Articles tagged "Jefferson National"
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Nationwide buys Jefferson National under purported DOL duress but 'good private equity' and good planning may rule the day
The big Columbus, Ohio national insurer can certainly use a fiduciary annuity -- if there is such a thing -- but ROI is impetus number one
September 30, 2016 at 7:25 PM
The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it
Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs
June 23, 2016 at 6:19 PM
As variable annuities face 'existential crisis,' LPL's Casady is latest to warn of end to commission-sold VAs in retirement plans
DOL's imminent final rule is prompting LPL and Commonwealth to consider nixing traditional VAs in qualified retirement plans
March 2, 2016 at 7:05 PM
Killing two birds with one stone, Schwab delves deeper into the variable annuity game
With interest rates low, consumers are desperate for safe income and Schwab needs a way to generate revenues to replace lost money market fees
March 18, 2013 at 5:40 PM
How Glenn Neasham lost his house, was forced to go on food stamps and faces jail time after selling a senior an indexed annuity
The case of this Lake County, Calif. insurance agent gives pause to advisors and agents dealing with seniors -- and indexed annuities
April 4, 2012 at 4:36 AM
Is Hartford Financial's market exit a death knell for the annuity crowd or just more Hartford haplessness?
SunAmerica, John Hancock and Hartford are all in retreat mode but trade groups say aggregated industry sales are still solid
March 29, 2012 at 5:32 AM
What ex-E*TRADE CEO Mitchell Caplan says emboldened him to lead an $83 million management coup of Jefferson National
By pouring in capital from a former Goldman Sachs leader and others into a bigger sales effort, Caplan believes sales of annuities through RIAs are set to explode
January 17, 2012 at 8:26 PM
Jefferson National passes the $1 billion mark selling annuities to the advisors who 'hate' them most
The insurer's pared down, flat-fee product garners praise through gritted RIA teeth
December 7, 2011 at 4:10 PM
An inside look at why LPL Financial is leading the charge with fee-based variable annuities
Sun Life and Harbor Lights Financial among those reporting the program's early success
February 18, 2011 at 6:17 AM
With tax deferral at a rising premium, DFA forms a deal with an annuity company focused on RIAs
Jefferson National calls the deal with Dimensional Fund Advisors a 'home run'
September 13, 2010 at 4:42 AM
Study: Variable annuity providers show some gains in tackling RIA market
Cogent Research shows that RIAs gave VAs a chance in 2008 but the romance may be short-lived
