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Archive for December 2018


  • Industry Articles (11,798)
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  • Financial decisions made by diverse populations more likely to revolve around others

    {December 11th, 2018} by Sarah Min

    Black Americans, Asian Americans and Latino Americans are more likely than the general American population to support their parents and children financially. At the same time, more than half of women are the primary breadwinners in their households. Click HERE to read the full story via InvestmentNews; registration required. 

    Forty Percent Of Americans View Financial Planning Like A Medical Checkup – Not Fun But Necessary

    {December 11th, 2018} by The 2018 Northwestern Mutual Planning & Progress Study

    MILWAUKEE, Dec. 11, 2018 /PRNewswire/ — New research from Northwestern Mutual has produced the 2018 Planning & Progress Study, which seeks to provide unique insights into U.S. adults’ attitudes and behaviors toward money, financial decision-making, and the broader landscape issues impacting people’s long-term financial security. The study has found that when US adults aged 18+ are asked […]

    Anti-Annuity Stance Softening Among Advisors and Investors

    {December 11th, 2018} by Jane Wollman Rusoff

    A big 80% of defined contribution plan participants showed interest in putting all or some of their retirement money into guaranteed lifetime income products as either an in-plan purchase or one made at retirement, the 2018 Retirement Confidence Survey found. Perhaps without realizing it, those individuals ages 25 and older may be talking annuities. The […]

    NAIC’s Proposed Annuity Sales Rule Under Fire

    {December 11th, 2018} by John Hilton

    Not surprisingly, a draft annuity sales transactions model law by the National Association of Insurance Commissioners is satisfying neither side. An NAIC working group met several times this year around the country in trying to advance an annuity sales model — mostly without success due to a few thorny issues. The group recently opted to […]

    Foresters Financial Improves the Ease of Doing Business for Agents Selling Medically Underwritten Insurance Products

    {December 11th, 2018} by Foresters Financial

    TORONTO–(BUSINESS WIRE)–Foresters Financial™, a purpose-driven financial services provider, is pleased to announce an innovation that will allow our U.S. network of representatives to sell medically underwritten life insurance products faster and more efficiently. Starting immediately, all agents using our updated iPipeline iGO® e-App will now have the ability to sell medically underwritten life insurance policies […]

    Financial Advisors Concerned about Inflation; Year-Over-Year Economic Confidence Holds Steady, New Survey Shows

    {December 11th, 2018} by SS&C Technologies

    WINDSOR, Conn., Dec. 10, 2018 /PRNewswire/ — SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today released the results of its Q4 2018 Fixed Income survey of financial advisors regarding fixed-income investing, economic confidence and market performance. Respondents were asked to reflect on key financial issues, including inflationary concerns, Federal Reserve […]

    Young Consumers Shun Life Market: MIB

    {December 11th, 2018} by Allison Bell

    Many young Americans turned their backs on the U.S. individual life insurance market in November. The number of U.S. residents ages 44 and younger who applied for coverage in last month was 9.4% lower than in November 2017, according to new data from MIB Group Inc. The drop in November follows a 7.3% year-over-year drop for the […]

    Finra exams find fault with sales of variable annuities, nontraded REITs and private placements

    {December 11th, 2018} by Greg Iacurci

    Variable annuities, nontraded REITs and private placements are among the primary areas in which brokerage firms and their representatives have demonstrated lax compliance, according to a new Finra report detailing recent examination findings. Click HERE to read the full story via InvestmentNews; registration required. 


