Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Annuity Sales Hit 3-Year High: IRI
By Sabrina BachaiCiting Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
September 08, 2014
New Hybrid Indexed Annuities Balance Market VolatilityInsurance carriers have developed a hybrid fixed indexed annuity with a built-in hedge that allows greater potential for participation in market gains.
September 05, 2014
Social Security Claiming Options: Don’t ‘Save the Date’Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
September 04, 2014
Frustrated States Push to Fill Small-Business Retirement GapSeventeen states are at some stage of legislating state-administered plans that hope to deliver retirement plan access to small employers.
September 03, 2014
3 Investments Retirees Should Avoid: Morningstar’s BenzMorningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
September 02, 2014
ERISA’s Midlife CrisisOn ERISA's 40th birthday, a growing chorus of voices say the landmark retirement income security law needs an overhaul.
September 01, 2014
Fixed Annuity Sales Rising in 2014, but Why Now?Since the equity markets have risen, VAs should be more appealing as a retirement income-planning product. So why are sales of fixed annuities up so sharply while VA sales have fallen?
August 29, 2014
In Retirement Savings, Young Women Catching Up to Men: MassMutualWomen, especially millennials, are responding more favorably to retirement education campaigns than men are, according to MassMutual Retirement Services.