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.
Advisors Not Up to Date on Annuities
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniMitch Politzer, senior VP of Lincoln, Nebraska-based Ameritas Advisor Services (a unit of Ameritas Life Insurance Corp., New York), had a hunch that financial advisors might not be as prepared as they should be to lead Americans toward a secure retirement. He therefore teamed up with Chicago-based market research firm...
June 25, 2008
Insurer Offers Income Planning KitAn arm of Sun Life Financial Inc. has come out with a new collection of information for retirement planning advisors.The Wellesley Hills, Mass.-based U.S. division ...
June 25, 2008
Insurer Offers Income Planning KitAn arm of Sun Life Financial Inc. has come out with a new collection of information for retirement planning advisors.The Wellesley Hills, Mass.-based U.S. division ...
June 24, 2008
Boomer trends10 million - Number of baby boomers who will own a second home by 2010.* 82% - Percentage of boomers who use the Internet...
June 24, 2008
Oh, the humanityMore bad news from the Wall Street Journal this week. Home-price declines continued to get steeper in April, according to the S&P/Case-Shiller indexes and the...
June 24, 2008
Speculators -- Victims or vultures?Both presidential candidates would have you believe speculators are an evil, sub-human form of life coming to eat your children. The facts, regardless of the...