Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Web Exclusive: Retirement Plan Reviews
By Staff WriterHave products that could fill holes in your clients' retirement plans? Mary Sanderson writes about how to find the cavities by providing annual retirement checkups.
February 03, 2010
ING: Downturn Weakens Educators' Retirement SecurityMany employees of U.S. institutions of higher learning are feeling nervous about their retirement finances.
February 03, 2010
Firms Ask Labor To Streamline Form SigningThe American Society of Pension Professionals & Actuaries has filed a petition with the U.S. Department of Labor on behalf of 797 firms that want the department to change electronic filing procedures.
February 02, 2010
Position Yourself For Success: Retirement Plan Review Best PracticesIn today's competitive marketplace, an effective retirement plan review offers one of the best ways to demonstrate your value-added expertise to clients, and to foster client loyalty and satisfaction.
February 01, 2010
Objection preemptionPreempting the objection is showing the consumer why the annuity fits their goals in spite of the negative aspects of buying the annuity.
February 01, 2010
Required Annuity Training Is A Good ThingA lot of laws have been passed recently that place more responsibility on agents who sell annuities.
February 01, 2010
Retirement NewsKathryn Capage, Strategic Planning Director for the Retirement & Tax Advantages Products Division for AIM Investments, recently detailed in a Center for Due Diligence (CFDD)...
February 01, 2010
The Effect of Dodd's RetirementOpinions vary as to what Senator Christopher Dodd's retirement, announced in January, will mean for financial services and healthcare reform. Knut Rostad, chairman of The...