Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
July 12, 2022
To Save for Retirement, Workers Need an Emergency Savings SolutionAn asset management insider makes the case for the Rise & Shine Act.
July 12, 2022
Clients' Universal Life Policies Might Contain a Retirement Planning BoostMilliman found that about half of new traditional individual universal life policies sold come with long-term care riders.
July 11, 2022
A Roth 401(k) Shift Might Affect Money Managers More Than SaversResearchers say total Rothification would lead to more money saved in taxable accounts instead of 401(k)s.
July 01, 2022
Corporate-Owned Life Insurance Can Hold Executive Teams Together: Hector MartinezThe Equitable executive says more small firms now have the structures they need to use COLI-powered deferred comp strategies.
June 29, 2022
5 Factors Shaping Life and Annuity Providers' Q2 PerformanceInsurers protecting your clients faced a storm of lemons. Some made lemonade. Some might have concussions.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
June 16, 2022
Can This Annuity Rider Help Your Client Through Rough Markets?A GLWB allows clients to remain invested in the market while locking in a guaranteed retirement income stream.
June 16, 2022
Clients Rush to Buy Variable Universal Life InsuranceThe number of new term life policies sold fell, year over year.
June 10, 2022
Life Insurance Has an Inclusivity ProblemAn insurtech executive analyzes the LGBTQ+ community market data.
June 08, 2022
Incumbent Ricardo Lara Leads in California Insurance Commissioner PrimaryThe winner could play a major role in whether the U.S. moves toward a non-variable annuity sales standard.