New Products / Announcements

  • Nationwide Launches Pro-4 Income Rider ThroughIts NARIA VA
    Nationwide Launches Pro-4 Income Rider ThroughIts NARIA VA

    Targeting RIA and fee-based advisors, offering 100% equity exposure with downside protection

    Nationwide, one of the strongest, diversified, Fortune 100 insurance and financial services companies, now offers Nationwide Pro 4SMIncome Rider, a new fee-based Guaranteed Lifetime Withdrawal Benefit (GLWB), available only with Nationwide Advisory Retirement Income Annuity® (NARIA®), a variable annuity designed expressly for Registered Investment Advisors (RIAs) and fee-based financial professionals to align with their values…
    read more
  • Bestow to Acquire Centurion Life Insurance Company
    Bestow to Acquire Centurion Life Insurance Company

    To further its mission by becoming the first nationally licensed challenger carrier

    Bestow, the first entirely digital life insurance company, today announces it has entered into a definitive agreement to acquire, pending regulatory approval, Centurion Life Insurance Company (Centurion), an Iowa-based insurer with licensing in 47 states and the District of Columbia.
    read more
  • Manulife Investment Management Launches Five Smart Exchange-Traded Funds
    Manulife Investment Management Launches Five Smart Exchange-Traded Funds

    Providing investors with the opportunity to access the growing popularity of the ETF structure

    Manulife Investment Management announced five new Smart Exchange-Traded Funds (ETFs) have closed their initial offering of units and will begin trading on the Toronto Stock Exchange today. The three Canadian fixed income ETFs and two equity ETFs will provide investors with the opportunity to access the growing popularity of the ETF structure while taking advantage…
    read more
  • Schwab Announces Patent Pending Data Analytics Algorithm
    Schwab Announces Patent Pending Data Analytics Algorithm

    New approach to using data to improve client experience underscores Schwab’s rapid digital innovation

    Charles Schwab has developed a patent-pending algorithm designed to improve client experience and make investing more accessible. The algorithm was developed by a team of data scientists within Schwab’s Digital Services organization, which is responsible for leading the firm’s work to explore, develop and rapidly deploy innovations in digital technology that help deliver modern, easy-to-use…
    read more
  • FlexGuard Achieves Record-Setting $1B in Sales Less Than Six Months After Launch
    FlexGuard Achieves Record-Setting $1B in Sales Less Than Six Months After Launch

    Customers seeking asset protection and growth amid market uncertainty

    FlexGuard℠, Prudential Financial, Inc.’s (NYSE: PRU) first indexed variable annuity product, achieved $1 billion in sales less than six months after launch, making it the fastest-selling product of its kind ever, according to annuity sales data from the Secure Retirement Institute.
    read more
  • AmeriLife Acquires American Benefits Exchange
    AmeriLife Acquires American Benefits Exchange

    Partnership will greatly expand their distribution capabilities

    AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, announced today it has acquired American Benefits Exchange, based in Austin, Texas.
    read more
  • New Products From Lincoln Financial Provide Greater Protection For Loved Ones And Retirement
    New Products From Lincoln Financial Provide Greater Protection For Loved Ones And Retirement

    Indexed Universal Life policies include new indexed accounts for cash value growth potential and market volatility protection; latest life insurance rider helps with long-term care expenses

    In a time when nearly half of consumers surveyed say they would be more likely to purchase life insurance if the benefits could be used while they’re alive1, Lincoln Financial Group is introducing new life insurance products that focus on the ‘living benefits’ for needs such as retirement income and long-term care in addition to…
    read more
  • John Hancock Introduces New Retirement Planner Tool
    John Hancock Introduces New Retirement Planner Tool

    Which projects more personalized retirement outcomes for participants

    As part of its enhancements to the online and digital experience for participants, John Hancock Retirement has recently introduced a new digital tool for individuals in its retirement plans to help them easily project their own retirement readiness and model the impact of taking different steps to improve it.
    read more
  • Banker’s Life Introduces ‘Retire Up’
    Banker’s Life Introduces ‘Retire Up’

    A new software to provide customers an interactive retirement income planning experience

    Bankers Life, a national life and health insurance brand focused on the insurance and investment needs of Americans near or in retirement, announced today a new software tool that provides consumers efficient, more personalized assistance with retirement income planning.
    read more
  • Voya Financial Advisors Enhance Digital Experience to Improve Retirement Outcomes
    Voya Financial Advisors Enhance Digital Experience to Improve Retirement Outcomes

    Individuals rate retail advisors as the second most preferred source for products, services or solutions related to financial wellness

    oya Financial, Inc. (NYSE: VOYA), announced today new enhancements that the company’s retail wealth management firm, Voya Financial Advisors, Inc. (VFA) is making to both its financial professional and client-facing platforms.
    read more
  • CI Financial Acquires NY RIA Roosevelt Investments
    CI Financial Acquires NY RIA Roosevelt Investments

    Agreement, valued at $2.7 billion, strengthens its imprint in the high-net-worth market

    CI Financial Corp. (“CI”) (TSX: CIX) and The Roosevelt Investment Group, Inc. (“Roosevelt”) today announced an agreement under which CI will acquire 100% of Roosevelt, a New York-based registered investment advisor that specializes in providing financial planning and wealth management services to high-net-worth families in the greater New York area.
    read more
  • Advisor Group and Royal Alliance Announce Recruitment of Pacific Capital Resource Group
    Advisor Group and Royal Alliance Announce Recruitment of Pacific Capital Resource Group

    Adds 40 advisors and $975 million in AUM

    Advisor Group, the nation's largest network of independent wealth management firms, and network member firm Royal Alliance Associates, today announced the successful recruitment of Pacific Capital Resource Group (PCRG), a Super-OSJ group supervising 40 financial professionals who collectively oversee $975 million in client assets. In addition to Royal Alliance, Advisor Group's network of firms includes…
    read more
  • New Diversity Scholarship Program for CFP Certification
    New Diversity Scholarship Program for CFP Certification

    Announced by the College for Financial Planning - a Kaplan Company

    Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that the College for Financial Planning® – a Kaplan Company – is offering a Diversity Scholarship Program for candidates hoping to earn their CFP® Certification.
    read more