On Retirement Income, Macchia Says, Build a Floor, Then 'Expose to the Upside'
David Macchia reports that the systematic withdrawal approach to retirement income has fallen out of favor with advisors.
Solutions for the New Retirement Reality
In the wake of the market meltdown that devastated many a retiree or near-retiree's portfolio, what is the role of the advisor? In a two-day...
James Dew's business is booming these days. He's seeing a rush of new business from pre-retirees and retirees who are disillusioned with their current advisor...
David Macchia Interviews New York Life's Chris Blunt
Macchia: It's difficult to find positives in the economic meltdown. In terms of retirement income planning, however, I'm wondering if there may be one long-term...
David Macchia Interview: Tom James
David Macchia: The events that have played out in the economy in recent months have been remarkable. I know you've witnessed a great deal in...
The New Retirement Advisor
There's been a lot of talk about retirement income distribution planning over the last couple of years. Now for the action -- early stage industry...
A Conversation with David Salisbury of the Employee Benefit Research Institute
One of the most enjoyable and enlightening conversations I've ever experienced was with Dallas Salisbury, president & CEO of Washington-based Employee Benefit Research Institute. For...
A Conversation with Bob Kerzner
Bob Kerzner is a passionate advocate for the life insurance industry. Since 2004 he has been the President & CEO of LIMRA International, a world-wide...
Q&A with Keith Styrcula
Last year structured products sales in the U.S. increased to $117 Billion. And while most sales of structured products have occurred in the institutional and...
A Dialogue with Ibbotson's Peng Chen
David Macchia: Let me begin with a question that's a bit more personal in nature. Many people know you by reputation in our industry. You...