Stan the Annuity Man Goes (Almost) Robo

Insurance super-agent Stan Haithcock, aka Stan the Annuity Man, says that his new cluster of annuity sales websites position him to become the first truly direct seller of fixed annuities in the digital channel. 'This is my shot across the bow to agents,' Haithcock said.

Scaling Retirement Solutions

At the EDHEC Risk Institute in France, financial researchers are trying to figure out how advisors can leverage technology to "mass customize" the goal-based approach to retirement income planning. It won't be a walk in the park.

What Social Media Can Teach Retirement Marketers

Target marketers, the word "retirement" is a buzzkill. That's what sociologists at research startup MotivIndex concluded after studying Facebook threads, Instagram feeds, and LinkedIn posts.

Insurance U. Becomes Retirement U.

Conceived by Solomon Huebner (pictured in the 1950s) to give life insurance salesmen a professional gloss, The American College has, with money from New York Life, become Retirement Income U. Its RICP designation has 2,000 grads and another 8,000 enrollees.

Bad Apples in the Brokerage Business

A new study from the University of Chicago asserts that "some firms 'specialize' in misconduct and cater to unsophisticated consumers." Overall, 7.28% of registered brokers and investment advisors have committed misconduct, the report said.

New business for Prudential Retirement

Prudential's three new plan sponsors—CCC Group, AccentCare, Inc., and LJT & Associates, Inc.—have combined plan assets of $66 million and about 18,000 participants.

More private equity for new indexed annuity firm

Kuvare Holdings intends to “deliver diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy.”