Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
A Blackstone Life Insurer Signs 10-Year Deal With NTT Data
By Allison BellEverlake Life has hired NTT Data Services to administer its annuities and life policies for 10 years.
January 29, 2022
How a 401(k) 'Bridge' Lets Annuity Haters Delay Social Security ClaimingResearchers looked at a way for 401(k) participants, hesitant to annuitize, to "buy a higher Social Security benefit."
January 28, 2022
10 Things That Scare Your Annuity Prospects NowInsurers, distributors and other organizations have looked in consumers' heads and found what worries them.
January 28, 2022
Low Rates Still Pushing Annuity Buyers Toward Variable ProductsThe Fed might be ready to raise interest rates, but annuity issuers aren't feeling it.
January 28, 2022
Insurers Using RILAs to Shift From Risky Guaranteed Living Benefits: CerulliAcross all annuity types, 85% of insurance executives believe that RILAs will be best poised for growth over the next three years, Cerulli says.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 27, 2022
3 Things Advisors Overlook When Reviewing Clients' Life Insurance PoliciesWhen working with a client or prospect, advisors must have current and complete information on their financial holdings.
January 27, 2022
11 Things to Do if Your 'Get Up & Go' Has Got Up & GoneSo the cold and darkness of January sapped your energy. What's an advisor to do?