Apr 27, 2024 View in Browser

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A Message From the Editor

Our top story today is about a new chapter in the saga.

– Allison Bell, Editor, ThinkAdvisor Life/Health

 

NEWS

DOL Fiduciary Rule Add-On Could Boost Annuity Distributors' Clout

By Allison Bell

Officials want them to help agents and brokers provide conflict-free advice.

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News

Finseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation Path

By Allison Bell

Labor's attempts to address the insurance industry's concerns were merely cosmetic, Marc Cadin says.

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News

Industry Players Weigh In on the DOL's New Fiduciary Definition

By Allison Bell

Annuity distribution veterans, regulation backers and harsh critics look at what comes next.

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News

IRS Slashes Life Insurer Yield Benchmark

By Allison Bell

The agency found that those long-term, retirement-oriented investors had portfolio problems.

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News

Two-Thirds of Peak Boomers Aren't Ready for Retirement: Study

By Michael S. Fischer

Typical survey participants nearing age 65 have less than $250,000 in assets.

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News

Life, Health and Annuity Issuers Post Their Q1 Numbers

By Allison Bell

Investors are getting hints about what publicly traded insurers are doing.

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Resources

Candid Conversations: Couples, Money & Conflict

Sponsored by: eMoney Advisor

Get techniques for defusing tension between couples in the financial planning process.

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WEBCAST DATE: May 09, 2024

New Tech-Driven Strategies to Create Scalability by Enabling Advisors

Cost: Complimentary Date: Thursday, May 9, 2024 Time: 1:00 pm ET | 10:00 am PT Produced and Sponsored by: Balancing

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