Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Clients' Universal Life Policies Might Contain a Retirement Planning Boost
By Allison BellMilliman found that about half of new traditional individual universal life policies sold come with long-term care riders.
June 29, 2022
5 Factors Shaping Life and Annuity Providers' Q2 PerformanceInsurers protecting your clients faced a storm of lemons. Some made lemonade. Some might have concussions.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
June 16, 2022
Can This Annuity Rider Help Your Client Through Rough Markets?A GLWB allows clients to remain invested in the market while locking in a guaranteed retirement income stream.
June 16, 2022
Clients Rush to Buy Variable Universal Life InsuranceThe number of new term life policies sold fell, year over year.
June 10, 2022
Life Insurance Has an Inclusivity ProblemAn insurtech executive analyzes the LGBTQ+ community market data.
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.