opportune time in the indexed annuity industry! Spreading the word about annuities is crucial, particularly when the economy is still rocky. Why do we believe June 2014 was a perfect time to launch this special event? Americans need annuities. They’re hearing about them. And they’re […]

5 reasons to attend the Advisor Network Summit in Las Vegas

{July 15th, 2014} by Van Mueller

The place to be August 13-15 will be the Advisor Network Summit in Las Vegas. The timing of this meeting is crucial. We are approaching a financial catastrophe. CLICK HERE TO READ “— Sheryl Moore: The annuities expert. I read everything she writes, and I even have a Sheryl Moore file. Moore has helped me […]

NAIC Hiring Consultant to Review Its Decision-Making, Governance

{July 15th, 2014} by Andrew G. Simpson

The national organization for state insurance regulators, which has been telling federal and international regulators how they should govern the industry, has decided to engage a consultant to audit its own governance and policy-making practices. The National Association of Insurance Commissioners (NAIC) said it would issue a request for proposal for a consultant this week, […]

Iowa Agent Gets 41 Months in Prison for Defrauding Insurance Companies

{July 15th, 2014} by Iowa Insurance Division

A former Des Moines, Iowa, insurance agent was sentenced to 41 months in prison for insurance fraud, the Iowa Insurance Division announced. Melissa Ilene Williams, of Dike, Iowa, also was ordered to pay restitution for fabricating and submitting life insurance policies to two separate insurance companies between July 2011 and January of 2012. Williams pled […]


Filling the Gap: Where Will We Find Tomorrow’s Insurance Professionals?

{July 15th, 2014} by Amy Nyvall

More independent insurance agents will be retiring than starting careers this year. It’s the same story from last year, and previous years before that. The industry’s sales force is dwindling and is at risk of becoming detached from its consumer base. Young professionals opting for other careers hold the median age of the country’s labor […]

Global Atlantic Targets Life & Annuity Business

{July 15th, 2014} by Linda Koco

Global Atlantic Financial Group has agreed to sell Ariel Re, its Bermuda-based property-casualty reinsurance company, to BTG Pactual, a Brazilian multinational investment banking firm. Assuming the deal receives regulatory approval, Global Atlantic will be free to focus more on growing its life and annuity business. That will likely be welcome news for life and annuity […]

Joining Other Life Insurers, MassMutual Opens Office to Serve Chinese-American Community in NYC

{July 15th, 2014} by Fran Matso Lysiak

OLDWICK, N.J. – Massachusetts Mutual Life Insurance Co. has set up shop in a neighborhood in the New York City borough of Queens, in the heart of the city’s Chinatown, in a stepped-up effort to provide financial services to the large Chinese-American community there. The Springfield, Mass.-based company joins New York-based life insurers in recognizing […]

‘Annuity Burglar’ Case Tossed by Judge

{July 15th, 2014} by Steven A. Morelli

A California judge threw out 29 felony charges and one misdemeanor against a former insurance agent who spent more than four months in jail awaiting trial in a case that some said could lead to criminalizing surrender charges. Alan S. Lewis, who turned 51 while in jail, was accused of embezzlement, grand theft and burglary […]

How advisor Brittney Castro used social media to successfully connect with women

{July 15th, 2014} by Amy McIlwain

I recently had the chance to sit down with Brittney Castro in Los Angeles to talk social media and digital marketing. Brittney is a certified financial planner and the CEO of Financially Wise Women. She has been incredibly successful using social media as a marketing tool, despite the restrictions and limitations that the financial services […]

Hancock to Get $11.8 Million as Next AIG CEO

{July 15th, 2014} by Zachary Tracer, Bloomberg

American International Group Inc.’s Peter Hancock will get a compensation package of $11.8 million a year as the insurer’s new chief executive officer. The short-term incentive will be $3.2 million of cash and the long-term will be $7 million in performance share units for meeting targets, plus he will get an annual salary of $1.6 […]

The big five: The 2014 Advisor of the Year finalists

{July 15th, 2014} by Daniel Williams, Paul Wilson, Vanessa De La Rosa

After months of pouring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists. In making our selections, we looked at multiple categories. Among those are production, community involvement, an ability to connect with clients, a passion for working with seniors and an exemplary compliance and suitability record. Click here to read…

