Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Making Sense of the NAIC Risk Oversight Landscape
By Sabrina WilsonHow regulators are managing life and annuity issuers' investments is changing.
April 13, 2023
Financial Pros Often Downplay Life Policy Investment Features: SurveyLIMRA and Ernst & Young found that agents and advisors focus mainly on the death benefits.
April 10, 2023
10 State-Level Annuity Bills to Track NowOne state bill would give residents the right to have a local insurance agent.
April 10, 2023
Research Points to a Better Way to Market AnnuitiesEmphasizing annuities' role in asset preservation may be a better sales pitch than current fear-based tactics.
April 10, 2023
Confessions of an Indexed Annuity PuristIt's time to admit there may be a better way to calculate interest on a policy.
April 06, 2023
New Final Medicare Marketing Rules Curb Event-Based MarketingThe new rules could help agents who serve people who just walk in.
April 06, 2023
How Biden's Veto of Anti-ESG Bill Could Affect Your Clients' RetirementThe battle over ESG investing regulations is far from over, and advisors need to pay attention.
April 05, 2023
New York Life Adds Fixed Annuity With Lifetime Withdrawal GuaranteeBuyers of the contract can get a guaranteed lifetime withdrawal benefit rider.