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Archive for April 2021


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  • WinkConnect

    {April 13th, 2021} by Wink's Intel Pros

    Ever search for a product on AnnuitySpecs/LifeSpecs,  failed and asked us for support, only to find out that you needed to look under “The XYZ Insurance Company,” rather than plain ‘ole “XYZ Insurance Company?”   Or, maybe you’ve looked for information on an annuity product and the only word that you could remember from the […]

    Recently, Nebraska, Idaho and North Dakota passed rules matching NAIC’s standard, joining other states on the roster: Arkansas, Arizona, Delaware, Iowa, Michigan and Rhode Island.

    {April 13th, 2021} by Emile Hallez

    Numerous states have been incorporating a model regulation for annuity sales that is designed to mirror the SEC’s Regulation Best Interest. Click HERE to read the full story via InvestmentNews. 

    FBL Tells Investors How to Price a Life Insurer

    {April 13th, 2021} by Allison Bell

    What You Need to Know One measure of deal value is price divided by book value, with “accumulated other comprehensive income” excluded from book value. FBL says typical ratios for recent annuity issuer deals have ranged from 1 to 1 to about 1.25 to 1. The firm contends that prices for deals made before COVID-19 […]

    The Myths That Keep People From Buying Life Insurance

    {April 13th, 2021} by Press Release

    Arlington, Va. and Windsor, Conn., April 12, 2021 – Despite record-high consumer intent in purchasing life insurance, new research finds too many Americans mistakenly feel life insurance is financially out of reach or too difficult to obtain. According to the 2021 Insurance Barometer Study, 36% of consumers say they plan to purchase life insurance within the […]

    Post-Pandemic Financial Planning: Protection, Growth And Retirement Income

    {April 13th, 2021} by Craig Hawley

    It’s been a year since Covid-19 was declared a global pandemic. Stock markets have recovered, and the outlook for 2021 is looking up, especially as the vaccine rollout ramps up and the economy begins to open up. Job gains in March are expected to be the largest since October, and manufacturing is expected to continue […]

    Nebraska measures bolster annuity protections

    {April 13th, 2021} by Douglas Clark

    The American Council of Life Insurers (ACLI) is supporting Nebraska state measures providing citizens statewide with enhanced consumer protections when buying annuities. Officials said Nebraska Gov. Pete Ricketts recently signed legislation focusing on the best interest of consumer interests in the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation. Click HERE […]

    In the Future, the Bias Will Likely Be for Annuities

    {April 13th, 2021} by Rebecca Moore

    ALTHOUGH BOTH EMPLOYERS AND THEIR EMPLOYEES see the value of guaranteed lifetime income options, differences appear among 401(k) and 403(b) providers when it comes to retirement plan design, according to a survey by TIAA. The survey found 403(b) plan sponsors are more likely to see income replacement as the biggest influence on their plan decisions […]

    What’s Cooking at ‘Income Lab’?

    {April 13th, 2021} by Kerry Pechter

    True story: Around midnight, a sleepless retiree speed-dials her adviser. Their last meeting had ended on what the adviser thought was a positive note: a Monte Carlo simulation showed that the client’s portfolio had a 94% likelihood of success through age 90. Click HERE to read the full story via RIJ

    The Rise Of The Variables, Part I

    {April 13th, 2021} by Steven A. Morelli

    The theme of 2021 and beyond might be The Rise of the Variables because of the many pressures on the fixed product side of the business. The rise would be the return of one giant and an offspring of another. Timothy Pfeifer of Pfeifer Advisory, which advises carriers on product design, said interest rates, regulations, […]

    Racial Equity Is Different From Diversity, NAIFA Members Told

    {April 13th, 2021} by Susan Rupe

    Racial equity is different from diversity efforts, and Derrik Anderson told NAIFA members how and why this is so. Anderson is executive director of Race Matters and spoke during Thursday’s portion of NAIFA’s Diversity, Equity and Inclusion Impact Week. He discussed why DEI is a critical issue for any organization and provided some practical steps […]

    Florida Court Considers Law Forcing Life Insurers To Try To Find Beneficiaries

    {April 13th, 2021} by John Hilton

    The Florida Supreme Court will hear a constitutional challenge to a 2016 state law that put new requirements on life-insurance companies to determine whether policyholders have died and to contact beneficiaries. Four insurers went to the Supreme Court last year after a divided 1st District Court of Appeal upheld the law. The Orlando Sentinel reported […]

