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More clients are likely to see an annuity option in their 401(k) plans soon, so it's important they're informed.
We asked advisors what clients should know about this option, available to retirees who claim benefits after full retirement.
One estate planning door closed. You have the key for another one.
One possible way to get business: Talk to the clients who went away.
You may be snowed in, but that doesn't mean you can't be productive.
...and 4 other questions about the 2020 U.S. annuity market.
How to strengthen your client relationships in the new year.
The author objects to the idea that a diversified investment portfolio is highly likely to beat whole life.
Really, the most important one is the name of a great tax advisor. But here are some others to think about.
Along with sweeping retirement-planning changes, Secure allows 529 plans to be used to repay college loans.
An insurtech company executive makes the case that AI is here because, actually, you need it.
The author makes the case for standardizing what you say.
An often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
To get families talking, Lincoln Financial presented a social experiment.
Today, stock prices are high. That's not always true.
This can be a lonely time of the year or a bright time of the year. You decide.
Hancock already has policyholders with diabetes. The new program adds coaching. And discounts.
Older millennials experience more chronic health conditions than previous generations did at the same age.
One of the changes involves a section that's gone missing.
Sometimes you need a butter knife. Sometimes you need a scalpel.
If you find yourself running on fumes... try to be extra nice.
When I was an advisor, my sales manager told me: "People who finish the year strong start the new year strong."
You already visit some of these places. Put in a little extra effort, and you could reap big rewards.
The insurer found that the cost of in-home care rose faster than the cost of nursing home care.
Here are 6 lessons the author learned from one of the most successful insurance agents in history.
Wine can lubricate relationships. So can other beverages.
One is a single-premium immediate annuity, and the other is a deferred income annuity.