Prudential Study Finds Women Feel Less Confident In Their Ability To Save And Invest

{July 15th, 2014} by PR Web

Newark, NJ (PRWEB)July 15, 2014 Women surveyed said they are taking control of household finances, yet are no more prepared to make financial decisions than they were a decade ago, according to new research released today byPrudential Financial, Inc. The study, which is Prudential’s eighth biennial study of women and money, revealed women are less […]

LeBron James and Value of Celebrity Insurance Ads

{July 14th, 2014} by University of Arkansas, Sam M. Walton College of Business

From a consumer perspective, what happens when a celebrity endorses different products in two advertisements that appear in the same magazine? Do you remember both equally? One better than the other? Neither? Katie Kelting, a marketing researcher at the University of Arkansas, found that when consumers are shown two ads featuring the same celebrity, they […]

A 3-step plan for reaching the special needs community

{July 14th, 2014} by Celeste Clancy

A case that has a special needs element requires a slightly different approach than a “typical” life planning case. Special needs cases can require some unique considerations. To fully understand this market, it’s important to first recognize what special needs are and aren’t. Cick here to read…

AIG Financial Distributors Appoints Talent Development Veteran

{July 14th, 2014} by Cyril Tuohy

AIG Financial Distributors, the sales and distribution arm of American International Group’s life and retirement business, has announced the appointment of John D. Stout to head sales training and development. Stout will “launch and lead” AIG Financial Distributors University to develop sales representatives and train future financial advisors and agents. The appointment, announced July 8, […]

U.S. Life Insurance Activity Flat In June

{July 14th, 2014} by PR Newswire Association LLC

BRAINTREE, Mass., July 11, 2014 /PRNewswire/ — U.S. application activity for individually underwritten life insurance was flat at -0.3% in June, year-over-year, all ages combined, according to the MIB Life Index. The story for the first six months of 2014 has been one with progressively lessening monthly losses. U.S. life insurance application activity was flat […]

NCOIL Capital Standards Resolution Draws Mixed Reaction From Insurance Trade Groups

{July 14th, 2014} by Thomas Harman

BOSTON – Insurance industry trade groups had mixed opinions concerning a National Conference of Insurance Legislators’ resolution opposing the imposition of insurance capital standards under discussion internationally. NCOIL’s executive committee approved the resolutions on the final day of its Summer National Meeting on July 13. The standards resolution was crafted in response to international proposals […]

NAMIC: IAIS Basic Capital Requirements Proposal Could Pose Problems to Industry

{July 14th, 2014} by Jeff Jeffrey

WASHINGTON – Representatives of the insurance industry are already expressing concern about the International Association of Insurance Supervisors’ proposed basic capital requirements for global systemically important insurers. The IAIS released an updated version of the proposed basic capital requirements on July 9 and asked the industry to submit comments about potential problems or concerns. This […]

Redesigned ChFC mark aims to top CFP education

{July 14th, 2014} by Liz Skinner

“We’re positioning ourselves to be more relevant to practitioners — those who work with clients in the financial services community.” — Craig Lemoine, ChFC program director at The American College.   The American College of Financial Services is revamping the chartered financial consultant designation to focus on applying strategies to client situations and including new […]

Final longevity annuity regulations clear path for future growth

{July 14th, 2014} by Robert Bloink, William H. Byrnes

Recently, the Treasury Department issued final regulations governing qualified longevity annuity contracts (QLACs) that are likely to cause sparks to fly in the annuity industry in the coming years. While many of the final QLAC provisions mirror those found in the proposed regulations that were issued more than two years ago, the final regulations have […]

Insurers’ priorities: Speed, agility in product development

{July 14th, 2014} by Warren S. Hersch

For producers focused on how best to serve the youngest demographic for life insurance products — millennials — one finding from this SAP survey stands out: More than half of insurers (52 percent) are investing in online, mobile and social technologies as their main strategy for reaching millennials — those born between the early 1980s […]

MetLife Developing $110 Million Industrial Park Near Atlanta in Move to Diversify Real Estate Holdings

