insurance products

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  SEC Redefines Insurance Suitability Qualifiers for Certain Products

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  January 7, 2012

  The SEC recently redefined the accredited investor standard that is used to determine whether insureds are permitted to purchase exotic insurance products.

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  Stark Advice on Risk Avoidance From Leading Academic

  By Gil Weinreich, AdvisorOne  |  December 29, 2011

  Zvi Bodie has long been a lone wolf in the financial services industry. The Boston University finance professor and veteran risk avoidance advocate, has himself risked being pelted with eggs, or worse.

• The Decline of Insurance-Owned Broker-Dealers

  By Jonathan Henschen  |  November 1, 2011

  From 1990 up until a few years ago, insurance companies dominated broker-dealer acquisitions in order to gain greater control over insurance product distribution.

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  Longevity Insurance: An Answer to Your Clients’ Biggest Worry?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  October 29, 2011

  Are your clients concerned about spending down their retirement assets too early and spending the last years of their lives destitute? Enter longevity insurance.

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  DOL to Repropose Fiduciary Rule

  By Melanie Waddell, AdvisorOne  |  September 19, 2011

  Bowing to pressure from members of Congress, industry groups, and the public, the Department of Labor’s EBSA said on Monday that it would repropose its controversial rule amending the definition of fiduciary under ERISA.

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  Top 10 Financial Scams: Products and Practices

  By Melanie Waddell, AdvisorOne  |  September 1, 2011

  Advisors and investors beware: Economic uncertainty and volatile stock markets breed con artists itching to trap the unwary or merely desperate.

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  Top 5 Factors for Allocating Retirement Portfolios

  By Danielle Andrus, AdvisorOne  |  August 1, 2011

  Five factors are largely responsible for building retirement plans that are able to address the myriad risks investors face, a report released Monday by the Insured Retirement Institute found.

• Insurance Update: House of Good Repute

  By Marlene Y. Satter, AdvisorOne  |  March 1, 2010

  Suppose you have a client who owns a small chain of elegant cafes, known for using the best ingredients, organic foods, and artisan breads. The...