Spending in Retirement
How TIPS and Index Funds Beat the 4% Rule
By John ManganaroA new income research paper has gotten the attention of the likes of Wade Pfau and David Blanchett.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.
October 07, 2025
3 Ways a Life and Annuity Advisor Can Produce Like a SuperheroWhen in doubt, start with a story about an individual in a cape.
October 06, 2025
5 Things to Know About Long-Term Care Risk and Wealth TransferHome care bills and nursing home bills are major threats to your clients' assets.
October 06, 2025
3 Ways Fraternals Tend to Be a Little DifferentHave clients who want a sense of belonging? Some insurers have an answer.
October 06, 2025
Life Settlements: Who Represents Your Side?Market veterans explain who does what, and for whom.
September 30, 2025
Medicare Annual Enrollment Period: What's ChangingSome seemingly minor tweaks could make clients' lives different.
September 29, 2025
The Hidden Challenge of Incomplete Annuity DataYou should not have to be an electronic archaeologist to figure out the status of a rider.
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