Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
20 Best & Worst Cities for Pension Funding
By Dan BermanThe woes of public pensions are big news, but not all are in crisis.
October 30, 2013
The Top ‘Must-Have’ Feature for AnnuitiesOne annuity feature blows away all the others in client demand, according to a survey by Phoenix Cos.
October 30, 2013
Annuity blue waterDitch those worn-out marketing methods and find seas of unlimited potential.
October 30, 2013
Annuity blue waterDitch those worn-out marketing methods and find seas of unlimited potential.
October 30, 2013
How Much Do Your Clients Really Need to Work?Financial advisor Jason Hull says knowing your clients "retirement number" can help you free them from the hamster wheel of needless work.
October 29, 2013
7 Best & Worst Retirement Plans in Pro SportsNot all pro athletes are good enough to be financially secure through the earnings of their playing contracts alone.
October 28, 2013
Say ‘No’ to Clients Who Are Behaviorally Different From YouTaking on a client who is too different from yourself can be overly draining and not worth the reward.
October 28, 2013
2 Merrill Reps Go Indie, Join Dynasty FinancialThis brings the TRUE Group to about $500 million in assets, with plans to keep growing over the next few years.