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Investment Advisor May 2010 Marlene Y. Satter	And Another Thing. . . Genworth Financial, in addition to launching Total Living Coverage Annuity, its hybrid annuity/LTC policy, has also brought out another annuity that acts more or less as a CD alternative.
Financial Planning February 1, 2010 Donald Jay Korn	Combo Care After more than three years of waiting, new tax laws may increase the popularity of life insurance and annuities with long-term-care riders.
Investment Advisor September 2009 Marlene Y. Satter	Insurance Update: An Asset to Planning According to the American Association for Long-Term Care Insurance, asset-based LTC insurance is on the rise.
Investment Advisor September 2010 Marlene Y. Satter	Insurance Update: Is It Really a CLASS Act? How the new government long-term care insurance program may affect your clients.
Investment Advisor September 2008 Melanie Waddell	LTC Payouts: $3.5 Billion in '07 Approximately 180,000 Americans with long-term care insurance policies were paid benefits in 2007, according to a new study.
Financial Advisor March 2012 Karen DeMasters	Long-Term Scares As premiums for long-term care insurance go up and more large providers pull out of the market all together, the landscape for long-term care insurance is changing dramatically.
Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
Investment Advisor September 2007 Marlene Y. Satter	In the Meantime Despite the recent bad press, you still have to recommend long-term care insurance to your clients. What do you do?
Financial Advisor May 2007 Tracey Longo	Unfulfilled Promises? With LTC insurance sales down in 2006, here's what some financial planners are doing to pick up the pace.
Financial Planning October 2, 2007	Compliance Advisors should research the annuity product options fully to select the best choices and riders to meet clients' needs.
Financial Advisor May 2008 Tracey Longo	Living Long, Living Well A handful of insurers and advisors have been touting "longevity insurance" for several years now -- an income annuity-based product they hoped would catch fire with retirees frightened of going broke.
Investment Advisor April 2010 Ron Pechtimaldjian	Economy Alters Buys of LTC Insurance The age of purchasers of long-term care insurance in 2009 increased for the 55-and-older group over 2008.
Registered Rep. November 20, 2012 Alan Lavine	Lock into Long-Term Care with Hybrid Policies Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here's how to make sure they are right for your clients.
Financial Advisor January 2011 Ben Mattlin	Long-Term Headache What the recent convulsions in the long-term care insurance business mean to you.
Investment Advisor September 2005 Melanie Waddell	The Care Calculation Sales are down and premiums are up for long-term care insurance, but the cost of long-term care continues its steep increase. Advisors need to learn more about this product and discuss it with clients.
Entrepreneur August 2006 Jacquelyn Lynn	A Step Ahead Consider offering employees long-term care insurance.
Investment Advisor June 2007 Melanie Waddell	Quilting Bee When it comes to mitigating risks for clients in retirement, advisors and product manufacturers must stitch together products and strategies that help clients meet the full spectrum of their needs -- from long-term care, to income generation, to health care.
Financial Advisor November 2006 Mary Rowland	The Future Is Immediate Annuities Forget plastics and hedge funds. Clients sleep better with a steady income. Financial advisors know about immediate annuities. But do you use them?
Registered Rep. March 11, 2011 Mark Miller	Navigating the Long-Term Care Minefield Long-term care insurance is a tough market to navigate -- for clients and planners alike.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Investment Advisor March 2006 Robert F. Keane	Safety First No one wants to pay for E&O insurance, but advisors admit it helps them sleep better.
Investment Advisor July 2008 Melanie Waddell	Drivers of Annuity Sales Assets in annuities will jump to $2.9 trillion by 2012 -- a compound annual growth rate of 7.9% -- sparked by demographic trends and product development that addresses both guaranteed income and principal protection.
Financial Advisor March 2007 Raymond Fazzi	Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors.
Financial Advisor July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
Financial Planning April 1, 2011 Ingrid Case	Crisis Brewing Many long-term care policy owners received uninsulated surprises recently -- substantial rate increases from carriers including MetLife, John Hancock and TransAmerica. What alternatives can planners suggest to clients?
Financial Advisor February 2006 Tracey Longo	A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers.
Investment Advisor June 2009 Marlene Y. Satter	Saving Grace You made sure your clients had all the right protection; then insurance became a minefield. What now?
BusinessWeek June 23, 2011 Margaret Collins	Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex.
Registered Rep. October 17, 2011 Alan Lavine	Tune Up: Sometimes It Makes Sense to Exchange a Client's Life Insurance Policy Today's life insurance policy may provide more benefits at a lower cost than coverage purchased more than a decade ago.
Financial Advisor June 2004 Gregory Bresiger	Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands.
Investment Advisor July 2010 Marlene Y. Satter	Insurance Update: A Wider Embrace of LTC Same-sex benefits are now offered to federal employees.
On Wall Street October 1, 2013 Donald Jay Korn	IRS Approves Post-Death Annuity Exchange IRS private letter ruling gives heirs choices about annuities.
Registered Rep. January 15, 2013 Alan Lavine	Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide.
Financial Advisor February 2004 Dorothy Hinchcliff	To Buy Or Not To Buy? That's still a big question for clients when it comes to long-term care insurance.
Financial Planning August 1, 2010 Paul Menchaca	Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market.
Financial Advisor September 2012 Alan Lavine	The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life.
Registered Rep. December 4, 2012 Gallant & Schneider	Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.
Registered Rep. June 17, 2014 Alan Lavine	Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating.
Financial Advisor May 2012 Alan Lavine	Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
Financial Planning December 1, 2007 Ilana Polyak	Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet.
BusinessWeek May 8, 2006 Toddi Gutner	Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy.
Financial Advisor July 2005 David J. Drucker	The Secret World Of Impaired Risk Annuities Many financial advisors who either sell and/or advise on the purchase of risk management products are still unaware of certain product nuances. Specifically, most advisors are familiar with immediate fixed annuities, and yet may know little about impaired risk annuities.
Financial Advisor January 2009 Allen Hamm	Read Carefully Big improvements have come to long-term care insurance, but financial advisors need to be aware that some policies still contain unacceptable restrictions for accessing benefits.
Financial Advisor May 3, 2010	Frontline News News: CFP Board Posts Anonymous Case Histories... Rx Needed For Long-Term Health Care Companies... Plan Ahead To Cushion Medicare Surtax... Estate Planning? More Americans Say 'No Thanks'... Investors Seek More Advice... more...
Registered Rep. October 1, 2007	Serving Your Clients' Long-Term Interests You don't need a crystal ball to predict the increased need of long-term care, especially in one's later years.
Investment Advisor August 2009 Marlene Y. Satter	Side Effects Advisors might want to take a look at clients' term life insurance coverage.
Registered Rep. June 3, 2015 Megan Leonhardt	Compensation Survey 2015: How Advisors Stack Up Advisors whose business mix leans more toward fees make almost twice as much as those who still lean heavily toward commissions, according to data collected in WealthManagement.com's compensation survey.
Registered Rep. September 1, 2004 Jason Van Steenwyk	E & O and U Since 2001, advisors nationwide have been rocked with increases in professional liability insurance premiums.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.