Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Full Disclosure Indexed UL Report
By Roger L. BleaseThe editors of Full Disclosure periodically survey life insurers active in upper markets across a wide range of product specifications, illustrations, guaranteed minimum premiums, and ...
October 02, 2008
Bailout: boon or bust?After revising the $700 billion bailout plan with tax breaks for businesses and alternative energy and a higher limit for insured bank deposits, the Senate...
October 02, 2008
Stay the course? You're kiddingI often lose myself in the freak show that the bailout blame game has become. The chutzpah of Chris Dodd and Barney Frank knows no...
October 01, 2008
Markets, jobs fall on new bailout proposalU.S. stock futures fell early Wednesday in anticipation of the $700 billion bailout, according to MarketWatch. Futures for the Dow Jones Industrial Average fell 81...
October 01, 2008
Lobbyists urge rescue plan passageLobbyists are scrambling to push Congress to devise policy changes that would propel the financial rescue plan toward passage. The Wall Street Journal reports there are...
October 01, 2008
How Prepared Are You?A recent survey of registered investment advisors by Spectrem Group of Chicago for Ameritas Advisor Services found that although 63 percent of advisors expect retirement...
October 01, 2008
The Mutual Benefits of 401(k) PlansFor many employees and executives, their 401(k) plans have become a large part of their retirement savings. The plans are also important for employers, though,...
October 01, 2008
Five Questions for the Retirement AdvisorDavid Aigner, Morgan Stanley Global Wealth Management Group, Senior Vice President/Financial Advisor, Houston 1. What has hit you or your clients out of left field, and...