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 By Kerry Pechter
New York Life's new IndexFlex VA has a fixed indexed sleeve--the insurer's first index-linked offering. Charles Schwab's Genesis VA (issued by Protective Life) has lots of income optionality. The two contracts enter a struggling VA market.
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What’s up with the ‘ESG’ rule: Wagner Law Group
By Wagner Law Group 'Given that the slimmer Final Rule is no longer the stranglehold on ESG investing that the original proposal had been, the Biden Administration could decide not to expend its resources changing it,' wrote Ivelisse Berio LeBeau of Wagner Law Group.
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Watch now: A ‘Deep Dive on Retirement Drawdown Strategies’
By Kerry Pechter This one-hour video of yesterday's webinar, sponsored by The American College, features retirement income specialists Joe Elsasser and James DiLellio. Some 1,800 advisers attended. Our story summarizes the webinar and provides links to video and slides.
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Honorable Mention
Life sales show new life in 2020, MIB Index shows; 'Excessive fee' lawsuit against Penn's 403(b) plan settles for $13 million; Metro-area businesses are expected to recover from Covid-related slump sooner than rural counterparts: Principal Financial.
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