Retirement Planning NEWS


SEC adopts Regulation BI in 3-1 vote

The Securities and Exchange Commission (SEC) voted in favor of adopting a final amended version of the Regulation Best Interest rulemaking package on Tuesday, drawing praise from the insurance industry.

Retirement Planning Discussion

Recent Retirement Planning News

Industry advocates take victory lap after House passes SECURE Act

After House passes the landmark retirement reform legislation with overwhelming bipartisan support, advocacy groups release statements urging Senate to do the same.
Barbara Turner

Barbara Turner earns Ohio National’s top community service award

Cincinnati-based company announces that its president and COO has been honored with its prestigious 2018 Paul E. Martin Community Service award in recognition of her exceptional generosity and community service.

New leader quick to update IRI’s mission and vision

Annuity industry insider shares accomplishments at REACH event less than two months into his tenure, including unveiling a set of strategic priorities for 2019 and quarterly “town hall” conference calls.

SEC’s Regulation BI to Undergo Scrutiny in March 14 Congressional Hearing

Pointed questions sure to come when Democratic committee leadership convenes hearing on the controversial SEC proposal.

Building out your business with Foreign Markets

Expanding your practice into the virtually untapped wealthy foreign nationals market can take your practice to the next level.

Selling life insurance in the foreign nationals market

The foreign nationals market for life insurance is an advisor’s dream. It’s huge, the prospects are motivated, and offers significant rewards – and yet it’s far from overcrowded. Here are some basics for working with Foreign National prospects, straight from an experienced veteran of the market.

Speakers at life settlements conference forecast substantial ‘organic growth’

A confluence of demographic and economic forces are aligning to drive substantial growth of the life settlements asset class, according to featured speakers at this week’s Life Settlement Institutional Investor Conference.

Ladder launches ‘Ladder for Advisors’ to encourage term life as part of clients’ financial...

Fee-based financial advisors get access to a customized toolkit and dashboard to help clients implement term life insurance as part of their ongoing financial planning.

Protective Life enters $1.2B agreement with Great-West to reinsure individual life and annuity business

When closed, transaction will be the largest acquisition in Protective Life’s history.

Individual life sales forecast calls for 3% growth in 2019

U.S. individual life insurance sales are expected to rise 3% to $15.0 billion in 2019, according to LIMRA’s just-released annual predictions report. Growth also expected in technology and workplace retirement savings plans.

Retirement Planning Articles Archive