    {December 11th, 2018} by Katherine Hignett

    Wall Street’s iconic Fearless Girl statue has moved down the street from her bronze adversary, the Charging Bull she’s faced since her March 2017 installation. The four-foot girl now stands—hands on her hips and wind whipping her hair—opposite the New York Stock Exchange at 11 Wall Street. Read more: Why is Fearless Girl moving? Mayor Bill de Blasio announces new location […]

    Class Action Filed By Meyer Wilson Against Ohio National Life

    {December 11th, 2018} by Meyer Wilson

    COLUMBUS, Ohio, Dec. 10, 2018 /PRNewswire/ — Come December 13, 2018, thousands of advisors will be out tens of millions of dollars as a result of Ohio National Life Insurance Company’s termination of trailing commission payments on its variable annuities with guaranteed minimum income benefit (GMIB) riders. Many advisors seeking accountability are turning to a recently filed class […]

    Advisors have a suitability problem, FINRA warns

    {December 10th, 2018} by Kenneth Corbin

    Brokers continue to make numerous mistakes when it comes to devising suitable investment strategies for retail clients and making appropriate product recommendations, FINRA warns. The regulator has published a report highlighting the myriad deficiencies staffers observed over the course of their examinations of firms and branch offices in 2018. FINRA identified frequent citations in areas […]

    Lincoln Financial Group Announces Reinsurance Transaction with Athene and Accelerated Share Repurchase Program

    {December 10th, 2018} by Lincoln Financial Group

    RADNOR, Pa.–(BUSINESS WIRE)–Lincoln Financial Group (NYSE: LNC) today announced it has entered into an agreement with a subsidiary of Athene Holding Ltd. (NYSE: ATH), to reinsure approximately $7.7 billion of in-force fixed and fixed indexed annuity products. The capital generated from the transaction, including a ceding commission paid by Athene combined with the release of […]

    Best’s Market Segment Report: U.S. Life/Annuity Outlook Revised to Stable as Operating Environment, Economy Improve

    {December 10th, 2018} by A.M. Best

    Oldwick – AM Best has revised its market segment outlook for the U.S. life/annuity (L/A) industry to stable from negative for 2019, citing increased profitability, improved regulatory and tax environments and a strengthening U.S. economy, along with overall reduced balance sheet risk due to a proactive approach taken by companies in recent years. A series of Best’s Market […]

    10 predictions for financial advice in 2019

    {December 8th, 2018} by Ryan W. Neal

    Despite recent stock market struggles, wealth management remains one of the strongest-performing sectors in financial services around the globe, according to Deloitte’s 2019 Banking & Capital Markets Outlook report. Macroeconomic trends, the movement towards fee-based relationships and favorable demographic shifts all give reason for continued optimism going into 2019.  Click HERE to read the full story […]

    FINRA Exam Report: 5 Big Problem Areas for Brokers in 2018

    {December 8th, 2018} by Janet Levaux

    The Financial Industry Regulatory Authority released its annual exam findings on Friday, zooming in on improper activity that it wants to stop. The report lists the areas in which industry players need to do better, based on what FINRA staff has been seeing out in the advisory field: advisors working on accounts and transactions for […]

    Don’t fear women. It’s bad for them and bad for business

    {December 7th, 2018} by InvestmentNews Editorials

    Are men really becoming afraid of women? That’s the upshot of a recent Bloomberg story about fallout from the #MeToo movement. The story described how some men on Wall Street and across financial services are avoiding women for fear that their actions will be misconstrued. The suggestion of such an approach caused an immediate and vigorous rebuke […]

    Group1001 Launches Relay® for California Residents

    {December 7th, 2018} by Group1001

    INDIANAPOLIS, Dec. 7, 2018 /PRNewswire/ — Group1001 has announced today the extended availability of Relay® in the state of California. Launched in October, Relay is a revolutionary financial product that rewards goal-oriented consumers with incredible cash-back on everyday expenses. Relay’s bold new insurtech offering couples an immediate annuity, issued by Guggenheim Life and Annuity Company, with a prepaid debit card offering […]

    Sandwich Generation: When Insurance And Caregiving Collide

    {December 7th, 2018} by Kim Anderson

    Sandwich generation. I remember the first time I heard this phrase. I had just started my career in financial services and I was confused. I thought, “Are they saying my generation likes sandwiches?” Then the instructor explained what it meant: a person who is sandwiched between caring for aging parents while also caring for children […]

    Finke: Why Annuities (and Free Steak Dinners) Deserve a Second Chance

    {December 7th, 2018} by Janet Levaux

    There’s been some revealing chatter on Twitter this week about Ron Lieber’s recent column in the New York Times, “We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased.” In the piece, Lieber describes a controversial chart shared at the meal, featuring an equity indexed annuity performing almost 8.3% better than the S&P 500 […]

    States Expected To Ramp Up ‘Best Interest’ Efforts Early In 2019

    {December 7th, 2018} by John Hilton

    As many as 14 states want to put a “fiduciary duty” on insurance agents via new regulations, an industry spokeswoman said today.   Click HERE to read the full story via INN; subscription required. 

