Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Big Year for Variable Annuities
By James J. GreenNAVA, the Association for Insured Retirement Solutions (formerly the National Association of Variable Annuities) announced March 28 that total VA sales for 2006 were $157.3 billion, representing an 18.2% increase from 2005's sales of $133.1 billion.
April 01, 2007
NEWS & PRODUCTS APRIL 2007The Fidelity Research Institute reported March 12 that Americans are slightly better prepared for retirement, but noted that their expectations for income in retirement remain...
April 01, 2007
Take Some Advice: Consumers Are Looking for ItAdvice--take it or leave it--but it seems the majority of consumers plan on taking it. According to the 2007 World Insurance Report from Capgemini and...
April 01, 2007
Retirement Planning Balancing ActBeing an advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance, says David Tyrie of Putnam Investments. "It's not...
April 01, 2007
London CallingPitting an enervated Brit against a brash, self-confident Yank is a frequent theme in post-World War II, post-Empire British literature, appearing in spy thrillers by...
March 25, 2007
New Income Planning Model Is Needed, NAVA Speakers SayProducts are not enough to meet the growing retirement income needs in the United States, said Lisa Plotnik here at the annual marketing conference of ...
March 25, 2007
New Income Planning Model Is Needed, NAVA Speakers SayProducts are not enough to meet the growing retirement income needs in the United States, said Lisa Plotnik here at the annual marketing conference of ...
March 22, 2007
DOL Requires More Due Diligence for 401(k) AdvisorsA bulletin issued in early February by the Department of Labor (DOL), which calls upon advisors to plan sponsors go through an increased due diligence process in line with specifications detailed in the 2006 Pension Protection Act (PPA), is set to bring about change in the advisor community--not least, experts...