Retirement

Retirement strategies >>

Vanessa De La Rosa
Landing the annuity sale: 34 expert tips
Article posted by Vanessa De La Rosa
Annuities can be a tough sell. Check out what these annuity experts have to say about marketing to prospects and securing sales despite the products' bruised reputation.

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Investments >>

Nichole Morford
Here's why half of financial executives say Google or Amazon could change the way we buy life insurance
Article posted by Nichole Morford
Will a tech giant start selling life insurance? Probably. And it might just be a good thing.

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Regulatory >>

Roccy Defrancesco
Florida Supreme Court goes after the unauthorized practice of law
Article posted by Roccy DeFrancesco
Many insurance agents and financial planners offer to draft living trusts where they not only give advice for a fee on what a client should do, but they actually draft the documents just as though they were attorneys. While there are a few states that allow this, most states frown upon it; and now Florida has specifically outlawed it.

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Retirement plans >>

Jared Trexler
The great estate tax debate: Should it stay or go?
Article posted by Ed Slott
Despite both its longstanding inclusion as part of the tax code and the fact that it impacts less than two in every 1,000 Americans, the estate tax is often at the center of policy debates in Washington. If — and it’s a big if — the President offers some type of compromise in which the estate tax is repealed in exchange for the elimination of the step-up in basis, those who have so ardently rallied against the estate tax for years should overwhelmingly support such a measure.

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Economy >>

George Shave
Mitigating sequence of return risk with annuities
Article posted by George Shave
When we enter retirement, the objective changes from accumulation to decumulation. And in this stage of life, even the do-it-yourselfers are turning to financial advisors for help. That’s because the decumulation process has many inherent risks that can be unforgiving in our retirement years.

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