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.
LTC Insurance Should Be A Key Piece Of An Income Plan
By Jim ConnollyThe importance of long term care insurance as a piece of an income plan was underscored during a recent presentation at a conference on longevity.Financial ...
February 01, 2008
Win Over Those RolloversOf the more than 200,000 practicing financial advisors it counts in the United States, less than 10% concentrate on the retirement plan marketplace, according to...
February 01, 2008
Big Years Ahead for Auto EnrollmentAsk David Wray, president of the Profit Sharing/401(k) Council of America, what the retirement landscape will look like in 2008, and he's quick to point...
February 01, 2008
A Retirement Risk MatrixTraditionally, financial companies and financial advisors have asked the following question of investors: "What is your tolerance to the variance of returns of risky assets?"...
February 01, 2008
Retirement News & ProductsData culled by the Employee Benefit Research Institute (EBRI) shows that Social Security remains a significant source of retirement income for higher income earners, not...
February 01, 2008
Buying BingeThe Hartford is on a buying spree. In December, Simsbury, Connecticut-based The Hartford Financial Services Group acquired three businesses--TopNoggin, Sun Life Retirement Services, and Princeton...
February 01, 2008
Portrait of a RookieAt 23, rookie financial advisor Jonathan S. Israel already has his own branch office, a full-time assistant and a couple of bonuses under his belt.
January 24, 2008
Guaranteed Income Absent a LoadWhile many advisors steer their clients away from variable annuities, with the recent addition of a guaranteed lifetime withdrawal benefit rider to its no-load variable annuity, Lincoln, Nebraska-based Ameritas Advisor Services has not only enhanced the flexibility of its annuities, but also taken another step toward making variable annuities more...