Make the DOL Fiduciary Headlines Work for Your Retirement Practice
Advisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Annuitizing the Inheritance: Tips and Tricks to Get It Right
Many clients wish to protect heirs by providing structure to the way assets are inherited. One commonly used tool can provide the solution: the annuity.
11 Reasons Why Putting Brokerage Clients’ Interests First Is a Bad Idea
The reasons raised by the brokerage industry against DOL’s fiduciary proposal are good, but out of the goodness of my heart, I offer some more.
White House Is Not Fond of Hidden Retirement Fees
The Obama administration says "conflicted investment advice" costs Americans $17 billion a year. Let's look at their math.
QLACs Change the Game in Social Security Timing
Insurance carriers have begun to offer qualified longevity annuity contracts, which can reshape a client’s entire retirement income planning strategy.
Deferred Income Annuities’ Flex Pay Appeals to Younger Investors
DIAs can provide protection against longevity risk through guaranteed income products that have previously been unattractive to the younger client.
Broker Movement May Well Have a Banner Year in 2015
Recruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
5 Hot Retirement Planning Topics for 2015
QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
Overcoming Sequence of Return Risk in Retirement Income
This often overlooked risk can often be diminished by adding annuities into the retirement income planning strategy.