Insurance

For a century, Americans were retiring younger and younger. Then, in the 1990s, the average retirement age started to shoot back up. What happened?

Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.

The right LTCI coverage can preserve savings and confer peace of mind, but it takes a well-briefed advisor to cover its many facets.

Corey Metzman, co-founder and chief operating officer at Medicare advisory company Chapter, explains the basics of Medicare.

In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.

The direct-to-consumer startup will power an entirely digital policy only available through the insurer’s agents and advisors.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

The trade group launched the program in April, offering advisors and their teams and families coverage “at a fraction of the cost.”

Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.