Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
U.S. Mortality 6.9% Higher Than Pre-Pandemic Average
By Allison BellThe percentage of deaths caused by COVID-19 and similar illnesses is still far above the epidemic threshold.
February 02, 2023
The 12 States Where Death Rates Climbed in DecemberSo much for morality returning to normal.
January 31, 2023
The Big Reasons IRAs Might See Outflows in 2023The retirement planning industry has reached an inflection point, says Brian Severin of Mutual of America.
January 30, 2023
Whose Life Expectancy Views Drive Annuity Sales?Economists found that their estimates correlated more with contract ownership than consumers' ideas did.
January 26, 2023
Life Settlements Plus Orphaned Policyholders: A Win-WinSome clients may have no practical way to know what their coverage is, or is not, worth.
January 26, 2023
Some Life Insurance Producers Might Need Planners: SurveyAgent and producer enthusiasm for planning tools is soft.
January 17, 2023
7 Ways You Bring Peace of Mind to Your ClientsWhat you offer is more than what shows up in the annual statement.
January 13, 2023
Secure 2.0 May Stabilize the Long-Term Care Toolbox: Howard SharfmanThe veteran wealth planner thinks Section 334 will give the insurers still in the LTCI market a reason to stay.