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.
More Investment Options in VAs
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniJackson National Life Insurance Company recently added several enhancements to its existing family of variable annuities, in the form of new investment options sub-advised by...
March 04, 2007
Who Holds The Income Planning Franchise?It's a question that has much significance for the life insurance business: Who holds the "franchise" to best meet income planning needs as baby boomers ...
March 04, 2007
Who Holds The Income Planning Franchise?It's a question that has much significance for the life insurance business: Who holds the "franchise" to best meet income planning needs as baby boomers ...
March 01, 2007
The Purpose-Driven RetirementThere are some baby boomers who do not equate retirement only with playing golf and traveling. There are some boomers who want to do more...
March 01, 2007
Longevity Risk and VAs"The longevity risk factor is an enormous one for this industry," says Art Kopf, an industry veteran who is a senior marketing services representative for...
March 01, 2007
How to Capture the Growing Retiree MarketFinancial planning has historically focused on helping people achieve major financial goals, such as sending children to college or retiring comfortably. But what about retirees, who,...
March 01, 2007
Your Partners' Role In Retirement Planning"Advisors have been in the retirement business since day one," admits Charles Goldman, but a "giant psychographic shift" has occurred among boomer preretirees who are...
March 01, 2007
The No-Load Alternative"People want a check that won't run out," says Mitch Politzer matter of factly, in discussing the needs of retirees. After all, he says, retirement...