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.
A Big Year for Variable Annuities
By James J. GreenNAVA, the Association for Insured Retirement Solutions (formerly the National Association of Variable Annuities) announced March 28 that total VA sales for 2006 were $157.3 billion, representing an 18.2% increase from 2005's sales of $133.1 billion.
April 01, 2007
Lesson 3: Sustainability and RuinAs you are reading this in early April 2007, I am facing the daunting prospect of celebrating my 40th birthday. Besides the trauma of this...
April 01, 2007
Retirement Planning Balancing ActBeing an advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance, says David Tyrie of Putnam Investments. "It's not...
April 01, 2007
An Underutilized Charitable OptionA provision in the Pension Protection Act (PPA) of 2006, which allows individuals over the age of 701?,,2 to make a one-time donation of up...
April 01, 2007
London CallingPitting an enervated Brit against a brash, self-confident Yank is a frequent theme in post-World War II, post-Empire British literature, appearing in spy thrillers by...
March 25, 2007
New Income Planning Model Is Needed, NAVA Speakers SayProducts are not enough to meet the growing retirement income needs in the United States, said Lisa Plotnik here at the annual marketing conference of ...
March 25, 2007
New Income Planning Model Is Needed, NAVA Speakers SayProducts are not enough to meet the growing retirement income needs in the United States, said Lisa Plotnik here at the annual marketing conference of ...
March 22, 2007
DOL Requires More Due Diligence for 401(k) AdvisorsA bulletin issued in early February by the Department of Labor (DOL), which calls upon advisors to plan sponsors go through an increased due diligence process in line with specifications detailed in the 2006 Pension Protection Act (PPA), is set to bring about change in the advisor community--not least, experts...