    Introducing Women in Banking: Next (and how to apply)

    {December 6th, 2018} by Bonnie McGeer

    About the new ‘Women in Banking: Next’ program For 16 years, American Banker’s Most Powerful Women in Banking and Finance rankings have been celebrating top-performing senior executives. Now we invite you to take part in a new opportunity to advance the mission of gender parity. Welcome to the launch of Most Powerful Women in Banking: Next. This award will […]

    9 Federal Life Insurance Company Reboot Facts, for Agents

    {December 6th, 2018} by Allison Bell

    Some individuals try to make money by fixing up and selling undervalued houses. Some investment groups try to do the same with insurance companies. Insurance Capital Group LLC (ICG), a New York-based player in the insurer reboot market, says it wants to help Federal Life Insurance Company of Riverwood, Illinois, increase its sales, improve its earnings […]

    Why Do So Many Families Go Without Life Insurance?

    {December 6th, 2018} by David Ehrenthal

    In a recent SBLI Financial Awareness Survey, we looked to see why so many families choose to ignore the risks of not having a life insurance policy. As the survey showed, although the majority understood the importance of life insurance to financial security, only a minority made a plan and acted on it. Why?   […]

    How Non-Annuity Owners Are… Different

    {December 6th, 2018} by Allison Bell

    Global Atlantic Financial Group is using new survey data to plant an idea:  retiring with an annuity could be a lot more fun than retiring without an annuity. The New York-based life and annuity issuer commissioned a survey of 4,223 U.S. residents ages 40 and older. Some were retired and some weren’t. Global Atlantic asked questions […]

    A Wall Street Rule For The #MeToo Era: Avoid Women At All Cost

    {December 6th, 2018} by Katia Porzecanski, Gililan Tan

    No more dinners with female colleagues. Don’t sit next to them on flights. Book hotel rooms on different floors. Avoid one-on-one meetings. In fact, as a wealth adviser put it, just hiring a woman these days is “an unknown risk.” What if she took something he said the wrong way? Across Wall Street, men are […]

    Should Annuity Products Get a Fiduciary Safe Harbor? Bloink & Byrnes Go Thumb to Thumb

    {December 6th, 2018} by Ronald Pechtimaldjian

    The set of tax reform bills collectively known as “Tax Reform 2.0” has been steadily making its way through Congress, and includes many retirement-related provisions that could substantially impact clients. One of the more recent amendments proposed by Republicans in the House would provide for a fiduciary rule safe harbor for retirement plan sponsors who […]

    The Good And Bad In Life Insurance 3Q Numbers

    {December 6th, 2018} by John Hilton

    There’s no doubt there was some good news and some bad news in the third-quarter life insurance sales numbers. How good and how bad depend on the time frame comparison and methodology used. Diving deeper into those things explains why LIMRA and Wink both were correct with last week’s “universal life is up” and “universal […]

    Choosing A Life Insurance Policy To Meet Your Needs

    {December 6th, 2018} by Catherine Schnaubelt

    Any good wealth management plan involves the periodic evaluation of your financial goals and objectives—and a well-designed approach to help achieve them. Although often overlooked as a planning tool, life insurance can serve a broad spectrum of needs for individuals, families and business owners. Since there are a multitude of policies available, choosing the right […]

