Don't Let Record Sales Fool You: The Annuity Industry Is Stuck
What You Need to Know Sales of fixed annuities soared. Sales of traditional variable annuities fell. What if the interest...
life insurance
We Must Have More Advisors
What You Need to Know More Americans want to work with financial advisors. The number of life insurance agents has...
Welcome to the New Planning Paradigm: Envestnet CEO Bill Crager
What You Need to Know Leaps in technology and profound shifts in individuals’ financial lives are driving change in the...
24-Year-Old CFP Wants to Help His TikTok Fans Retire by 60
We discuss what accounts to open and what investments to hold for the long term and also cash-flow planning that...
15 Cities Where Retirees Are Most Reliant on Social Security
Start Slideshow Persistent inflation and the continued rising cost of living have robbed many older Americans of the retirement they...
Social Security Administration Would Face 23% Cut Under GOP Debt Ceiling Bill: Lobbyist
House Speaker Kevin McCarthy’s proposed bill to raise the debt limit — the Limit, Save, Grow Act of 2023 — would result in...
14 Best Value Public Colleges: Princeton Review, 2023
Start Slideshow The Princeton Review’s newly released list of best value colleges comprises 209 public and private schools selected from...
Startup to Sell Life-LTC Hybrid at the Worksite
A Los Angeles-based startup will market a life insurance-based long-term care hybrid through worksites and through associations. Reframe Financial hopes...
Life Insurance Dividends (Terms Explained)
Quick Facts Only permanent policies are eligible for life insurance dividends The amount you receive depends on the size of...
Ameriprise Hints at How Life and Annuity Issuers Are Doing
Start Slideshow Economic icebergs crashed against the life and annuity operations at Ameriprise Financial in the first quarter — but...
