Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
'Silver Wave' Isn't the Only Factor Boosting Annuities
By John ManganaroLIMRA projects an increase in annual annuity sales to as much as $378 billion, Principal's Sri Reddy says.
August 08, 2024
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025Older clients may see their plans getting a lot leaner this fall.
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
August 06, 2024
Top 10 Things Investors Get Wrong About Social Security: 2024Misconceptions about retirement benefits are widespread, a new Nationwide survey finds.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.