Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
More Investment Options in VAs
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniJackson National Life Insurance Company recently added several enhancements to its existing family of variable annuities, in the form of new investment options sub-advised by...
March 04, 2007
Who Holds The Income Planning Franchise?It's a question that has much significance for the life insurance business: Who holds the "franchise" to best meet income planning needs as baby boomers ...
March 04, 2007
Who Holds The Income Planning Franchise?It's a question that has much significance for the life insurance business: Who holds the "franchise" to best meet income planning needs as baby boomers ...
March 01, 2007
How to Capture the Growing Retiree MarketFinancial planning has historically focused on helping people achieve major financial goals, such as sending children to college or retiring comfortably. But what about retirees, who,...
March 01, 2007
Uncle Sam May Take His CutWere private annuity trusts (PATs), popular tools for estate planning in retirement, just a flash in the pan, now that the Internal Revenue Service (IRS)...
March 01, 2007
The No-Load Alternative"People want a check that won't run out," says Mitch Politzer matter of factly, in discussing the needs of retirees. After all, he says, retirement...
March 01, 2007
DOL Issues Favorable New Guidance on PPA "Investment Advice" ProvisionsIn response to many questions about the "investment advice" exemption ("Exemption") of the Pension Protection Act of 2006 ("PPA"), the Department of Labor ("Department") released...
March 01, 2007
The Purpose-Driven RetirementThere are some baby boomers who do not equate retirement only with playing golf and traveling. There are some boomers who want to do more...