    Barometer Shows Greater Interest In Buying Life Insurance

    {April 13th, 2021} by Susan Rupe

    One in three consumers surveyed said COVID-19 prompted them to consider buying life insurance in the next 12 months. That was one of the significant findings in the 11th annual Insurance Barometer survey, conducted by LIMRA and Life Happens. The annual survey looks at the consumer mindset around topics relevant to the life insurance industry. Click […]

    Life Insurance Industry Eyes ‘Moon Shot’ In Underserved Communities

    {April 13th, 2021} by Susan Rupe

    The life insurance industry has a chance at a “moon shot” this year in terms of expanding its investment in underserved communities. That was the word from Bruce Ferguson, senior vice president of state relations for the American Council of Life Insurers. Ferguson and two other ACLI executives spoke on the organization’s Economic Empowerment and […]

    Industry Still Lags In Developing, Advancing Women, WIFS President Says

    {April 13th, 2021} by Susan Rupe

    It’s not difficult to attract women to the financial services industry, said Carrie Sayre, president of Women in Insurance and Financial Services. But it’s the development and advancement of women in which the industry fails. Sayre, who is chief talent officer of 6M Group, spoke Tuesday as part of NAIFA Diversity, Equity and Inclusion Impact […]

    National Western Life Insurance Company (NWL®) launches Equisoft/manage, a flexible cloud-based policy administration system

    {April 13th, 2021} by Equisoft

    PHILADELPHIA, April 6, 2021 /PRNewswire/ – Equisoft announced today the successful implementation of phase one of its cloud-based policy administration platform that will support NWL’s Life and Annuity operations across the full policy lifecycle. The new platform, along with the new NWL® ChoiceOptimizer Fixed Indexed Annuity product, went live in February. Subsequent phases of this large modernization […]

    RetireOne Launches Tool to Help RIAs Quantify the Impact of Fixed Index Annuities in Client Portfolios

    {April 13th, 2021} by RetireOne

    SAN FRANCISCO, April 7, 2021 /PRNewswire/ — RetireOne® — the leading independent platform for fee-based insurance solutions  — today announced the broad availability of the Advisory Annuity Impact Calculator, a tool that enables advisors to evaluate improvements in risk-adjusted returns for their client-specific portfolios. During this time of high equity valuations and low fixed income yields, RetireOne and inStream Solutions, LLC, […]

    Principal Charity Classic, Sammons Financial Group Launch New Giving Program in Support of DE&I

    {April 13th, 2021} by Sammons Financial Group

    DES MOINES, Iowa–(BUSINESS WIRE)–The Principal Charity Classic and Sammons Financial Group have partnered to launch a new program called The Legacy Project, which will donate to organizations with defined goals, strategies, and measurable outcomes to address the issues of diversity, equity, and inclusion. First year funding in the amount of $50,000 will go to The […]

    Allianz Life Named a 2021 FORTUNE 100 Best Company to Work For

    {April 13th, 2021} by Jamie Johnson

    MINNEAPOLIS–(BUSINESS WIRE)–Allianz Life Insurance Company of North America (Allianz Life) announced today it was named a 2021 FORTUNE 100 Best Companies to Work For. The company ranked 52 on the list. This is the 10th consecutive year that Allianz Life has been included on the list as a result to its commitment to company culture, […]

    FBL Financial Group Files Investor Presentation

    {April 13th, 2021} by FBL Financial Group, Inc.

    WEST DES MOINES, Iowa–(BUSINESS WIRE)–FBL Financial Group, Inc. (NYSE: FFG) (“FBL Financial Group” or “the Company”) today filed a presentation regarding the previously announced transaction pursuant to which Farm Bureau Property & Casualty Insurance Company (“FBPCIC”) will acquire all of the outstanding shares of FBL Financial Group Class A and Class B common stock, excluding […]

    Principal to Announce First Quarter 2021 Financial Results

    {April 12th, 2021} by Principal Financial Group

    DES MOINES, Iowa–(BUSINESS WIRE)–Principal Financial Group® (Nasdaq: PFG) announced today that it will release first quarter 2021 financial results 15 minutes after U.S. markets close on Tuesday, April 27, 2021. On Wednesday, April 28, 2021 at 10 a.m. ET, Dan Houston, chairman, president, and chief executive officer, and Deanna Strable, executive vice president and chief financial […]

