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.
Sammons Annuity, IRA Use Asset Allocation Model to Simplify Fund Selection
By Danielle AndrusSammons Retirement Solutions held a Web seminar on Thursday discussing two new products launched in February.
September 10, 2012
ING Helps DC Advisors Rise Above Competition in New World of Fee DisclosureINGs new program offers practical guidance on how advisors can create a value proposition and a service commitment that address the needs of plan sponsors.
September 06, 2012
Permanent Life Insurance: A Smarter Investment Product?For those clients who have grown weary of the fluctuating market for stocks and bonds, the steady returns offered by so-called permanent life insurance policies may be the solution.
September 05, 2012
The Hartford Sells Retirement Plans Unit to MassMutual in $400 Million DealThe agreement marks the second of three planned business sales, says Chairman, President and CEO Liam McGee.
August 31, 2012
Parents Plan to Pay About Half of College CostsWhile parents are planning to pay for about half of their childrens college costs, less than a third are on track to meet that goal, Fidelity Investments sixth annual College Savings Indicator found.
August 31, 2012
Fiduciary Rule Backers Renew Critique of Oliver Wyman StudyProponents of a fiduciary standard for IRA advisors, including Barbara Roper of the Consumer Federation of America, are once again crying dirty pool over a widely reported study.
August 30, 2012
Don’t Pay for Your Kids’ College, Wealth Manager Urges BoomersWhile boomers may feel a sense of desire or obligation to pay for their childrens higher education, they do so at their own risk to their retirement, says Cathy Pareto, a wealth manager in Miami.
August 29, 2012
3 Common Retirement MistakesA quick check of a clients investment accounts isn't going to answer the question of whether or not they have the appropriate mix of assets.