Category

Industry
Despite a somewhat negative perception, annuities have been shown time and time again by researchers to add significant value to a retiree’s financial security.
Read More
This case study by Eva Levine, principal of Plenaris Advisory and found in Financial Advisor magazine, discusses the optimal use of annuities for retirement income and how to determine how to use them to achieve maximum income potential.
Read More
Employees have very unrealistic ideas when it comes to retirement income, as is highlighted in this PLANSPONSOR article. In fact, “Social Security is one of the most confusing retirement topics that American workers face today.”
Read More
This PLANSPONSOR thought leadership article, sponsored by MetLife, highlights the challenges faced by Americans come time for retirement, when in a time of need to convert their hard earned income to a monthly paycheck they can sufficiently live off of.
Read More
This PLANSPONSOR article by Rebecca Moore, reports on recent survey findings in a DC plan survey that while half of DC plans offer some kind of retirement plan income solution, a little more than 10% mention the use of an annuity and only 3% use an annuity placement service and 3% offer in plan guaranteed...
Read More
In this PLANSPONSOR article by John Manganaro, a school is highlighted for focusing on a broader mission or big picture by supoporting target date funds and in-plan income, among other things.
Read More
In this PLANSPONSOR article by John Manganaro, it is brought to attention that there is an overall improvement in retirement readiness when purchasers annuitize a percentage of their 401(k) balance.
Read More
In a world of defined contributions, American workers have three challenges — inadequate savings, leakage (or loans/early withdrawals) tied to their retirement accounts and the need for retirement income.
Read More
Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity contracts that offer GLWBs.
Read More
David Davala, with Findley, discusses considerations for defined benefit (DB) plan sponsors before deciding whether to transfer some of their pension risk to an annuity provider.
Read More
1 2 3 4

Get a Quote Today