Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.
NU Online News Service, Oct. 9, 10:23 a.m. – Columbus Life, a unit of Western & Southern Financial Group, Cincinnati, has introduced AccountMax, a single-premium deferred fixed annuity that pays an extra 2% in interest during the first contract year.
The AccountMax annuity offers a choice of guarantee periods ranging from three years to 10 years. Customers who choose the three-year period can buy an optional second three-year guarantee period at the end of the first guarantee period.
A Bankrate.com study highlights the financial pressures and varied attitudes influencing Americans' retirement contributions.
A study from Fidelity says millennial ownership of IRAs increased by 20% year over year.
Schwab report finds much bigger allocations to mutual funds and ETFs in advised accounts.
White Paper
Sponsored by Orion Advisor Services
Stand Out with Tax-Managed SMA Portfolios
Offering more sophisticated and personalized investment solutions can drive your firm’s growth.
Article
Sponsored by Cavanal Hill Funds
After The Boomers: Shifting Your Focus to New Generations and Gender
The generation that controls 80 percent of personal finances is set to retire; thus, you need to find ways to connect to new types of clients.
White Paper
Sponsored by LPL Financial
Build Your Business Like a Boss: Grow Your Practice Without Compromising on Service
Find out how your practice can grow and thrive without sacrificing the quality, personalized service your customers are accustomed to.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.
Sign In
Sign In
