Top Portfolio Products: Hartford Funds Launches Global Long/Short Fund
Meanwhile, Invesco introduces a fund focused on master limited partnerships.
Now Entering the Retirement Income Game: Universal Life
Insurers are adding guaranteed income withdrawal riders to their universal life policies. They can be good for clients, but understand the risks and likely premiums.
LTC’s Future Lies in New Crop of Hybrid Products
New asset-based long-term care insurance products can allow your clients to obtain affordable coverage on an almost risk-free basis.
The Benefits to Clients From the Deferred Income Annuity Sales Boom
Deferred income annuities are experiencing a sales growth spurt in the market, which has motivated insurance carriers to design products to meet individual clients’ needs.
The Not-So-Irrevocable Trust: Unlocking Trust Assets
There are many reasons a client might want to preserve an irrevocable trust, but after the fiscal cliff deal, there are equally strong reasons a client might prefer to terminate.
New Hire Roundup: Christian Brothers Appoints Four
This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.
A Package Deal: Planning for Long-Term Care With Income Security
A type of fixed annuity could provide the solution for clients who are looking to plan for long-term care and receive a guaranteed return on their investment.
Looking for Long-Term Care Coverage? You Might Not Find It
Major insurance carriers are abandoning long-term care coverage in record numbers. Several other options exist, but a smartly crafted annuity strategy may provide the solution while offering a substantial tax break.
The Confusing World of Contingent Annuities
If you’ve never heard of a 'contingent annuity,' you’re not alone.