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Advisers are concerned that Ohio National's "scorched-earth policy" may lead other insurers to take a similar action.
To mature into a strong safety net, plans need to be able to deliver guaranteed lifetime income.
Broker-dealers are questioning Ohio National Financial Services' decision to terminate service agreements, and rest assured they will demand more commission protections in future contracts.
If other insurers also start to terminate VA trail commissions, brokers might opt to take upfront sales commissions instead and start churning their clients' annuities.
Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.
Supporters hope Senate will move similar legislation to increase chances in lame-duck session
Insurance executives back measure making it easier to add lifetime income features to workplace savings plans.
A product design that's more palatable to brokers and a bigger roster of familiar carriers have raised the product profile for brokers.
Fixed annuities are positioned for a record year, with fixed-rate deferred and indexed annuities driving the growth.
Policy effectively creates a dual approach for Merrill's 17,000-plus advisers.
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Individual Retirement Accounts (IRAs)
- Independent Broker Dealers