    Actuaries Find Race and Ethnicity Disclosure Gap

    {April 12th, 2021} by Allison Bell

    What You Need to Know About 12% of U.S. residents are Black, and 15% are Hispanic or Latino. In the insurance industry, 12% of employees are Black and 12% are Hispanic or Latino. Just 4.4% of new SOA members are Black, and 3.7% of new members are Hispanic or Latino. Society of Actuaries members are […]

    New York Wants Life Insurers to Analyze Portfolio Climate Exposure

    {April 12th, 2021} by Allison Bell

    What You Need to Know The New York State Department of Financial Services has proposed guidance that could affect all insurers domiciled in the Empire State. The department wants insurers to think about hurricanes, floods, wildfires, droughts and chronic shifts in weather patterns. All insurers, regardless of size, would have to have a written climate […]

    Is an AML Crackdown Coming for RIAs?

    {April 12th, 2021} by Melanie Waddell

    Welcome back to Human Capital. I’m Melanie Waddell, ThinkAdvisor’s Washington bureau chief. This week the Securities and Exchange Commission’s exam division issued a risk alert detailing broker-dealers’ anti-money laundering compliance failures, specifically those related to filing suspicious activity reports. Ben Marzouk, an attorney at Eversheds Sutherland, tells Human Capital that recent chatter forewarns that likely […]

    FINRA Zooming In on Platform Outages, Suspicious Activity Reports

    {April 12th, 2021} by Melanie Waddell

    This year’s Financial Industry Regulatory Authority exams will focus on broker-dealer filings of suspicious activity reports (or SARs), technology governance, and communications about digital assets, in addition to Regulation Best Interest, says Bill St. Louis, FINRA’s senior vice president of retail and capital markets firms. “There’s an intersection between cyber events and [anti-money laundering],” St. […]

    Proposal Could Make Life Insurers Bigger Real Estate Owners

    {April 12th, 2021} by Allison Bell

    State insurance regulators are working on a change in the rules for counting life insurers’ assets. In theory, the change could lead life insurers to spend billions of dollars more on buying office buildings, apartment complexes, industrial properties and other types of commercial real estate. The American Council of Life Insurers wants the National Association […]

    Affluent Americans’ Financial Goals Are Changing: BofA

    {April 12th, 2021} by Alex Padalka

    Financial advisors working with affluent Americans today are dealing with a different set of priorities than they were two decades ago, but an advisor’s expertise is still highly prized, according to a survey. Affluent investors turned more to financial advisors than to anyone else to learn about markets and manage their investments during the pandemic: […]

    Cartoon Characters: Why Advisors Are Creating Explainer Videos

    {April 12th, 2021} by Chana R. Schoenberger

    While the country was obsessed last year with the pandemic and the presidential election, financial advisor Ben Hockema turned himself into a cartoon character. To generate interest from prospects, Hockema commissioned an animated explainer video to showcase his practice. In the 90-second production, which can be seen on YouTube, a bearded avatar of Hockema appears, […]

    Billionaire Bill Foley Is SPAC Market’s Overlooked Star

    {April 12th, 2021} by Amrith Ramkumar

    Fast-trading, social-media-obsessed investors have driven the special-purpose acquisition company craze. One of the biggest SPAC creators is a staid insurance executive who wants nothing to do with them. Billionaire Bill Foley, owner of the Vegas Golden Knights team in the National Hockey League, has bypassed unproven electric-car makers and speculative space companies and instead focused […]

    MassMutual acquires Blueprint Income

    {April 12th, 2021} by MassMutual

    SPRINGFIELD, Mass., Feb. 8, 2021 – Massachusetts Mutual Life Insurance Company (MassMutual) today announced the acquisition of Blueprint Income, Inc., a leading online annuity marketplace, from Stone Ridge Holdings Group. Blueprint Income offers an online marketplace where users can purchase simple annuities, offered directly to consumers and through affinity partners. Over 1.5 million users in 2020 […]

    What the 60/40 Portfolio Debate Is Missing

    {April 12th, 2021} by John Ruth

    There’s been a lot of commentary recently about the time-honored 60/40 portfolio being ripe for a rethink. We couldn’t agree more. But we believe that the conversations, and particularly the solutions being suggested, are headed in entirely the wrong direction. On top of that, nobody seems to be asking if these proposals are serving clients […]

    For Every Life, There is a Story

    {April 6th, 2021} by Wink's Intel Pros

    April is Donate Life Month; this is a time to remember loved ones who gave the incredible gift of organ, tissue, and eye donation and to celebrate the impact made in the lives of recipients. This month, we remember Alexander M. Betts Jr. (AJ), the son of Wink’s CEO, Sheryl J. Moore and the significance […]

