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.
A Different Approach to Recruiting: Lincoln Financial Network
By Emily ZulzWere not going to go out and just recruit for purposes of recruiting, says Chris Flint, head of Advisor & Acquisition Strategies.
February 12, 2015
The 3 retirement income strategies every advisor must learnThe need for comprehensive retirement income planning services increases every day, as more and more people near retirement.
February 12, 2015
The 3 retirement income strategies every advisor must learnThe need for comprehensive retirement income planning services increases every day, as more and more people near retirement.
February 12, 2015
Deferred Income Annuities’ Flex Pay Appeals to Younger InvestorsDIAs can provide protection against longevity risk through guaranteed income products that have previously been unattractive to the younger client.
February 11, 2015
3 States That Shuttered Pension Plans and Paid for It: NIRSA National Institute on Retirement Security analysis shows that switching from pensions to DC plans might not fix underfunding problems.
February 10, 2015
Top 20 Countries for Retirement Security: 2015The U.S. keeps its spot near the bottom of the Natixis rankings for the third year running.
February 10, 2015
Top 1% of 401(k) Plans Hold Bulk of AssetsThe top 1% of plans hold 71% of all assets, Judy Diamond research shows.
February 09, 2015
We’re Living Longer — Get Ready to Pay for ItERISA attorney Marcia Wagner says increased life expectancy raises financial risks for retiring clients and requires careful planning.