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Christopher P. Hill, RFC
Important checklist when faced with a death
Article posted by Christopher P. Hill
Losing a loved one is arguably one of the most difficult experiences in life. In addition to coping with the grief and loss of a loved one, there are also a variety of challenging tasks and important financial decisions to be completed.
Nick Thornton
Will DOL fiduciary rule compliance dates be delayed?
Article posted by Nick Thornton
Sources familiar with talks between lawmakers and industry stakeholders say consideration is being given to delaying the implementation dates for the Department of Labor’s fiduciary rule.
Marlene Satter
9 retirement moves other countries get right
Article posted by Marlene Y. Satter
Other countries are ahead of the U.S. on the retirement curve. In fact, according to theMelbourne Mercer Global Pension Index (MMGPI), the U.S. doesn’t even make the top 10—and that’s not good news.
Mark Massie
Personal Pensions Simplified
Article posted by Mark Massie
Deferred Income Annuities (DIAs) have been getting a lot of attention lately with surprising increases in sales volume from fiduciaries, bank distribution, RIAs and even independent advisors. What's the appeal?
Brian Leising
The Eight Elements of Extended Care Riders
Article posted by Brian Leising
Here are eight of the major distinguishing features of extended care riders offered on life insurance contracts. All include some combination of the eight elements. This allows you to find the right formula for each client.
Marlene Satter
Investors, advisors 'miles apart' in return expectations
Article posted by Marlene Y. Satter
Study says advisors also fear new regs and some are planning to leave the industry
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Most Recent Articles

Kristen Beckman
18 scary retirement statistics
Article posted by Kristen Beckman
Americans are neither confident about nor prepared for retirement. Excellent overview for client discussions.
Dan Cook
Are millennials really that different from older generations?
Article posted by Dan Cook
Interesting insights into the next generation of leaders and investors.
Allison Bell
Fix for stranded HealthCare.gov users may cost agents
Article posted by Allison Bell
Managers say they will conduct three big auto re-enrollment waves
Warren Hersch
The new retirement: working right to the end [infographic]
Article posted by Warren Hersch
Most millennials plan to continue working during their retirement years, according to a new Merrill Edge report. Is the traditional view of retirement passé?
BenefitsPro
Paul Ryan's ACA replacement plan
Article posted by Benefits Pro
Speaker Paul Ryan says he has a blueprint for replacing the Affordable Care Act.
Marlene Satter
9 retirement moves other countries get right
Article posted by Marlene Y. Satter
Other countries are ahead of the U.S. on the retirement curve. In fact, according to theMelbourne Mercer Global Pension Index (MMGPI), the U.S. doesn’t even make the top 10—and that’s not good news.
More Recent Articles