Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Want To Improve Annuity Designs? Collaborate
By Tim PfeiferFor 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.
September 18, 2009
Retirement Income Is Key: SurveyPre-retirees are focusing on having an income that can maintain their standard of living in retirement.
September 17, 2009
Alliances: LTC Financial, GuardianLTC Financial Partners L.L.C. has arranged to market long term care educational services and discounted LTC policies to the 7.2 million members of USAA.
September 17, 2009
CRC Program AccreditedThe International Foundation for Retirement Education says its Certified Retirement Counselor certification has met National Commission of Certifying Agencies accreditation standards.
September 17, 2009
CRC Program AccreditedThe International Foundation for Retirement Education says its Certified Retirement Counselor certification has met National Commission of Certifying Agencies accreditation standards.
September 17, 2009
Assessing the 529 College Plan Market: Retirement Plan Advisor, September 2009As Congress and Treasury zero in on 529 plans advisor interest is expected to grow.
September 16, 2009
Five Questions for the Top Retirement Income AdvisorA conversation with John Ohmer, CFP, founder of YBR Financial Advisors in San Francisco and affiliated with LPL Financial, about his practice.
September 16, 2009
What's New in Retirement Income SoftwareA chat with John Olsen, CLU, ChFC, AEP, of Olsen Financial Group in Kirkwood, Missouri, about how trends in behavioral finance and financial planning are affecting software and how advisors can best take advantage of these developments.