The Strongest Accumulation and Income Product in the Industry Just Got Stronger!

Retirement

Retirement strategies >>

Vanessa De La Rosa
LTC partnership programs as the missing piece in state budgets
Article posted by Vanessa De La Rosa
At this year’s annual Million Dollar Round Table meeting in Philadelphia, I had the chance to conduct interviews, experience inspirational Top-of-the-Table speeches and sit in on many focus sessions. Among the most interesting was Phyllis Shelton’s focus session, “What you need to know NOW to stay in the LTC insurance market,” in which she explained why opportunities for advisors in the LTCI market are better than ever.

More from Retirement strategies

Investments >>

Jonathan
​5 reasons every advisor should consider Social Security marketing
Article posted by Jonathan Musgrave
If you are new to Social Security marketing or simply confused by the sudden hype, this article is for you. I’ll share five reasons why Social Security optimization is perhaps the biggest marketing opportunity you will encounter in your career as an advisor.

More from Investments

Retirement plans >>

Cathy Weatherford
Preventing financial fraud critical to protecting retirement security
Article posted by Catherine Weatherford
As we near World Elder Abuse Awareness Day (WEAAD) on June 15, it’s important that we as an industry help clients avoid financial exploitation by promoting awareness and disseminating educational resources. Like so many other ills, information can be the best medicine.

More from Retirement plans

Regulatory >>

Sense on Cents
America's rent-seeking economy: the new normal
Article posted by Larry Doyle
With rent-seeking redistribution programs benefiting those occupying both the uppermost and lowest rungs of our economic ladder, America's great middle class is receding further and further into the rear view mirror.

More from Regulatory

Economy >>

Kevin Startt
The promise and problem with pension and annuity buyouts
Article posted by Kevin Startt
Now, pensioners as well as annuity holders from the earlier 2000s are facing what happens when you cross the Godfather with an economist: an offer you can’t understand. Advisors can utilize this opportunity not only in the pension market but with variable annuity companies that are making the same lump sum payout offers on their income riders.

More from Economy