Insurance

Convince a client without opening your mouth.

Digging in to the numbers is exceedingly important.

Digital retirement platform Kindur launches, focused on providing investment management and annuities to DIYers nearing retirement.

A Dallas-based advisor files a class-action lawsuit against Ohio National Life Insurance for cutting trailing commissions on some annuity contracts, the first one representing all advisors. It may not be the last.

The 2006 Pension Protection Act offered tax benefits for plans with these features.

A way to avoid a forced or fire sale of a closely held business to pay taxes.

What role should the broker play?

An overview of the funding methods available.

The annuity allows for advisors to charge their fees, up to 1.5 percent annual average contract value, without impacting any applicable living benefit or death benefit bases.

The push to make an RIA-friendly, more transparent annuity is on, as insurers and distribution companies grapple with rewriting the investment and compensation models for longevity protection.