Annuities

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

A civil filing by an IBD seeks damages for firms and reps “who devoted significant time and resources to building a book of business,” an attorney says.

The 4,300-advisor network is investing in insurance distribution after benefiting from rising interest rates and record client assets.

Working longer and delaying Social Security are some of the ways they can boost their savings after losing a large portion of retirement assets.

The regulator proposed a "clear and concise" summary for clients considering the products, but the impact appears limited.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

Sales of the fee-only products have expanded in a major way, but they have yet to win over advisors.

LPL slammed the move by the exiting major issuer to cut off trails for advisors in certain existing contracts.