Articles tagged "Jefferson National"


HeadlinePublish date

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 — 7:25 PM UTC

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 — 6:19 PM UTC

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 — 7:05 PM UTC

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 — 5:40 PM UTC

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 — 4:36 AM UTC

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 — 5:32 AM UTC

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 — 8:26 PM UTC

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 — 4:10 PM UTC

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 — 6:17 AM UTC

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 — 4:42 AM UTC