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.
Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern
By John SullivanRespondents across all generational cohorts are increasingly distracted by technology.
April 16, 2013
What Advisors Don’t Know About Variable Annuities: GLIBsIn the third post of our series on variable annuities, we look at the choices policyholders need to make regarding the guaranteed lifetime income benefit.
April 11, 2013
94% of Pension Plans Underfunded: WilshireA low-interest-rate environment is wreaking havoc with corporate defined benefit plans.
April 08, 2013
TRAU to Launch Plan Sponsor UniversityAs the Department of Labor becomes more interested in how retirement plan sponsors run their plans, educating not just participants but the sponsors themselves becomes more important.
April 08, 2013
How to Spring Into the Retirement Plan SpaceWith a few key prospecting steps, advisors can position themselves for growth with corporate and individual clients
April 02, 2013
What Advisors Don’t Know About Variable Annuities: VA MechanicsTo understand how VAs differ and where they fit in a clients portfolio, first understand their common traits, like how a guaranteed withdrawal rate actually works.
March 29, 2013
Variable Annuity Sales Slide as Income Annuities Reach RecordOverall VA sales trended downward compared with 2011, but were relatively even with 2010 levels.
March 29, 2013
Best and Worst States for Savings AccountsSurprisingly, states with high unemployment and dire fiscal situations fared well.