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.
Retirement Safety Net Combines Variable and Deferred Income Annuities
Clients can reap the benefits—at a better price point—of market participation and income guarantees by combining a variable annuity with a deferred income annuity.
15 of the Weirdest & Craziest Cases in Health Insurance Fraud
Take a look at some of the costliest, creepiest and even dangerous to the public health insurance fraud cases.
Surviving Breast Cancer: 3 Ways to Reorganize Your Finances
The burden of the extra costs that cancer survivors face after treatment can be mitigated by a financial advisor.
Top Portfolio Products: Ivy, ProShares & TIAA-CREF Launch Funds
Fund shops zoom in on mid-cap, managed futures, emerging-markets debt and lifecyle strategies.
Why Insurance Industry Is Crucial for Americans: Dennis Glass
Speaking at IRI conference, Lincoln Financial Distributors’ CEO says the retirement readiness gap provides a big opportunity for the industry.