Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Chief Risk Officer
By Jane Wollman RusoffWith retirement shaping up as the New Frontier, advisors are being forced to rethink client risk -- and mitigate that risk as never before. It's...
April 24, 2008
Phoenix Launches No-Load Annuity for Fee-Based AdvisorsIn yet another testament to the rising popularity of annuities, Hartford, Connecticut-based The Phoenix Companies has launched Phoenix Portfolio Advisor Variable Annuity, an innovative low-cost, no-load annuity sold through the company's distribution partners, including wirehouses, regional broker/dealers, and financial institutions.
April 06, 2008
The Election Is On!Variable annuity sales reached a new record in 2007 and the ongoing appeal of guaranteed living benefits (GLBs) played a key role in their success.
April 06, 2008
Will Low Rates Stall Income Plans?Will recent rate cuts designed to fuel the U.S. economy stall the retirement income plans that advisors have helped their clients put in place?While advisors ...
April 06, 2008
Will Low Rates Stall Income Plans?Will recent rate cuts designed to fuel the U.S. economy stall the retirement income plans that advisors have helped their clients put in place?While advisors ...
April 05, 2008
The Election Is On!Variable annuity sales reached a new record in 2007 and the ongoing appeal of guaranteed living benefits (GLBs) played a key role in their success.
April 01, 2008
Capital ControlIt's no secret that not all couples are alike. When it comes to raising families, running a household, or making a decision about what to...
April 01, 2008
Positioning for the Great Wealth TransferWith trillions of dollars in liquid assets coming out of retirement accounts or transferred to the next generation in the coming years, many advisors are...