Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The Annuity Sales Case of Glenn Neasham
By Bill CoffinGlenn Neasham was convicted on the preconceived suspicions of the public. On appeal, the conviction was overturned.
April 25, 2012
The Right FitWas the annuity Glenn Neasham sold the right one for his client, the right one for himself, neither or both?
April 25, 2012
How a Life/LTC Combo Could Save Your Client's RetirementWith a life insurance/long-term care insurance hybrid, your client will have LTC coverage should he need it and a death benefit if he doesn't.
April 25, 2012
How a Life/LTC Combo Could Save Your Client's RetirementWith a life insurance/long-term care insurance hybrid, your client will have LTC coverage should he need it and a death benefit if he doesn't.
April 24, 2012
Still Trying to Get the Word OutWe talked with The Hartford a bit ago about its Hartford Lifetime Income (HLI) fixed annuity, which is available only through 401(k) plans.
April 24, 2012
Longevity and a Long-Term Health Event: The X Factors in RetirementPlanning for the need for long-term care should be a consideration in any plan for dealing with longevity risk.
April 24, 2012
Targeting Younger Baby Boomers: The Future of Retirement PlanningForget the three-legged stool of retirement: Younger boomer clients need a scaffold-like approach to retirement income.
April 24, 2012
Free J.P. Morgan Retirement Guide Helps Advisors Talk to ClientsThe J.P. Morgan Funds Guide to Retirement provides talking points for advisors in chart or graph format as they discuss issues with clients