Jeff Brown: Retirement Researcher, Model & Mentor
Economist Jeffrey Brown has brought curiosity and imagination to difficult questions about annuities and retirement.
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
Bike Safety: Why Some Clients Might Need Additional Insurance
Yes, you read that correctly. Bicycles. If you or your clients are under the impression that an auto, renter's or homeowner's insurance policy is an adequate way to cover today's bikes—particularly the sleek and expensive models favored by serious enthusiasts—think again.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.
Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
Understanding the difference between linked and built-in living benefits can help ensure that clients have the tools to bridge their health care coverage gaps.
Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
Clients Moving to the City? Communal Living Comes With Complex Risks
Going (back) to city living after the kids leave the house can greatly improve quality of life but brings different risks than the suburbs.
Retiring Abroad: Saving Money, Finding Adventure
Authors Suzan Haskins and Dan Prescher say your clients can save hundreds of thousands of dollars in retirement by moving to a cheaper country.
Avoiding the Generation-Skipping Transfer Tax on Life Insurance Proceeds
The Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
How Merrill Navigates the Bizarro World of Retirement
One boomer will retire every six seconds over the next 20 years. At the RIIA conference, David Laster laid out Merrill's approach to helping them.