    Athene Launches Fixed Indexed Annuity Designed to Maximize Long-Term Retirement Savings

    {April 6th, 2021} by Athen

    WEST DES MOINES, Iowa, March 30, 2021 /PRNewswire/ — Athene USA (“Athene”), a leading provider of retirement savings products, announced the launch of Athene AccuMaxSM, a fixed indexed annuity that provides enhanced protected accumulation potential for “patient money” set aside for retirement or other long-term savings goals. Athene AccuMax is issued by Athene Annuity and Life Company (“AAIA”), a subsidiary […]

    Investors Heritage Launches Heritage Income Advantage to Offer Innovative Guaranteed Retirement Income

    {April 6th, 2021} by Investors Heritage Life Insurance Company

    FRANKFORT, Ky.–(BUSINESS WIRE)–Investors Heritage Life Insurance Company (“Investors Heritage”) today announced the launch of a new fixed index annuity – the Heritage Income Advantage (“HIA”) – to help policyholders protect assets from market downturns, grow retirement savings, and secure a lifetime income stream. “We are excited to launch this new, industry-leading product on this 60th anniversary […]

    A New Retirement Security Framework Is Required to Meet Unprecedented Challenges Posed by “Peak 65” Moment

    {April 6th, 2021} by Alliance for Lifetime Income

    WASHINGTON, March 30, 2021 /PRNewswire/ — The Alliance for Lifetime Income, a non-profit consumer education organization, today published a new economic report that spotlights how underprepared millions of baby boomers are for today’s retirement realities and proposes ideas for a new retirement security framework as we approach a historic demographic milestone in the US. Peak 65 is a […]

    Security Benefit Life’s Secret Sauce

    {April 6th, 2021} by Kerry Pechter

    Joe Wittrock, CIO at Security Benefit Life, explains how the firm’s investments outperform. Eldridge Industries, run by ex-Guggenheim president Todd Boehly, owns SBL, Billboard magazine and lots else.   There’s a belt-and-suspenders aspect to pegging the performance of a fixed indexed annuity (FIA)—a product that can’t lose money unless “surrendered” prematurely—to the movement of an […]

    VAs suffer record outflows, but enjoy record assets

    {April 6th, 2021} by Editorial Staff

    As Morningstar’s quarterly VA sales report for 4Q2020 shows, the VA business is complicated, with record-high sales of index-linked VAs, record-high VA assets on the books, but record outflows from VAs overall. Go figure. The registered index-linked annuity, or RILA, has perhaps the least self-descriptive name in the entire annuity industry, and that’s saying something.  […]

    Updates from Allianz Life, Athene and Investors Heritage

    {April 6th, 2021} by Editorial Staff

    New caps on AllianzIM Buffered Outcome ETFs; Investors Heritage Life offers climate-friendly index on new FIA;  AccuMax is launched by Athene. New caps on AllianzIM Buffered Outcome ETFs Allianz Investment Management LLC announced new upside caps for the April series of its Buffered Outcome ETFs suite: the AllianzIM US Large Cap Buffer10 Apr ETF and […]

    Pacific Life Introduces Sustainable Bond Framework Strengthening Commitment to Environmental, Social, and Governance (ESG) Initiatives

    {April 6th, 2021} by Pacific Life

    NEWPORT BEACH, Calif.–(BUSINESS WIRE)–Pacific Life announced today the introduction of a Sustainable Bond Framework under which framework it can issue Sustainable Bonds through the Capital Markets Group of its Institutional Division. “Our mission is to always deliver superior risk-adjusted investments that provide scalable and value-added solutions to our clients. But we’re also continuing to generate […]

    FBL Financial Group Special Committee Sends Letter to Shareholders

    {April 6th, 2021} by FBL Financial Group, Inc.

