Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Can This Annuity Rider Help Your Client Through Rough Markets?
By Robert Bloink | William H. ByrnesA GLWB allows clients to remain invested in the market while locking in a guaranteed retirement income stream.
June 08, 2022
Incumbent Ricardo Lara Leads in California Insurance Commissioner PrimaryThe winner could play a major role in whether the U.S. moves toward a non-variable annuity sales standard.
June 07, 2022
Older Baby Boomers Drive Uptick in 71-and-Up Life Application ActivityTrends in activity for the universal life policies clients might use in income planning were relatively strong.
June 06, 2022
Many 401(k) Participants Have No Idea How Cash Will Come OutSome defined contribution plan participants who have received distributions don't know whether they were annuitized benefits.
June 03, 2022
Life Insurers Aim to Close Race-Linked Wealth GapPrudential has started a new HBCU program. OneAmerica is building on an American College HBCU financial ed program.
June 03, 2022
Medicare Turns a ProfitBut program solvency is still a headache. That could be a pain in the neck for retirement and estate planners.
May 24, 2022
5 Worst States for Q1 COVID-19 Death TrendsFor advisors' individual clients, everything depends on life expectancy. The latest numbers are not good.
May 24, 2022
5 Low-Risk Ways to Invest Cash: Morningstar's BenzYield, guarantees and liquidity are the most important considerations for short-term investments, Christine Benz writes.