Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Keep clients wary of retirement portfolio rules-of-thumb
By Ed McCarthy, CFP, RICPThe 100-minus-your-age rule overlooks multiple factors. Be careful to avoid the traps.
March 02, 2015
Connecting with Generation X: Your new annuities sales targetWhats missing too often from the headlines is the opportunity to assist that seemingly overlooked group, Generation X, with retirement preparedness.
March 02, 2015
Top stories: Week of March 2, 2015Learn how clients can crush their life insurance medical exam, the changes that are ahead for Medicare Advantage and the 12 coolest company benefits out there.
March 01, 2015
3 things a blog can do for youStill not blogging? Youre missing out on a very effective marketing tool. Here are 3 ways a blog helps you.
March 01, 2015
This is where the most likely annuity buyers liveThere are more than 2.7 million households in the U.S. primed for an annuity purchase.
March 01, 2015
How to aggregate IRAsPlanning for large balance IRAs offers the possibility of using the after-tax distribution payouts as annual premiums for life insurance or LTCI policies.
March 01, 2015
The psychology of retirement income planningJust because you love building a particular type of income plan doesnt mean its best for the client.
March 01, 2015
The promise of longevity annuitiesShould retirees insure against longevity risk and accept the trade-offs that go with that approach?