Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The Future of Marketing & Sales
By Mike WerlingAdvisors turn to e-media and new technology to reach their target audience.
September 28, 2009
Ask the expert: Can he sell his annuity?This article answers the question: The question was: My client is interested in selling his annuity but is unsure about the tax implications of such a transaction. Can you provide an overview?
September 28, 2009
Ask the expert: Can he sell his annuity?This article answers the question: The question was: My client is interested in selling his annuity but is unsure about the tax implications of such a transaction. Can you provide an overview?
September 25, 2009
Standard Does WebinarsAn insurer has started a series of Web events aimed at retirement plan advisors and other employee benefit plan consultants.
September 24, 2009
It ain't easy being greenWon't have to worry about planning for home renovations in retirement. In a nod to solidarity with the green movement, almost half of baby boomers...
September 24, 2009
Here we go againInvestors appear to be surprisingly optimistic considering the recent economic tailspin, something that should scare the hell out of all of us. According to a...
September 24, 2009
Fuzzy retirement mathSee if you agree with following numbers from last year's study from Aon Consulting and Georgia State University, as reported by the Associated Press: "Someone with...
September 21, 2009
Want To Improve Annuity Designs? CollaborateFor years, annuity products have been crafted following the classic give-and-take between an insurer's product experts and its internal and external sales and marketing leaders.