Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Retirement Planning > Spending in Retirement > Income Planning

Announcing Income Planning, Our Newest E-Newsletter

Your article was successfully shared with the contacts you provided.

Announcing Income Planning, Our Newest E-Newsletter

Just as tidal waves start with small and subterranean inklings of what they are going to grow into, so it is with market changes in insurance and financial services.

Smart advisors and companies know that being able to identify what these changes are and then starting to act on them before everyone else does is a competitive advantage. In the parlance of everyday, its called being ahead of the curve and most successful people would agree that thats the place you want to be.

For a while now we here at National Underwriter Life & Health have been bringing you stories that have the same kinds of indications that a tidal wave has as it is starting. Centered around a concept called income planning or income distribution planning, we believe its the next big thing.

Toward that end, we are launching a spanking new monthly e-newsletter called Income Planning for advisors and companies who know a cutting edge when they see it.

Under the leadership of Linda Koco, managing editor of e-publications for National Underwriter Life & Health, this newsletter joins its siblings, LTC e-Wire and Registered e-Report, in bringing readers a rich lode of information and advice that they wont find anywhere else.

The new e-letter, Income Planning, will showcase Smart Strategies For Retirement Income Specialists. While there may not be crowds of retirement income specialists at present, there will be. The primary reason for this is the inexorable aging of the baby boomer generation and its need to provide funding for a retirement that could last 30 years or more.

While boomers have been successful in varying degrees in accumulating money for retirement, the vast majority of them are at sea when it comes to taking the money out of their retirement vehicles such as IRAs and 401(k)s. The laws are thorny and complex and in some cases, wrong moves can be very costly indeed.

And this is where the income planning advisor comes in. This is a new specialty that is just starting to rear its head. It demands a drilling down into tax and other issues that an advisor steeped in accumulation techniques and expertise may find is the equivalent of an unexplored continent.

Our e-newsletter will provide the kind of close-to-the-ground information that advisors and companies will find particularly valuable in their own efforts to break new ground in their practices.

Launching this newsletter has been a special passion of Linda Kocos. As our readers know from her articles, Lindas preferred position is reporting from the very forefront of new market trends. (I sometimes think that in a previous lifetime she must have been one of those figures on the prow of a sailing shipso much does she like being out front.)

Her passion is our readers benefit. Its proven by the testimonials she has received for heading up the LTC e-Wire and the Registered e-Report. Readers have been constantly delighted by the quality and breadth of the articles in both of these publications and I have no doubt they will have the same reaction to Income Planning.

Subscribing to any of our e-letters is free. All you need to do is go to, click on the Online Communities icon at the top of the page, then scroll down to the e-letter you would like to subscribe to, click and register.

Since well be launching the Income Planning e-letter this week, register now so you can begin receiving it from the first issue. This is one wave you dont want to catch you unaware.

Steve Piontek


Reproduced from National Underwriter Edition, August 19, 2004. Copyright 2004 by The National Underwriter Company in the serial publication. All rights reserved.Copyright in this article as an independent work may be held by the author.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.