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The annuity Yoda sees an industry that could be more thoughtful

The annuity Yoda sees an industry that could be more thoughtful
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United statesTamiko tolandNew york based tolandAnnuity market newsStrategic insightStar warsEmpire strikes back

Insurance industry really doesn t like proposed DOL fiduciary rule

The Biden administration has singled out annuities in the proposed DOL fiduciary rule, and stakes are high for independent insurance agents.

United statesTamiko tolandBonnie treichelFred reishJoe bidenRetirement instituteDepartment of laborAmerican council of life insurersOffice of managementPresident joe bidenInsured retirement instituteAmerican councilLife insurersEndeavor retirement

Retirement Industry People Moves

Toland leaves TIAA to start annuity consultancy; Bryn Mawr Trust selects director of private wealth management; and First Eagle Investments announces new high-yield municipal credit team.

Tamiko tolandMehdi mahmudJohn millerArthur bacciJamie hopkinsFinancial corpFinancial exchanges ltdToland consultingMunicipal credit teamCarson groupBryn mawr trust appoints hopkinsBryn mawrThought leader toland leavesStart annuitySocial securityMawr trust appoints hopkins

PSNC 2023: Addressing In-Plan Annuity Reluctance

Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.

United statesTamiko tolandDeana calvelliJeff cullenJohn doyleNational conferenceCreative planning retirement servicesCapital groupSocial securityCreative planning retirementStrategic retirement partners

NAFA Elects 2023 Board of Directors

NAFA Elects 2023 Board of Directors
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United statesEmily cramerRyan lexJeff barnesHeather kaneJason krohnkeMike tripsesMatt johnsonDan ackerMike morroneMark williamsWes gilbreathPaul kruthJay brownBrendon kellyTamiko toland