Life Insurance as a Retirement Asset
The author says selling a policy is one way to help clients cope with income volatility.
Big Names Back Big-Data Bet on Heavy-Duty Retirement Calculator
Managers are thinking about adding annuities to the platform.
3 Communication Secrets From the 'Bucket Plan' Man
Jason L. Smith has registered the phrase, but you can segment clients' risk, too.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
Baby Boomers Will Live Long but Might Not Prosper
The boomers made bobby socks big. Now, look what they're doing for income planning...
My Client Almost Paid a Boatload of Money in Taxes
One little decision about a parent's savings could lead to a huge financial hit.
5 New Things to Know About Living Too Long
A task force wonders how insurers should handle medical breakthrough risk.
9 Social Security Myths Worth Busting
Retirement advisor Michael Lonier discusses misconceptions about Social Security and flawed thinking on the best time to take benefits.
Annuities’ Alphabet Soup: Choosing the Best Option
Case studies demystify the merits of SPIAs, DIAs and GMWBs.
The 3 retirement income strategies every advisor must learn
The need for comprehensive retirement income planning services increases every day, as more and more people near retirement.