Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Workers Want Guaranteed Lifetime Income: Allianz Life's Matt Gray
By Allison BellHe hopes to help close the gap between what people have and what they'll need.
April 06, 2022
Insurance Administrator Acquires Key Long-Term Care Program ManagerLTCG administers about 1.6 million of the long-term care insurance policies still in force.
April 06, 2022
12 Most Dynamic Metro Areas in the U.S.Perhaps surprisingly, a retirement hotspot ranked No. 2 in this study measuring growth in employment, wages, GDP and entrepreneurship.
April 05, 2022
Early Death Cuts Smokers' Lifetime Medicare Claims: ResearchersThe analysis could give income planners ideas about how to predict some of clients' other post-retirement costs.
April 05, 2022
Medicare Keeps Bad Marketer Penalty Out of 2023 RulesInsurer groups expect the rules to create a good environment for 2023 Medicare plans.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.
April 04, 2022
Everything You Need to Know About Social Security's Retirement Earnings TestA thorough understanding of the test rules can enable advisors to tailor claiming strategies to their clients.