Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Fixed Annuity Sales Drop 51.9% in Year, IRI/Morningstar/Beacon Report Shows
By Joyce HansonFixed annuity sales plummeted 51.9% in the first quarter of 2010 compared to a year ago, the IRI said in its first-ever quarterly annuity sales report, released Tuesday, May 18, with data provided by Morningstar Inc. and Beacon Research.
May 17, 2010
Jackson National Life Adds to Robust Insurance Earnings SeasonOn the heels of strong results reported by Principal, Genworth and The Hartford, Jackson National Life Insurance Co. announced Monday, May 17, that it...
May 17, 2010
Fidelity Poll Shows Advisors Shifting from Firm Cuts to Growth in 2010By Joyce Hanson Despite continuing market uncertainty, 86% of brokers and advisors polled at Fidelity Investments' executive forum in April said they are focused on firm...
May 13, 2010
New Faith-Based Funds Aim to Increase Sales in Non-Profit SectorBoomers looking for investments that reflect their beliefs can take advantage of three new fund families offered by The Hartford. The company recently announced it...
May 13, 2010
America's Moment of ClarityOne of the greatest examples of the farce that is socialist economic theory was France under the latest reign of its Parti Socialiste (no translation...
May 13, 2010
Blue Vault Report: Non-Traded REITs Market Sees 12 New Offerings in 2009A record number of non-traded real estate investment trusts were launched in 2009, adding 12 new REITs to the universe of 36, independent research firm Blue Vault Partners announced this week.
May 13, 2010
Indexed Universal Life for the Small Biz MarketSmall business owners looking to offer a complete indexed universal life (IUL) portfolio in their qualified plans now have access to these products through two members of National Life Group.
May 13, 2010
Retirement Plan Advisor, August 2009: Stable Value as QDIA Up for Debate AgainNow that the retirement finance dialogue has once again shifted to the need for Americans to put their money into secure investment vehicles, stable value funds are on the menu.