Thursday, April 13, 2017 Retirement planning course corrections to consider It’s no secret that millions of Americans are approaching their Retirement years with meager savings and high anxiety about their financial security. And a recent study from Merrill Lynch and Age Wave reveals steps that Americans are willing to take to get their retirement back on track. READ MORE >>
Tuesday, April 4, 2017 The Big Chill For Annuities In 2017 With the Department of Labor's 1,000-page fiduciary regulations due to take effect in April 2017, and a new anti-regulatory administration about to take office in Washington, insurance carriers are facing a double whammy of uncertainty. READ MORE >>
Thursday, March 30, 2017 Fixed Indexed Annuity Benefits Are Still In Demand There is still a case to be made for buying fixed indexed annuity products. Before they were included in the DOL’s fiduciary rule, FIA sales were sky high and on an eight year streak of increases. READ MORE >>
Tuesday, March 28, 2017 The Fate of the Fiduciary Rule It’s hard to turn on the news without hearing about a variety of confirmation hearings for several of President Trump’s appointees, and lately they’ve been focused on Alexander Acosta, the appointee for head of the Department of Labor. READ MORE >>
Thursday, March 16, 2017
2017 will be year of change for retirement industry
Demographics, demise of pensions will shift focus from assets to income planning
The financial advice industry faced some significant headwinds in 2016 from the rise ... READ MORE >>
Wednesday, March 15, 2017 How Safe Is Your Annuity? Annuity income isn't 100% guaranteed, but it's still pretty safe -- if you go about buying yours sensibly. Here are some valuable tips. For most Americans, pensions have become a thing of the past, and we're now more reliant on ourselves for our future security than ever. READ MORE >>
Tuesday, March 14, 2017
The right way to get the retirement income you need
I have $400,000 in savings from which I need to draw monthly retirement income. Is it possible to do that with an immediate annuity?
Sure, not only is it possible to convert $400,000 -- or retirement savings of almost any amount -- to mo... READ MORE >>
Thursday, March 2, 2017 Annuity Trends for 2017 2008 was a difficult year for many financial sectors, and the annuity business was no exception. With the possible implementation of the Department of Labor’s (DOL’s) fiduciary rule rapidly approaching, many industry experts are predicting that 2017 will prove to be just as challenging. READ MORE >>
Wednesday, March 1, 2017 Tax-Sheltered Annuities 101 Annuity products can be very valuable tools in financing a retirement. While they don’t make sense for everyone, many can benefit from the guaranteed lifetime income payments provided by an annuity. Unfortunately, because some products are rather complex, there are many misconceptions, giving them a bad reputation. READ MORE >>
Monday, February 27, 2017 Traditionally, pensions have provided individuals with the peace of mind of a steady income stream in retirement. And while some employees still have a pension to lean on, many private-sector workers can no longer rely on one. READ MORE >>
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