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.
Analysts Warn Against Annuity Sales Hype
By Jim ConnollyLife insurers had better be sure that both they and their customers understand the costs and limitations of the annuity benefit guarantees they are ...
November 02, 2005
Teleconference To Shape Major Federal Aging EventMembers of the public can call in to listen to a policy committee set the final agenda for the 2005 White House Conference on ...
November 01, 2005
Take Your PickAs investment advisors increasingly play a larger role in the distribution of retirement plans, retirement plan providers and the companies that partner with advisors to...
November 01, 2005
Guiding LightAccording to various studies, at least half of all defined contribution plan participants are uninterested in or unwilling to take part in the financial planning...
October 31, 2005
Group Benefits Portal Gets Income Planning SectionMetLife Inc. is trying to use the Web to persuade workers to think about longevity.[@@]MetLife, New York, has set up Lifelong Income from MetLife, ...
October 26, 2005
Blazzard Touts Variable Life As LTC Financing VehicleNorse Blazzard says producers should consider using variable universal life insurance as an alternative to long term care insurance.[@@]Blazzard, a principal at the law ...
October 12, 2005
Hartford Sees Gold In Income PlanningHartford Life Insurance Company plans to make protection of retirement income a major focus, a top executive says.[@@]Hartford Life, a unit of Hartford Financial ...
September 26, 2005
New Video Presentation Courts WomenMassachusetts Mutual Life Insurance Company has released a marketing video for company agents who want to increase sales to women.[@@]The new "Pearls of Wisdom" ...