Wade Pfau: Pandemic Tears up 4% Rule
The professor tells ThinkAdvisor why retirees shouldn’t rely too much on investment portfolios and how they can fill the income gap. By Jane Wollman Rusoff| April 14, 2020 | ThinkAdvisor In the […]
The professor tells ThinkAdvisor why retirees shouldn’t rely too much on investment portfolios and how they can fill the income gap. By Jane Wollman Rusoff| April 14, 2020 | ThinkAdvisor In the […]
History has not prepared us well as it relates to our pandemic health crisis. It is unprecedented to learn our best defense is to practice social distancing. That means, closing […]
One effect is that consumer interest in hearing about life insurance seems to have increased. by Allison Bell, March 19, 2020, ThinkAdvisor The people in the life and annuity sales […]
FOR IMMEDIATE RELEASE InSource Adds Two New Leaders to its Executive Team INDIANAPOLIS, IN., February 24, 2020 – InSource, Inc. recently announced two national promotions to support its strategic sales […]
Ben Mattlin • FA Financial Advisor • December 9, 2019 In the first three quarters of 2019, sales of fixed-indexed annuities (FIAs) jumped 13% from a year earlier, as measured […]
Are You Hit by the New Rules of the Secure Act? MarketWatch Alessandra Malito Jan. 2, 2020 The Secure Act, which was signed earlier this month, changes the way beneficiaries […]
Secure Act includes one critical tax change ‘that will send estate planners reeling’ MarketWatch Dec. 30, 2019 Bill Bischoff On Dec. 20, President Trump signed into law the awkwardly named […]
What Will You Need to Retire with Safety and Security? Knowledge@Wharton December 10, 2019 People are living longer. This makes retirement expensive and planning for it agonizingly complex. To make […]
Annuities Boost Financial Confidence: TIAA Other confidence boosters are good savings habits and having a financial advisor, a survey finds. By Michael S. Fischer ThinkAdvisor, Sept 23, 2019 Only 27% […]
INSIGHTS | 06.12.19 by: Adolph Pajkos, Eagle Life Insurance Company and Kenneth Kehrer, Kehrer Bielan and Consulting Fixed-rate and index annuities provided the lion’s share of revenue as banks and credit […]