{July 14th, 2014} by Fran Matso Lysiak

NEW YORK – MetLife Inc. said it will develop a large-scale industrial park near Atlanta with total costs to run more than $110 million with Panattoni Development Co. in a move to diversify its real estate holdings. The Lambert Farms Distribution Center will be built in Henry County, 15 miles south of the Hartsfield-Jackson International […]

Millennials Set To Be A Lost Generation For Financial Services

{July 14th, 2014} by PR Newswire Association LLC

ARLINGTON, Va., July 10, 2014 /PRNewswire/ –Americans aged 18-29 (closely corresponding with the Millennial generation) are the most pessimistic about their financial situations compared to any age group measured by CEB, (NYSE: CEB) the leading member-based advisory company. In its Consumer Financial Monitor Millennial feelings about their personal finances dropped nine percent in the last […]

15 best insurance quotes of all time

{July 14th, 2014} by Lynette Gil

“A bird in the hand is worth two in the bush.” – Latin proverb dating back to the 13th century. There are certain universal truths that we can find in proverbs, quotes and sayings for anything in life. From wise sayings to funny jokes, LifeHealthPro.com has collected the best life and health insurance sayings and […]

Judge Dismisses Ex-Broker’s Privacy Claim Against Regulatory Website

{July 14th, 2014} by Suzanne Barlyn

A U.S. judge threw out a lawsuit against the Financial Industry Regulatory Authority (FINRA) by a former broker who alleged that disclosures on the regulator’s public database violated his privacy rights. The former broker, Alan Santos-Buch, sued FINRA, Wall Street’s industry-funded regulator in February, alleging it continues to make details of a 1997 disciplinary case […]

Toddler who died in hot car had two life insurance policies

{July 14th, 2014} by Brian Anderson

You’ve certainly heard the recent story about the Georgia dad who left his toddler son restrained in a car seat while he went to work, resulting in the boy’s death. There have been no shortage of sordid details that have come out about 33-year-old Ross Harris since his arrest: Internet searches about leaving a child […]

Life Insurance for Children is a Great Idea

{July 14th, 2014} by PR Web

YourLifeSolution.com, a website which prides itself on providing instant life insurance rates on both permanent and term life insurance products, is today publishing reasons why buying life insurance for children is both logical and financial savvy. The service was prompted to do this by several online articles and financial pundits claiming that having life insurance […]

IRA rollovers face scrutiny by ERISA panel

{July 14th, 2014} by Nick Thornton

The volume of retirement assets rolling out of defined contribution plans has gotten the Department of Labor’s ERISA Advisory Committee’s attention. IRAs, along with other investment vehicles that fall outside the jurisdiction of ERISA’s oversight, are growing more popular as boomers retire and move their retirement savings out of employer-sponsored plans. In response, the ERISA […]

10 things life insurance agents won’t say

{July 13th, 2014} by Daniel Goldstein, MarketWatch

1. You actually have too much life insurance Americans bought more than $1.7 trillion worth of individual life insurance coverage in 2012, according to the American Council of Life Insurers, a trade group. Overall, there was $11.2 trillion in individual life insurance policies in effect in 2012, up from $9.3 trillion in 2002. But many […]

Broker Pleads Guilty To Securities Fraud

{July 12th, 2014} by John Bear, Alamogordo Daily News, N.M.

July 12–Carrizozo >>An Otero and Lincoln County-based insurance broker who defrauded another man out of hundreds of thousands of dollars in 2011 pleaded guilty Wednesday to securities fraud and conspiracy charges. According to a 12th Judicial District Attorney’s Office press release, Bill Turner pleaded guilty in12th Judicial District Court inCarrizozo to 13 counts of securities […]

How to get Millennials on track for retirement

{July 11th, 2014} by Mary Beth Franklin

(iStock) Crushing debts could make long-term savings goals a hard sell As a mother of two Millennials — those young Americans born between 1980 and 2000 — I know that preaching the value of saving for a distant goal like retirement can be a hard sell. But it’s a critical message, as these young workers […]

Why Ken “I hate annuities” Fisher has a problem

{July 11th, 2014} by Jeffrey Berson

We have all seen it. The big advertisement from Fisher Investments: “I hate annuities, and you should too!” Ken Fisher is making a splash with this, but as is typical with this kind of promo, his “special report” is one-sided, very poorly researched and limited in scope. In addition, his “annuity conversion program” is misleading; […]