Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Securities America to Boost Web-Based Coaching on Retirement (Part 1)
By Jane Wollman RusoffEight hours of web-cast coaching should help Securities America's 1,900 independent advisors put five to 10 clients on the road to comfortable retirement income.
June 18, 2010
LIMRA Study: African Americans Value Life Insurance Protection More Than General PopulationBlacks twice as likely as other groups to consider purchasing life insurance for themselves or for someone else.
June 17, 2010
Advisors Not Educating Clients On Roth ConversionIt's well-reported now that January's much-anticipated rule changes for Roth IRAs didn't resonate with boomers. A recent survey found that advisors are doing little to...
June 17, 2010
Outliving Savings Is Fate Worse Than DeathWhat's more frightening than death? According to almost two thirds of boomers, it's outliving their savings. A recent survey by Allianz Life Insurance Company of...
June 17, 2010
The Federal Government's Little Blue PillMy head is swimming. I tuned to MSNBC for post-speech analysis of the President address Tuesday, only to hear Chris Mathews, Newsweek's Harold Fineman and...
June 17, 2010
Financial Crisis Improved Advisor-Client RelationshipTwo-thirds of advisors said that, despite everything else, the financial crisis ultimately had a positive effect on their practice, according to a recent survey. In...
June 16, 2010
Putnam Adds Lifetime Income Analysis Tool to Retirement OfferingsPutnam's enhanced tool directly addresses the crucial asset allocation element
June 16, 2010
IRI Announces High-Profile Board AppointmentsThe Insured Retirement Institute (IRI) announced Wednesday, June 16, that it has added five industry leaders to the ranks of its leadership Board of Directors.