Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
October 30, 2003
The Message At NAVA: Get Ready For Income PlanningThe Message At NAVA: Get Ready For Income PlanningByWashington Variable annuity insurers should focus on promoting the VAs ability to "provide lifetime income or avoidance ...
October 29, 2003
Aon: Many Employers Are Freezing DB Pension BenefitsNU Online News Service, Oct. 29, 2003, 3:52 p.m. EST -- More than 20% of sponsors of defined benefit pension plans either have frozen ...
October 23, 2003
Spurring Boomers To Think About Income PlanningSpurring Boomers To Think About Income PlanningByRemarkably few people take the time and effort to plan their financial future, says Bill Bachrach, president and CEO ...
September 18, 2003
Some Strategies For Nudging Boomers Toward Income PlanningByHow can financial advisors nudge mid-income baby boomers to start thinking aboutand doingincome planning?"One way is to help them realize that they do not have ...
July 27, 2003
Talk With Older Boomers Now About Income Planning, Experts SayTalk With Older Boomers Now About Income Planning, Experts SayByBrokers need to be talking with their baby boomer clients about their retirement income needs, and ...
July 02, 2003
Humana Introduces Pharmacy Allowance ProgramNU Online News Service, July 2, 2003, 11:48 a.m. EDT -- Humana Inc., Louisville, Ky., is introducing the RxAllowance pharmacy allowance program, a program ...
June 04, 2003
Colonial: New Worksite Training Program Boosts Rep ProductionNU Online News Service, June 4, 2003, 1:13 p.m. EDT -- Colonial Supplemental Insurance, Columbia, S.C., a unit of UnumProvident Corp., Chattanooga, Tenn., says ...