Retirement

Retirement strategies >>

Barb Donnar
Who in my agency needs insurance licensing?
Article posted by Barb Donnar
Do the people who work in my agency need insurance licensing? That sounds like a simple question, doesn’t it? But often, the answer to this question is "maybe.” To determine whether or not someone needs insurance licensing, you have to review the functions they are performing.

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Retirement plans >>

Paul Cross
LIBRs and GLWBs: What agents need to know now
Article posted by Paul Cross
In addition to lifetime income provisions, including the payout factors that can impact the income stream, here are some factors agents need to know now relative to optional income benefit riders, LIBRs and GLWBs.

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Investments >>

Paul Wilson
Stuck in the middle with you
Article posted by Paul Wilson
Many boomers find themselves in the unfamiliar role of providing support for both aging parents and children struggling to achieve financial independence. As pressures mount, many are turning to their advisors for support—and it isn’t limited to financial advice.

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Economy >>

Vanessa De La Rosa
What makes baby boomers tick?
Article posted by Vanessa De La Rosa
Many advisors are still focusing on clients in the accumulation phase, figuring their AUM can only grow larger by doing so. Not these three advisors. They are doing remarkably well — AUM between $100 million and $300 million — by specializing in baby boomer retirement and understanding exactly how boomers tick.

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Regulatory >>

E. Randolph Whitelaw
The importance of monitoring and evaluating life insurance policy performance
Article posted by E. Randolph Whitelaw
An investment policy statement and credible in-force policy evaluation can help ensure the longer-term planning objectives of a policy owner as well as provide safeguards for the trustee. The tools for prudent and reasoned life insurance policy performance monitoring are readily available — they just need to be used.

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