    Delaware Life Insurance Company introduces new value-add sales consultants

    {December 5th, 2018} by Delaware Life Insurance Company

    WALTHAM, Mass., Dec. 3, 2018 /PRNewswire/ — Delaware Life Insurance Company, a leading provider of annuity and life insurance products in the U.S., added new talent with the introduction of the National Sales Consulting (NSC) team. This group of experienced professionals are highly educated consultants on income and tax planning, as well as business-building strategies for financial advisors. […]

    Young Women Have to Play Catch-Up in Retirement Savings

    {December 5th, 2018} by Kerry Hannon

    For Lindsay Corner, 25, saving for retirement has a greater urgency than for many of her peers. “None of my girlfriends talk about it, but I feel fairly confident about managing money and finances,” Ms. Corner said. “I learned about it from my parents and, in college, I studied accounting and finance and took a […]

    Athene in significant pension risk transfer transaction with Bristol-Myers

    {December 5th, 2018} by Athene Holding

    Athene Holding (ATH) announced a first-of-its-kind pension plan termination transaction with Bristol-Myers Squibb (BMY) covering more than 24,000 active employee participants, retirees, beneficiaries, and former Bristol-Myers Squibb employees who have not yet commenced their benefits. Under the agreement, Athene’s wholly-owned Iowa-domiciled life insurance subsidiary, Athene Annuity and Life company, agreed in advance to provide an […]

    Two autism diagnoses made this planner reprioritize

    {December 5th, 2018} by Charles Massimo

    When my two boys were toddlers, they were diagnosed with autism. Raising them — along with my daughter — has not only made me grow as parent, but has also made me a better financial advisor. Over the last 19 years I’ve learned some important lessons from parenting that have also benefited my business. Find Your […]

    The Society of Annuity Facts and Education (SAFE) responds to “We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased.”

    {December 4th, 2018} by Bob Phillips

      Dear Mr. Ron Lieber and the Editors of the New York Times,   We are contacting you in response to your recent article on annuities, and want to thank you for taking the time to write about these retirement savings products. For the next 12 years, there will be an average of 10,000 people […]

    What Advisors, BDs Should Do About Ohio National’s End of Trailing Commissions

    {December 4th, 2018} by Jon Henschen

    Ohio National’s decision to stop trail payments has started a wave of legal actions — and this is before the change is set to take effect on Dec. 12, 2018. Here’s a list of some of the legal actions being taken against Ohio National: LPL Financial representative Lance Browning filed a lawsuit in federal district […]

    Is It Time To Harvest The NAIC Suitability In Annuity Transactions Model Regulation?

    {December 4th, 2018} by Ann Young Black and Jamie Bigayer

    At the NAIC Fall 2018 National Meeting, state regulators continued plowing through the Suitability in Annuity Transactions Model Regulation (Model 275) (Suitability Model). During its November 15 meeting, the Annuity Suitability (A) Working Group (Suitability WG) continued to fertilize the Suitability Model with a goal of elevating the standard of care for annuity sales to […]

    Litigation Alert For Broker-Dealers And Affected Financial Advisors: Sarraf Gentile LLP Announces Class Action Lawsuits Have Been Filed Against Ohio National For Terminating Trailing Commissions

    {December 4th, 2018} by Sarraf Gentile LLP

    NEW YORK, Nov. 29, 2018 (GLOBE NEWSWIRE) — Sarraf Gentile LLP announces that multiple class actions have been filed against Ohio National Life Insurance Company concerning its decision to terminate trailing commissions. The actions are pending in the United States District Court for the Southern District of Ohio (case numbers 18-cv-00763 and 18-cv-00769). The actions […]

    Brighthouse Prepares to Add Life Product

    {December 4th, 2018} by Allison Bell

    Brighthouse Financial Inc. hopes to introduce a major life insurance product by the end of the year. The Charlotte, North Carolina-based company hopes the product will help it attract about $250 million in deposits per year by 2021. The company is also counting on an enhanced annuity portfolio to generate 11% compound annual growth in deposits from […]

