Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Annuity Wars Highlight Rift Between Factions
By Jane Wollman RusoffAre annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.
November 30, 2015
Why Income and Patience Matter to Advisors — and ClientsFrom the products sold to the technology used to the clients served, advisors today are working in a much different environment.
November 30, 2015
When Surrender Leads to SuccessA recent court decision found the owner of a PPLI policy retained sufficient control over the assets in the account to be treated as the owner for federal income tax purposes.
November 30, 2015
Vertical Management Systems Partners With Envestnet | Retirement SolutionsThey will offer end-to-end retirement recordkeeping services to advisors through ERS integrated retirement model.
November 30, 2015
Advisor Comp Grids Encourage Conflicted Advice, Consumer Advocates SayFinancial firms want to kill the DOL's fiduciary plan in order to preserve their toxic and perverse compensation practices, the Consumer Federation of America says.
November 25, 2015
Optional Death Benefits Broaden Investment-Only VAs' SurgeUnlike sales of most other variable annuities, IOVAs are gaining steam, and some have optional death benefits.
November 25, 2015
$30K in Student Loan Debt Could Mean $325K Less in RetirementThe under-35 age group has more than tripled its education debt since 1989, LIMRA says; pre-retirees and retirees also hold significantly more education debt today.
November 24, 2015
18 Funny Jokes for a Work Holiday PartyIf your phone dies, you might have to talk to people... Then what?