Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Bringing Clarity to Equity Indexed Annuities
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniDavid Macchia, CEO of Hingham, Massachusetts-based Wealth2k, a provider of communications technology and multimedia presentations exclusively for the financial services industry, has a great interest--personal as well as professional--in baby boomer retirement security, and his project of the moment involves shedding light on the rather obtuse world of the equity-indexed...
November 05, 2007
Insurance EducationThe American College's nineteenth annual Henry A. Deppe Lecture, which provides insurance agents, financial planners, attorneys, and accountants with a forum to learn about changes...
November 01, 2007
Income Planning For Health Care "A Modern Problem"Planning for health care in retirement "is a very modern problem," said a speaker at the recent annual meeting of the Society of Actuaries, Schaumburg, Ill.
November 01, 2007
Conversation ObligationFinancial planners want products and services that will facilitate discussions regarding retirement income planning with their clients, according to a new Financial Planning Association study...
November 01, 2007
NEWS & PRODUCTS, NOVEMBER 2007Francois Gadenne, founding chairman of the Retirement Income Industry Association (RIIA), says that the next challenge for the financial services industry is coming up with...
November 01, 2007
Institutional Approach for IndividualsAs senior financial advisor at Anchor Capital Management Group, Inc., in Irvine, California, Leon James applies the quantitative analysis and strategic asset allocation used with...
November 01, 2007
New Options in 401(k)sA new twist in retirement planning is taking hold: financial services companies are offering immediate annuities and longevity insurance--a deferred annuity--as an option in 401(k)...
November 01, 2007
Lesson 10: Questions to Ask Annuity WholesalersGuaranteed living benefits (GLiBs) within variable annuities have evolved from being an ancillary benefit offered on a rather boring investment product, and have now grown...