    Penn Mutual launches finance company for women

    {December 4th, 2018} by Staff report

    HORSHAM — The Penn Mutual Life Insurance Co. has launched a new company dedicated solely to women and their finances. MyWorth is meant to bridge the confidence gap between women and their money by bringing them the resources they need so they can take charge of their financial futures, the company said. “A watershed moment is […]

    Alabama Department of Insurance: Life Insurance Policy Tool Recovers $4.4 Million for Alabama Consumers

    {December 4th, 2018} by Targeted News Service (Press Releases)

    MONTGOMERY, Alabama, Nov. 29 — The Alabama Department of Insurance issued the following news release: The Life Insurance Policy Locator — launched by the Alabama Department of Insurance through the National Association of Insurance Commissioners — has matched consumers with policies totaling $4.4 million in the past 12 months. The NAIC launched the free national locator service in November 2016 to make it easier to connect […]

    Anger over Ohio National’s attack on VA contracts

    {December 4th, 2018} by Mary Beth Franklin

    I am angry and appalled by Ohio National Financial Services’ announcement that it will terminate the trailing commissions on existing variable annuity contracts with guaranteed income benefits. Talk about changing the rules in the middle of the game! Click HERE to read the full story via InvestmentNews; registration required. 

    SEC Proposes Summary Prospectus Rule for Variable Annuity and Variable Life Insurance Contracts

    {December 4th, 2018} by K&L Gates

    Executive Summary In a significant step toward improving variable insurance product (“VIP”) disclosure, the U.S. Securities and Exchange Commission (“SEC”), on October 30, 2018, proposed a new rule (the “Summary Prospectus Rule”) long advocated by the insurance industry that would allow VIP issuers to use a summary prospectus to satisfy prospectus delivery obligations under Section […]

    Annuity and mutual fund interests at odds over 401(k) disclosures

    {December 4th, 2018} by Greg Iacurci

    A fight is breaking out over retirement legislation that the U.S. Congress is trying to jam through before year’s end, pitting insurance and mutual fund groups, as well as large 401(k) providers, against each other. Click HERE to read the full story via InvestmentNews; registration required. 

    Ruark Consulting Releases Fall 2018 Variable Annuity Study Results

    {December 4th, 2018} by Ruark Consulting, LLC

    SIMSBURY, Conn.–(BUSINESS WIRE)–Ruark Consulting, LLC today released the results of its fall 2018 studies of variable annuity (VA) policyholder behavior. The studies, which examine the factors driving surrender behavior, income/withdrawals, and annuitization, were based on experience from 13.3 million policyholders spanning the period January, 2008 through June, 2018. Twenty-four variable annuity writers participated in the […]

    Cetera Files Arbitrations Against Ohio National Over Annuity Contracts

    {December 4th, 2018} by Diana Britton

    All six Cetera Financial broker/dealers have filed FINRA arbitration claims against Ohio National Life Insurance Company and its affiliates for cutting trail commissions on annuity contracts with guaranteed minimum income benefit riders. The firm filed three arbitration claims on behalf of its b/ds, which include Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), […]

    WealthVest Announces Elliott Eliason Assumes Regional Director Position

    {December 4th, 2018} by WealthVest

    BOZEMAN, MONT. (PRWEB) NOVEMBER 27, 2018 WealthVest continues to grow their team of wholesalers by hiring Elliott Eliason. Elliott will cover the Minneapolis/St. Paul area, helping financial professionals with retirement planning utilizing fixed and index annuities. WealthVest demonstrates traditional face-to-face wholesaling as the #1 independently owned distributor of fixed and fixed index annuities in financial institutions. […]

    A.M. Best Comments on Credit Ratings of Members of Ohio National Life Group Following Recent Developments

    {December 4th, 2018} by A.M. Best

    Oldwick – A.M. Best has commented that the Financial Strength Rating of A+ (Superior) and the Long-Term Issuer Credit Ratings of “aa-ˮ of The Ohio National Life Insurance Company and its wholly owned subsidiary, Ohio National Life Assurance Corporation (together referred to as the Ohio National Life Group) are unchanged following a series of recent developments, including […]

