ANNUITIES

 1 2 3 4 5 6 7 8   

4 Key Social Security Claiming Strategies For Widows

by

A widow should compare the maximum survivor benefits and her retirement benefits at age 70, a Social Security expert said.

Why Advisors Are Rethinking The 4% Rule

by

Is Bill Bengen's famous rule for safe withdrawal rates still relevant? People disagree.

5 Trends Transforming Financial Advice

by

There's never been a more exciting time to be an advisor in the tech-powered, human-led financial advice business.

Annuity Industry Geared Up To Promote Products In June

by

NAFA and others are raising investors' awareness of annuities during National Annuity Awareness Month.

Using Risk Management To Add Value To Your Clients

by

Become an expert in risk management and your clients will thank you and your prospects will hire you.

Best-Selling Variable Annuities In Q1

by FA Staff

Sales of variable annuities fell 6% in the first quarter to $28.1 billion, according to Limra.

Bonsai Partners With Swiss Wealthtech Firm To Boost Balance-Sheet Management

by

The wealth management and technology platform offers broader access to opportunities for sustainable investing.

Why Widows Fire 70% Of Male Advisors

by

Male advisors are getting a wake-up call, while the profession flounders in recruiting more female advisors.

7 Strategies To Effectively Document Client Conversations

by

Compliance, security and convenience are all key considerations to bear in mind.

Social Security Gains A Year Before Trust Funds Bust

by

The Social Security and Medicare Board of Trustees projects a depletion in funds in 2035.

Americans Slashing Retirement Savings As Prices Soar, Survey Says

by

More than half of American consumers said inflation has adversely affected their personal finances.

Women, Wealth And Retirement: Closing The Gap

by

Women are falling behind in their financial futures. Three BlackRock executives say that can change.

Let Them Eat Calamari!

by

Annuities are squid.

65 Incorporated Rolls Out Medicare Planning Software For Advisors

by

The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

In Uncertain Times, Do Annuities Make Sense?

by

Annuities can play a role in different ways during periods of volatility.

DOL Rule Would Reduce Middle-Class Retirement Savings By $140B, IRI Says

by

The group claims the middle-class, especially Black and Latino investors, would be most hurt by the fiduciary rule.

Bonds Are Useless, Equities Risky. A Retirement Conundrum

by

Two American College of Financial Services professors worry that equities are too risky as income replacements.

Ameriprise Subsidiary Fined $5M For Improper VA Exchanges

by

RiverSource Distributors induced clients to switch to variable annuities to drive up commissions, the SEC charged.

Adoption Is The New Innovation

by

Beware the shiny tech objects. It's old-school training that rules productivity.

How The Wealthy Use Private Annuities To Defer Investment Taxes

by

Private placement variable annuities are suitable deferral solutions for wealthy clients, advisors say.

 1 2 3 4 5 6 7 8