The Assets: Insurance planning

Lincoln Financial Launches Annuity Products for RIAs

October 14, 2019No Comments

A new single premium immediate annuity and a deferred income annuity are both commission-free.

Game Over For Reps in Ohio National Trail Lawsuits? Not Yet, Lawyers Say

October 11, 2019No Comments

Broker-dealer reps suing over Ohio National have suffered a setback, but it’s not the end of their battle, their lawyers say.

Ohio National Trail Lawsuits: FA Class Action Dismissed But Broker-Dealer Litigation To Continue

October 4, 2019No Comments

Court decision is a big blow to reps but many legal battles are still ahead for Ohio National.

Why Even More Insurers are Pulling Out of New York

September 10, 2019No Comments

Lincoln Financial Group and Penn Mutual Life Insurance have suspended selling annuities and will do the same with insurance products in the next few months.

The Critical Component Most Client Portfolios are Missing

September 19, 2019No Comments

Learn more about the role life insurance with living benefits can play in your clients' retirement portfolios. This webcast is sponsored by Lincoln Financial Group.

NY Best-Interest Rule Causing Insurers to Stop Offering Annuities in the State

September 5, 2019No Comments

Jackson National Life Insurance has already suspended sales of fee-based annuities and other insurers may follow suit.

Family Drama Against UBS Plays Out in Texas Court

September 5, 20191 Comment(s)Last Comment: September 5, 2019

Father and daughter, both ex reps, filed separate but related claims against the wirehouse.

Why Nobody’s Happy With Ohio National v. NEXT Financial Judge Recommendation

August 28, 20191 Comment(s)Last Comment: August 28, 2019

Both parties have filed objections in variable annuity trailing commission lawsuit.

UBS Cites Texas Court Ruling in Trail Commission Fight Against Ohio National

August 22, 2019No Comments

A judge said contracts between Ohio National and a broker-dealer were “ambiguous.”

Ohio National Trail Lawsuits: Texas Judge Finds Contract “Ambiguous”

August 19, 20192 Comment(s)Last Comment: August 19, 2019

Both NEXT Financial and Ohio National were denied motions for partial summary judgments.