Long-Term Care Insurance Sales Shifting from Standalone to Hybrid Policies
The standalone long-term care insurance market is suffering, and according to the Society of Actuaries, individual policy sales have been declining since 2003.
Retiring Abroad: Is Paradise Losing Its Luster?
Most retirees who dream of moving abroad seek a simpler, less expensive place to spend their later years. But new tax laws are complicating matters.
Longevity Annuities Get New Life From Treasury’s Blessing
The new rules could do for deferred annuities what the Pension Protection Act of 2006 did for TDFs.
6 Questions for Sen. Hatch on Retirement and the Election
In an interview, Sen. Orrin Hatch, on deck to head the Senate Finance Committee, talks about the prospects of his SAFE Retirement Act and more.
3 Takeaways for Investors From Taiwan-China Tension
The pro-democracy Umbrella Movement in Hong Kong has sounded alarm bells in Taiwan. How do investors view Taiwan and its relationship with China?
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
Get Ready for Clients Who Keep Living
Four scenarios for longevity and financial advice.
4 More Annuity Answers Investors Need to Know
NAFA has released a paper that helps advisors answer clients' most important annuity questions.
Have the CFP Board’s Recent Punishments Fit the Crimes?
First, do no harm. Was harm done in the cases of Ron Rhoades, “fee-only” wirehouse brokers and the Camardas?
5 Annuity Answers Every Investor Needs to Know
NAFA has released a paper that helps advisors answer five of the most important annuity questions.