Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
How Taxation of Life Settlement Proceeds Works Now
By Wm. Scott PageThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
Nassau Financial Adds a Bonus AnnuityThe move could be a sign that higher interest rates are starting to revive insurers' willingness to offer annuity guarantees.
February 08, 2023
Deloitte Warns Life Insurers to Get a Jump on Internal AuditsFirm analysts say companies should find any sales and marketing problems before FINRA and DOL examiners do.
February 07, 2023
U.S. Mortality 6.9% Higher Than Pre-Pandemic AverageThe percentage of deaths caused by COVID-19 and similar illnesses is still far above the epidemic threshold.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 06, 2023
Many Advisors Have No Idea What Life Policy Assets Are Worth: Jay JacksonThe Abacus Life CEO estimates the gap lowers those advisors' assets under management by about 6%.
February 06, 2023
Secure 2.0 Can Make Clients' Retirement Plans StrongerExplaining change can create sales opportunities.
February 02, 2023
Equitable, Lincoln and Security Benefit Add Products for Stability SeekersThese new annuity and life products are intended to help protect clients from volatility.