Retirement

Retirement strategies >>

John Luviano
4 things you should probably be doing to reach Latinos
Article posted by John Luviano
The Latino-American population has $1.3 trillion in consumer spending power. What are you doing to market to them?

More from Retirement strategies

Retirement plans >>

Sean A. Ruggiero, CEP
Why qualified funds shouldn't fear surrender charges
Article posted by Sean Ruggiero
We are often looking for the annuity with the best construct to fit a need, maybe with a bonus, while paying attention to those nasty surrender charges. Well, if it’s qualified money that you’re dealing with (and according to LIMRA, 62 percent of them are), then don't worry about surrender charges!

More from Retirement plans

Regulatory >>

Daniel Williams
Senator Warren investigates rewards offered to 'annuities dealers' advising retirees
Article posted by Daniel Williams
According to the Massachusetts Senator, questionable practices highlight the need for a strong conflict-of-interest rule for retirement advisors.

More from Regulatory

Investments >>

Paul Wilson
Navigating uncharted territory
Article posted by Paul Wilson
In geographical terms, Herb White’s years in the financial services industry have taken him almost nowhere. In fact, his entire career has taken place within a three-block radius. Nevertheless, the journey has been long, fulfilling and successful.

More from Investments

Economy >>

kstartt
The last two converts to income annuities?
Article posted by Kevin Startt
One of the chiefs of the financial planning industry, Harold Evensky, recently changed his opinion on annuities, admitting that they make sense as a lifetime retirement income source. I also recently read an interview conducted with the dean of financial advisors, Nick Murray, and even he has come around to the idea of utilizing a variable annuity as a lifetime income source.

More from Economy