Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Want a sale? Harness your client's anger
By Jack MarrionThis column is an excerpt from Jack Marrion's new book "Sell More Annuities: Change Buyer Behavior" Fear is a proven marketing technique that is also used successfully by annuity providers. Today, it'd go something like:
January 29, 2009
Retiring boomers say goodbye to advisorsThe Retirement Income Industry Association recently released new research that says as boomers retire they will limit the number of relationships they have with financial...
January 29, 2009
Insurer Adds Form 5500 AidsPrincipal Financial Group Inc. has come out with new tools to help benefit plan sponsors and their advisors handle new Form 5500 and retirement plan financial statement reporting rules.
January 29, 2009
Retirement advisors share four traitsMassMutual has published a follow-up to its white paper "The Successful Retirement Advisor" to help retirement advisors and plan sponsors identify key drivers of success. The paper, "The Successful Retirement Advisor Part II: Best
January 29, 2009
There's gold in them hillsA former California life insurance agent was arrested for allegedly stealing $100,000 from an 83-year-old client. He was charged with three felony counts, including theft, identity theft and theft from an elder. The agent allegedly forged the
January 28, 2009
Hartford Courts Advisors With 5500 IdeasA financial services company is offering producers tips on how to use 401(k) plan returns to help employers and find sales opportunities.
January 26, 2009
Tom CremonaTom Cremona has been appointed vice president of client relationship management at MassMutual's Retirement Services Division. He has been with the company for 15 years, most recently as northeast division sales manager.
January 26, 2009
Boomers search for trustworthy retirement advice; many will break from financial institutionsNot surprisingly, boomers maintain their course for retirement, but many say it's harder to find a trustworthy source of advice. A Charles Schwab pulse survey completed...