Insurance

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.

The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

The platform provider is pushing the concept hard, but early reviews are mixed.

Annuity products will be on the tech giant's platform by year end.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

These products get a bad rap, but they can be useful in certain situations. However, advisors must make sure their clients aren’t losing money from sky-high expenses.

Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.