MetLife

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  MetLife Publishes Intergenerational Financial Planning Guide

  By Danielle Andrus, AdvisorOne  |  July 31, 2012

  MetLife Mature Market Institute has published tips to help consumers with intergenerational financial planning.

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  Top 10 Biggest U.S. Banks in 5 Key Reputation Categories

  By Michael S. Fischer  |  July 30, 2012

  Dix & Eaton, a communications consultancy, ranked the nation’s largest bank holding companies in each of the five critical categories, like ROI and image, that determine reputation.

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  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.

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  Top 10 Independent BDs by Annual Revenue

  By John Sullivan and Liana Roberts, AdvisorOne  |  June 20, 2012

  Investment Advisor magazine’s 2012 BD Reference Guide helps sort and rank IBDs in five major categories, with AdvisorOne here highlighting 10 by annual revenue.

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  How to Become a Retirement Advisor

  By Gil Weinreich, AdvisorOne  |  April 27, 2012

  Bill Kantner had the kind of problem most advisors only dream of: 90 prospects from the same company were ready to retire and he needed a way to support their needs. Zachary Parker of Securities America had a solution.

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  Looking for Long-Term Care Coverage? You Might Not Find It

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  April 5, 2012

  Major insurance carriers are abandoning long-term care coverage in record numbers. Several other options exist, but a smartly crafted annuity strategy may provide the solution while offering a substantial tax break.

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  Top 20 Companies for Annuity Sales

  By Marlene Y. Satter and Ron Pechtimaldjian, AdvisorOne  |  March 30, 2012

  Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.

• Lifecycle Products Grew 8% in Q4 to $842 Billion

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.

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  Recession-Wracked Boomers Seek Reverse Mortgages at Younger Age: MetLife

  By Joyce Hanson, AdvisorOne  |  March 15, 2012

  The number of cash-strapped Baby Boomers age 62 to 64 taking out reverse mortgages has tripled since 1999, sharply lowering the average age of potential borrowers, according to a study released Wednesday by the MetLife Mature Market Institute.

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  Lifecycle Funds Grew 8% in Q4 to $842B

  By Janet Levaux, AdvisorOne  |  March 8, 2012

  Assets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.