Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Reversionary Annuities Can Boost Retirement Income
By Staff WriterMany people facing retirement are not aware of an option which may dramatically increase income, not only to them but also to their surviving spouse.A ...
October 01, 2008
Can Annuity Laddering Solve the Retirement Income Puzzle?If you're like many advisors today, you may be searching for a new strategy that will help you solve the retirement income puzzle for your clients. The answer for many advisors and their clients could be a process called retirement annuity
October 01, 2008
Iowa Insurance Commissioner Susan Voss on Proposed Rule 151AIowa Insurance Commissioner Susan Voss discusses her meeting with SEC Chairman Christopher Cox and the measures Iowa and other states have taken to regulate the sales and marketing of index annuities without the assistance of the federal government.
October 01, 2008
How my fmo works for meTim Gelinas, CSA, has been a financial advisor for 10 years, 4 1/2 of those years have been as president of Senior Financial Planning in Atlanta. Tim concentrates on the senior market, offering his clients annuities, life insurance,
October 01, 2008
Family Matters: What Agents Need to Know About Retirement Planning and Family StructureFinancial services representatives are well versed in the challenges faced by baby boomers as they plan for retirement: rising health care costs, the erosion of traditional safety nets, and an uncertain economic environment are just a few potential
October 01, 2008
How Prepared Are You?A recent survey of registered investment advisors by Spectrem Group of Chicago for Ameritas Advisor Services found that although 63 percent of advisors expect retirement...
October 01, 2008
Five Questions for the Retirement AdvisorDavid Aigner, Morgan Stanley Global Wealth Management Group, Senior Vice President/Financial Advisor, Houston 1. What has hit you or your clients out of left field, and...
October 01, 2008
A Two-Way Retirement Transition PlanJames Zimbardi at Allgen Financial Services in Florida is part of a team that is recruiting established advisors from standalone shops as well as from...