Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Word of Mouth
By David PortTestimonials are a marketing weapon, even for securities-licensed advisors. Learn how to use them to maximum effect while still playing within the rules.
October 31, 2011
The Debt Fallout: How Social Security Went ‘Cash Negative’ Earlier Than Expected (Washington Post)Last year, as the recession raged on and unemployment rates held frighteningly steady, a struggling Social Security program went "cash negative" for the first time since the early 1980s.
October 31, 2011
The Debt Fallout: How Social Security Went ‘Cash Negative’ Earlier Than Expected (Washington Post)Last year, as the recession raged on and unemployment rates held frighteningly steady, a struggling Social Security program went "cash negative" for the first time since the early 1980s.
October 28, 2011
NAIC to Consider Initiative to Grow Financial Modeling SuiteNo determination has been made as of yet, but the NAIC no longer can rely on the rating agencies for structured security ratings, per Dodd- Frank, and suffers from a "lack of expertise to model these securities internally."
October 28, 2011
NAIC to Consider Initiative to Grow Financial Modeling SuiteNo determination has been made as of yet, but the NAIC no longer can rely on the rating agencies for structured security ratings, per Dodd- Frank, and suffers from a "lack of expertise to model these securities internally."
October 26, 2011
Security Benefit Teams Up with PershingThe EliteDesigns deferred variable annuity, to be distributed by Security Distributors, Inc., boasts 200 investment options for registered investment advisors and other fee-only advisors and their clients.
October 25, 2011
COLA is Much Ado About Nothing (MarketWatch)The first COLA increase in three years is good news -- but not as good as it looks at first glance.
October 21, 2011
Millennials See Social Security as Doomed, Aren’t Saving, EitherHalf of millennials do not believe Social Security will still exist when they are ready to retire, a survey released Wednesday by the iOMe Challenge and conducted by the St. Norbert College Strategic Research Institute found.