Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
November 30, 2005
Phoeni Withdrawal Benefit Can Protect SpouseThe Phoenix Companies Inc. has introduced a deferred variable annuity with a living benefit rider that can guarantee income for a surviving husband or ...
November 30, 2005
Rider Shields Variable Life AssetsA unit of the Ameritas Acacia Companies is offering annuity-style asset protection for holders of variable universal life insurance policies.[@@]The company, Ameritas Variable Life ...
November 18, 2005
Analysts Warn Against Annuity Sales HypeLife insurers had better be sure that both they and their customers understand the costs and limitations of the annuity benefit guarantees they are ...
November 14, 2005
Insurers Add VA Withdrawal BenefitsPhoenix Companies Inc. and ING USA Annuity and Life Insurance Company are expanding their menus of retirement income options.[@@]Both companies have introduced new guaranteed ...
November 09, 2005
New Approaches Needed For New Discipline Of Income PlanningIf the word is starting to get out on income planning, certain actions need to follow, said two leaders of a course on managing ...
November 02, 2005
Teleconference To Shape Major Federal Aging EventMembers of the public can call in to listen to a policy committee set the final agenda for the 2005 White House Conference on ...
November 01, 2005
Take Your PickAs investment advisors increasingly play a larger role in the distribution of retirement plans, retirement plan providers and the companies that partner with advisors to...
November 01, 2005
Guiding LightAccording to various studies, at least half of all defined contribution plan participants are uninterested in or unwilling to take part in the financial planning...
October 31, 2005
Group Benefits Portal Gets Income Planning SectionMetLife Inc. is trying to use the Web to persuade workers to think about longevity.[@@]MetLife, New York, has set up Lifelong Income from MetLife, ...
October 26, 2005
Blazzard Touts Variable Life As LTC Financing VehicleNorse Blazzard says producers should consider using variable universal life insurance as an alternative to long term care insurance.[@@]Blazzard, a principal at the law ...