Skip Navigation

Cover Stories

Wedding Bells for TIPS and ALDA

by Kerry Pechter

Wedding Bells for TIPS and ALDA

Wed, Mar 02, 2011

Together, PIMCO's TIPS-based managed payout funds and MetLife's longevity insurance mitigate two big retirement risks: inflation risk and the risk of outliving one’s savings.

LPL Taps Five Insurers for New VA Platform

by Kerry Pechter

LPL Taps Five Insurers for New VA Platform

Tue, Feb 22, 2011

Advisors who use LPL Financial’s new Fee-Based Variable Annuity platform can manage VA subaccounts just like mutual funds. (Photo at LPL’s San Diego office.)

A Guide for the Perplexed Participant

by Kerry Pechter

A Guide for the Perplexed Participant

Wed, Feb 16, 2011

GuidedChoice is the latest 401(k) advice provider to announce a platform that helps participants turn their savings into income—with or without a rollover to an IRA. (Above: CEO Sherrie Grabot.)

The New 'Big O'?

by Kerry Pechter

The New 'Big O'?

Tue, Feb 08, 2011

The revelation of a novel share class of variable annuities--its working title is "O" shares--was perhaps the most interesting piece of news that emerged from the IRI Marketing conference in Washington, D.C., last week.

News

Sun Life Financial unveils VA for new LPL platform

Wed, Mar 02, 2011

Sun Life is one of only five VA issuers with products on the new Fee-Based Variable Annuity (FBVA) Platform set up by broker-dealer LPL Financial.

Public pension funding crisis widespread: Cogent

Wed, Mar 02, 2011

A majority (54%) of public pensions report their current funding status to be below 80%, including 16% that are below 60%.

Phoenix in FIA sales pact with eight IMOs

Wed, Mar 02, 2011

The wholesaling unit of Phoenix is developing a retirement planning program that provides formats for group and individual discussions between producers and clients.

AXA Equitable releases latest “Retirement Reality Show”

Wed, Mar 02, 2011

"In Doubt We Trust?" extends the company's video series exploring the attitudes of Americans as they prepare for and live through retirement.

Lincoln Financial expands DC wholesale effort

Wed, Mar 02, 2011

Douglas Harding and Troy Jackson have joined Lincoln Financial Distributors as regional sales directors.

Origins of ‘Obamacare’ Revealed

Wed, Mar 02, 2011

The concept of the individual health insurance mandate originated in 1989 at the conservative Heritage Foundation, according to the website Procon.org.