Retirement Planning NEWS

Advisors adding more services to better meet needs of retirees, pre-retirees

Analysis from the LIMRA Secure Retirement Institute shows that financial professionals across all channels are increasingly offering a broad array of common products and services to better help older Americans achieve retirement security.

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Recent Retirement Planning News

Millennials most ‘at risk’ generation when it comes to life insurance

New study from New York Life finds Millennials, despite feeling “financially confident,” self-report a 78% shortfall in life insurance coverage; only 10% of Millennials have the coverage they say they need.

Agents Behaving Badly Part VI: Mail fraud

Out latest edition features a trio of agents charged or convicted of mail fraud – two for submitting false life insurance applications and another for swindling elderly investors.

Industry sets records for payouts, coverage and investments in 2017, according to new ACLI...

Latest volume, released Monday, finds life insurance companies paid $77 billion to beneficiaries and $82 billion to owners of annuities in 2017, while maintaining status as the largest institutional investor in the U.S.

80% of advisors report significant gross income gains in last few years, new LIMRA-EY...

All types of advisory businesses are growing, and income growth rates exceeded double-digits across all types of practice models over the two-year period, according to just-released LIMRA-EY Experienced Financial Advisor Study.

Last non-bank SIFI Prudential no longer considered ‘too big to fail’

FSOC announces rescission of Prudential’s Nonbank Financial Company Designation. Prudential joins other non-bank entities GE Capital, AIG and MetLife in shedding the label.

Annuity proponents praise bill that would make it easier to include annuities in retirement...

An amendment in The Family Savings Act, HR 6757 passed by the House of Representatives on Sept. 27, would improve access to annuities by removing barriers restricting the types of small business employers permitted to band together to offer a retirement plan.

More than half of all U.S. workers have difficulty understanding retirement savings in terms...

Showing workers their retirement savings as income estimates, financial professionals can help make sure workers are saving enough and confident in their ability to lead the retirement lifestyle they want.

Lots of changes on tap for this week’s NAIFA Performance + Purpose event

Plenty of new customization options for education and networking await insurance and financial advisors attending the Sept. 13-16 conference in San Antonio.

American families struggling with debt and emergency savings

More than four in five define the American Dream as financial security for themselves and their family, and more than half think this is unattainable, according to MassMutual’s new State of the American Family study.

New tools to help advisors manage client portfolios introduced by Allianz, Pacific Life

Allianz Life and Pacific Life each introduced new features and capabilities recently, intended to help financial professionals deliver better service to clients.

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