Category: Retirement Planning - Page 3

IRI offers 5-point plan to help retirement savers recover from COVID-19

April 16, 2020

Insured Retirement Institute proposes plan to assist retirement savers who have lost jobs, access to participate in a workplace retirement plan and experienced losses in their retirement account values due the COVID-19 virus pandemic.

Coronavirus pandemic erodes Americans’ economic confidence, fuels financial concerns

Insurance Forums Staff

April 9, 2020

New LIMRA study finds just 1 in 4 Americans have a favorable view of the economy, down 31 points from January’s record high.

Congress finalizes $2 trillion coronavirus relief bill including retirement plan aid

Insurance Forums Staff

March 26, 2020

Legislation allows limited, early withdrawals from retirement accounts, deferred RMD in 2020.

Gen X, Millennials likely to support aging parents… but aren’t planning for it

Insurance Forums Staff

February 13, 2020

New research from AgeUp reveals a majority of Millennials and Gen Xers expect to financially support their parents in their old age, but few are ... Read more

The American College announces 2019 winner of its top honor

Insurance Forums Staff

December 2, 2019

Fred Jonske will receive the 2019 Solomon S. Huebner Gold Medal on Friday night for his leadership in the financial services industry and dedication to furthering the mission of The American College.

82% of Americans nervous they will be impacted by a recession in the next year

Insurance Forums Staff

November 21, 2019

MDRT says advisors are “sources of reassurance” and should use this as an opportunity to support their clients and elevate their role and credibility in the financial services industry.

Multi-line agents can grow by helping clients with life insurance, retirement planning

Insurance Forums Staff

August 6, 2019

Middle-market focused P&C agents have opportunity in selling to existing clients, LIMRA research finds.

AALU, GAMA merging to form new organization representing ‘financial security profession’

Insurance Forums Staff

July 31, 2019

First-of-its-kind organization will bring together GAMA's leadership and professional development strengths and AALU's best-in-class advocacy in a new yet-to-be-named entity intended to unify the entire profession.

People worried about market volatility in retirement should consider whole life, report finds

Insurance Forums Staff

July 23, 2019

Study by Wade D. Pfau and Michael Finke shows how cash value can help protect against risk from market downturns.

SEC adopts Regulation BI in 3-1 vote

Insurance Forums Staff

June 6, 2019

The Securities and Exchange Commission (SEC) voted in favor of adopting a final amended version of the Regulation Best Interest rulemaking package on Tuesday, drawing praise from the insurance industry.

IRI offers 5-point plan to help retirement savers recover from COVID-19

Coronavirus pandemic erodes Americans’ economic confidence, fuels financial concerns

Congress finalizes $2 trillion coronavirus relief bill including retirement plan aid

Gen X, Millennials likely to support aging parents… but aren’t planning for it

The American College announces 2019 winner of its top honor

82% of Americans nervous they will be impacted by a recession in the next year

Multi-line agents can grow by helping clients with life insurance, retirement planning

AALU, GAMA merging to form new organization representing ‘financial security profession’

People worried about market volatility in retirement should consider whole life, report finds

SEC adopts Regulation BI in 3-1 vote

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