    WEST DES MOINES, Iowa–(BUSINESS WIRE)–FBL Financial Group, Inc. (NYSE: FFG) (“FBL Financial Group” or “the Company”) today sent a letter to shareholders urging them to vote “FOR” the previously announced definitive agreement under which Farm Bureau Property & Casualty Insurance Company will acquire all of the outstanding shares of FBL Financial Group Class A and […]

    AIG Retirement Services Launches New Mobile App Capabilities to Help Nonprofit and Public Service Employees Save for Retirement

    {April 6th, 2021} by AIG Retirement Services

    HOUSTON–(BUSINESS WIRE)–AIG Retirement Services, a leading retirement plan provider for tax-exempt and public sector employers, today announced the launch of its enhanced mobile enrollment experience, bringing convenience and simplicity to employees as they prepare for their financial future. Eliminating the need for paper forms and other administrative burdens, the modernized mobile app offers plan participants […]

    Symetra Celebrates Two Community Program Milestones

    {April 6th, 2021} by Symetra Life Insurance Company

    BELLEVUE, Wash.–(BUSINESS WIRE)–Symetra Life Insurance Company celebrates two community program milestones this week as ‘Symetra Empowers Communities’ completes its first program year with more than $2 million in distributed funding and the company’s COVID-19 initiative, ‘Care & Feeding,’ reaches its 20,000 delivered-meals goal. Symetra Empowers Communities “‘Symetra Empowers Communities’ expresses our deep commitment to the […]

    Half of Young Employees Say Pandemic Made Work-Life Balance Better; 3 in 4 Baby Boomers Disagree

    {April 6th, 2021} by Metlife

    NEW YORK–(BUSINESS WIRE)–One year after the COVID-19 pandemic forced many U.S. employees across the country to transition to remote work, the youngest and oldest generations are divided on its impact. MetLife’s 19th annual U.S. Employee Benefit Trends Study finds more than half of workers in their 20s (51 percent), including Gen Z and young millennials, say […]

    Athene Completes Significant Pension Risk Transfer Transaction with JCPenney

    {April 6th, 2021} by Athene Holding, Ltd.

    HAMILTON, Bermuda, April 1, 2021 /PRNewswire/ — Athene Holding Ltd. (“Athene”) (NYSE: ATH), a leading financial services company specializing in retirement services, announced the close of a significant pension risk transfer transaction in connection with JCPenney’s1 pension plan termination. Under the terms of the transaction, which was signed in March 2021, JCPenney transferred $2.8 billion in pension obligations to Athene. Athene’s wholly-owned […]

    New survey: 1 in 5 Americans have been forced to delay or cancel their retirement due to the pandemic

    {April 6th, 2021} by Nationwide

    COLUMBUS, Ohio, March 31, 2021 /PRNewswire/ — The COVID-19 pandemic has shaken many U.S. adults’ confidence in retiring comfortably or on time, with one-in-five (19%) reporting it has forced them to delay their retirement or no longer retire at all, according to the new 2021 Tax-Efficient Retirement Income survey. Conducted by The Harris Poll on behalf of The […]

    Industry Veteran Charlie Gipple Launches The Retirement Academy

    {April 6th, 2021} by CG Financial Group

    Des Moines, IA:  Charlie Gipple, owner of CG Financial Group and long-time industry expert on annuities, life insurance, long-term care, presentation skills, and sales strategies has announced the launch of “The Retirement Academy” on April 5. The Retirement Academy is an online training platform for agents, registered reps and broker dealers that is video-heavy and […]

    John Hancock Meets Strong Market Demand with New Protection Variable Life Insurance Product

    {April 6th, 2021} by John Hancock

    TSX/NYSE/PSE: MFC SEHK: 945 Competitive Age-100 Guarantee and Compelling Living Benefits Offer Blend of Security and Opportunity Low-cost, level-pay scenarios No investment restrictions to maintain age-100 guarantee (and full range of investment choices) Exciting living-benefit options BOSTON, Mass., April 5, 2021 /PRNewswire/ – Today, John Hancock, the US division of Toronto-based Manulife (NYSE: MFC), announced a new protection variable universal life […]

    Sammons Financial Group Acquires Beacon Capital Management

    {April 6th, 2021} by Sammons Financial Group, Inc.

    WEST DES MOINES, Iowa, April 1, 2021 /PRNewswire/ — Sammons Financial Group announced it has closed on its acquisition of Beacon Capital Management – a next-generation registered investment advisory (RIA) firm and turnkey asset management program (TAMP). Announced in January, Sammons Financial Group acquired Beacon to expand into the growing advisor marketplace. Beacon is based in Dayton, Ohio.  “We look forward to the […]

    Introducing Surevested: A Life Insurance Agency Powered by Artificial Intelligence

    {April 6th, 2021} by Surevested

    NEW YORK, March 30, 2021 /PRNewswire/ — Life insurance is the greatest gift you can give your family and today, Survested, a new life insurance agency, is launching to make the process simple, honest, and completely transparent. Powered by artificial intelligence, Surevested’s powerful technology matches consumer data with thousands of policies from top-tier life insurance companies. By making […]

    West Coast Is an Annuity-Suitability Update Desert: NAIC Map

    {April 6th, 2021} by Allison Bell

    Texas may soon adopt an annuity sales standard update developed by the National Association of Insurance Commissioners. But New York state has gone its own way, and, as of March 25, Illinois, Pennsylvania and the entire West Coast had no noteworthy adoption efforts in the pipeline. California, Oregon and Washington were sticking with the annuity suitability […]

    Hybrid LTC To The Rescue?

