Articles tagged "Laurence Greenberg"


Bing Waldert: This is almost an existential crisis for variable annuities.

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

Wednesday 3.2.16
Glenn Neasham: I didn't do anything wrong.

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

Wednesday 4.4.12
Anthony Ferreira: The second- and third-tier firms might have problems.

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

Thursday 3.29.12
Mitchell Caplan: That's what happened with E*Trade and it validates us and lets us know we're doing the right thing.

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

Tuesday 1.17.12
Patrick Gingras: In most cases we'd prefer not to be in an annuity, period. But you've got to work with the hand you've been dealt.

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

Wednesday 12.7.11
Jefferson National's Laurence Greenberg: It’s something that we’ve wanted to do for a long time

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'

Monday 9.13.10

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