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.
Who Holds The Income Planning Franchise?
By Jim ConnollyIt'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 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...
March 01, 2007
DOL Issues Favorable New Guidance on PPA "Investment Advice" ProvisionsIn response to many questions about the "investment advice" exemption ("Exemption") of the Pension Protection Act of 2006 ("PPA"), the Department of Labor ("Department") released...
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
Leading the WayThe biggest issue these days for investment advisors and financial planners is retirement planning. If you ask retirement planning professionals what the biggest retirement issues...
March 01, 2007
Lesson 2, The Uncertainty of Death and TaxesBy now everyone has heard the widely abused clich?, first coined by Benjamin Franklin in 1789: "In this world nothing can be said to be...
March 01, 2007
News & Products, March 2007A new report by the Vanguard Group has found that Americans aged 40 to 69 expect to gradually ease into retirement, with work playing an...