Retirement

Retirement plans »

AskLLOYD!
Helping prospects buy life insurance
Article posted by Lloyd Lofton
Specific examples of how advisors and insurance agents can make sure their clients and their clients' loved ones are covered in case the unthinkable happens.

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Retirement strategies »

Bernice Napach
Top 4 reasons you better discuss Social Security with clients
Article posted by Bernice Napach
Among them, the risk of losing clients who would rather switch to an advisor who will.

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Investments »

Kristen Beckman
10 best and worst states for military retirees
Article posted by Kristen Beckman
WalletHub ranked the best and worst states for military retirees based on the economic environment, quality of life and access to health care.

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Regulatory »

Michael Markey
3 exciting unintended consequences of the DOL rule
Article posted by Michael Markey
The death of FIA distribution and other products due to the DOL fiduciary rule is a travesty for our industry. Or is it?

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Economy »

Emily Zulz
5 best practices to raise 401(k) plan participation
Article posted by Emily Zulz
Using its experience managing 401(k)s for 3 million participants, Merrill reports on the most successful ways plan sponsors can encourage healthy retirement planning.

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