    Stretching The Tax Benefits Of Annuities

    {December 4th, 2018} by N/A

    One of the biggest advantages of an annuity, tax deferral, can be lost when anyone other than a spouse inherits an annuity. Then, all deferred taxes on the gains must be paid sooner or later. It’s usually better to pay them later rather than sooner—and there are different ways to do that. If the beneficiary […]

    Indexed universal life insurance continues growth streak

    {December 3rd, 2018} by Greg Iacurci

    Indexed universal life insurance sales are up double digits as market conditions drive the product line to its eighth consecutive quarter of growth in premiums, according to insurance industry group Limra.   Click HERE to read the full story via InvestmentNews; registration required.  ******************************************************************************************* The group declined to provide dollar figures for sales, represented by […]

    Universal Life Insurance: Past Its Prime?

    {December 3rd, 2018} by Ben Mattlin

     In a 1980s TV commercial, Charlie Brown extols the benefits of universal life insurance. It “means the cash value of your insurance earns interest at competitive market rates,” he tells Linus. “Within limits, you can skip payments or vary the amount of coverage.” So persuasive was this type of simple sales pitch for a relatively […]

    Insurance Companies Obtain Relief to Use Statutory Financial Statements in Registration Statements Filed on Form S-1 for Certain Insurance Products

    {December 1st, 2018} by Vedder Price P.C

    On September 28, 2018, the staff of the SEC’s Division of Investment Management granted requests from certain applicant insurance companies to file audited financial statements prepared in accordance with statutory accounting principles (SAP)—instead of financial statements prepared in accordance with U.S. generally accepted accounting principles (GAAP)—in registration statements for certain index-linked annuities and group funding […]

    Critics Blast NAIC State-Accreditation Program as Unconstitutional

    {December 1st, 2018} by Elizabeth Festa

    The National Association of Insurance Commissioners’ state accreditation program is unconstitutional because it can coerce states to pass laws, and the NAIC itself has an outsize influence on insurance regulation, critics argued Thursday. Speaking at the Consumer Federation of America’s financial services conference in Washington, Daniel Schwarcz, professor of law at the University of Minnesota, […]

    Strong VUL Premium Pumps Up Life Sales

    {December 1st, 2018} by Allison Bell

    Sales of U.S. individual variable universal life (VUL) policies continued to shine in the third quarter. Life insurers managed to increase the number of VUL policies they sold during the quarter, not just the annualized premium total, according to new data from LIMRA. Click HERE to read the full story via ThinkAdvisor.     ************************************************* […]

    Policy locator connects Oklahoma families with millions in lost life insurance policies

    {December 1st, 2018} by KFOR-TV AND K. QUERRY

    OKLAHOMA CITY – When you lose a loved one, finding life insurance policies may be a complicated issue for many families. The Oklahoma Insurance Department is reminding Oklahomans about the ‘Life Insurance Policy Locator,’ a free nationwide database. In the past 12 months, officials say the database has helped Oklahomans claim almost $2 million in […]

    Alignvest Acquisition II Corporation and Sagicor Financial Corporation Limited Announce Proposed Business Combination and Proposed Strategic Acquisition

    {December 1st, 2018} by Alignvest Acquisition II Corporation

    November 27, 2018 06:10 ET | Source: Alignvest Acquisition II Corporation Sagicor is the market-leading provider of insurance products and related financial services in the Caribbean region and has a growing presence as a provider of life insurance products in the United States. The Company has over 175 years of history in the region and is the second […]

    A.M. Best Places Credit Ratings of Sagicor Financial Corporation Ltd and Subsidiaries Under Review With Developing Implications

    {December 1st, 2018} by A.M. Best

    OLDWICK, N.J.–(BUSINESS WIRE)–A.M. Best has placed under review with developing implications the Financial Strength Rating (FSR) of A- (Excellent) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “a-” of Sagicor Life Inc. (St. Michael, Barbados), Sagicor General Insurance, Inc. (Bridgetown, Barbados) and Sagicor Life Insurance Company (Austin, TX). Concurrently, A.M. Best has placed under review […]