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.
Shedding More Light on the PPA
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniAside from guidance issued by the Department of Labor (DOL) earlier this year, which specified that as per the requirements of the 2006 Pension Protection...
August 13, 2007
MetLife Unit Develops Income Planning KitAn insurer has put together a package of marketing materials for financial professionals who want to help clients use variable annuities to fund retirement income ...
August 13, 2007
MetLife Unit Develops Income Planning KitAn insurer has put together a package of marketing materials for financial professionals who want to help clients use variable annuities to fund retirement income ...
August 01, 2007
News and ProductsNew research by Cerulli Associates has found that the 403(b) market is just as profitable, if not more so, as other defined contribution businesses. Of...
August 01, 2007
Working Through RetirementAre your clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs? According to...
August 01, 2007
The Income BaristaAs many advisors know, the biggest challenge facing millions of retiring baby boomers is income (or lack of) as they necessarily begin to rely on...
August 01, 2007
Insuring a Secure RetirementA retirement planning strategy that was popular in the 1980s but fell out of favor is being revived: using life insurance to create personal, defined...
August 01, 2007
Lesson 7: AnnuitizationThe "A" word strikes fear into the hearts and wallets of advisors throughout the financial services industry. Irreversibly handing over a lump sum of money...