    {April 6th, 2021} by Tracey Longo

    The long-term-care insurance industry is bleeding. Can hybrid policies save it? Traditional LTC insurance policies are in trouble—the industry has had to spike premiums as it struggles to make good on guaranteed benefits to its customers—at a time when interest rates are near zero and insurers can’t depend on higher rates to support benefits. For […]

    Security Benefit’s President Likes Selling Annuities

    {April 6th, 2021} by Allison Bell

    Some days, it looks as if low interest rates forever might have killed the U.S. individual annuity. Many executives of publicly traded life insurers have promised securities analysts that their companies have taken a “disciplined” approach to pricing, slashed living benefits guarantees, suspended sales of the products facing the most pressure, and generally done everything […]

    Who should buy an annuity? Boston College has thoughts

    {April 6th, 2021} by Contributor

    Deciding whether to buy an annuity is one of the more complicated calculations an investor might have to make. Not all annuities are the same. Nor are investors. And a new study from Boston College says that demographics play a crucial role in determining the value of an annuity to any given investor. The Center […]

    6 Good, Clean Annuity Jokes

    {April 5th, 2021} by Allison Bell

    COVID-19 has hit retirement savers as they are facing three other crises: the aging of the baby boomers, low interest rates, and a high level of self-consciousness about humor. A few years ago, financial services professionals might have been able to lighten the mood with a few jokes about, say, some group of colleagues with […]

    Athene Adds Non-Variable Indexed Contract: Annuity Moves

    {April 5th, 2021} by Allison Bell

    Athene USA has introduced the Athene AccuMax non-variable indexed annuity contract. Like other indexed annuities, the AccuMax contract can connect a holder’s crediting rate, or rate at which interest is credited to the annuity contract value, to the performance of an investment index. The AccuMax contract offers holders access to crediting rate choices linked to […]

    13 ‘Must-Have’ Abilities And Offerings For Today’s Financial Advisors

    {April 5th, 2021} by Expert Panel, Forbes Finance Council

    11. Virtual Meetings A webcam and a microphone have become essential to working in financial services since the pandemic hit last year. If financial services professionals cannot “meet” with their clients virtually and face-to-face meetings are no longer an option, their businesses will die. When was the last time you convinced someone to write a […]

    What Parents Need To Focus On When Encouraging Young Adults To Save For Retirement

    {April 5th, 2021} by Jim Poolman

    One of the most rewarding feelings in adulthood is earning that first paycheck. It is a mark of pride, the culmination of years of hard work and study, and a great responsibility as young people begin to take ownership of their expenses.  Around this time, 20-somethings are encouraged to put money away for retirement purposes […]

    MRS Introduces E-App for Annuity Policies

    {April 5th, 2021} by http://www.punch-pr.com

    Quicker, easier application process nets client success MILWAUKEE, WI, UNITED STATES, April 1, 2021 /EINPresswire.com/ — MRS, a global leader in insurance automation and technology solutions, announced today the release of a new electronic application (E-App) system for annuity policies. The new technology will allow financial and insurance professionals to complete and submit annuity applications […]

    Labor Department sues MetLife for details on ‘missing’ annuity reforms

    {April 5th, 2021} by Barbara Grzincic

    MetLife Inc has been stonewalling the U.S. Labor Department’s request for more information about its new methods of locating “missing” pensioners who are entitled to annuities, the government said Wednesday in a petition filed in federal court in Manhattan. Click HERE to read the full story via Reuters

    Annuity Advocates: The Industry ‘Lost Track’ of What Annuities Are

    {April 5th, 2021} by AM Best

    Reconsider the simplicity of annuities, said Ramsey Smith, founder, ALEX.fyi; Paul Tyler, chief marketing officer, Nassau Financial; and Bruno Caron, associate director, AM Best (March 30, 2021).