Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
More States Adopt Reg BI-Compatible Annuity Sales Standards
By Allison BellGeorgia, Illinois and Tennessee have joined 30 other states in adopting NAIC's annuity sales standard update.
March 02, 2023
Equitable Updates a RILA FamilyIn other annuity industry news, Jackson joined the Simon platform, and The Index Standard has added two analysis tools.
March 02, 2023
Orion Unveils Custom Indexing Tech for Advisors: Tech RoundupAlso, Orion's wealthtech survey shows tech spending to "remain strong and steady" in 2023 despite "macro-economic headwinds."
March 01, 2023
Why Your Digital Annuity Business Probably Isn't Really DigitalA chief marketing officer compares a digital business with a Digital business.
February 28, 2023
Another Way to Calculate How Much Clients Can Spend in RetirementMonte Carlo results are an important planning tool, but the way they are presented to clients can be misleading.
February 28, 2023
3 Annuity Rule Changes on IRI's New Wish ListMany IRI Blueprint provisions ended up in the Secure and Secure 2.0 acts. Now, there's more.
February 28, 2023
House Passes Notarization Bill by Voice VoteIRI says the measure could make it easier to complete retirement services transactions online.
February 24, 2023
12 States Where College Grads Are Drinking LessThe overall level of improvement might explain why your clients still face longevity risk despite the pandemic.