Retirement Planning NEWS

1 in 3 Americans have less than $5,000 in retirement savings

New research finds waning confidence in Social Security; Americans expect to work longer.

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Recent Retirement Planning News

2 in 3 RIAs and fee-based advisors say AI will create a competitive advantage

New special report's 360-degree view allows advisors to harness the benefits of Artificial Intelligence, learn from early adopters and help clients bridge the AI Divide.

House passes bill to protect seniors against fraud; industry groups urge President Trump to...

The Senior Safe Act intended to empower and encourage financial professionals to report suspected cases of elder financial abuse while shielding advisors who act in good faith and with reasonable care from liability.

FedEx buys $6 billion group annuity contract from MetLife to reduce pension obligations

The largest U.S. pension transaction by premium in the last five years continues the market trend of more plan sponsors transferring their pension obligations to insurance companies.

Formal retirement planning a ‘win-win’ for advisors and consumers

LIMRA SRI research confirms that formal retirement plans lead to significantly increased sales of annuities, while nearly half of affluent clients with a formal plan consolidate vast majority of their assets with their advisors.

New IRI Retirement Fact Book connects retirement risk and concepts with products and solutions

The Insured Retirement Institute’s newly released 2018 Fact Book intends to help insurance and financial advisors explain complicated retirement strategies and financial instruments in simple terms.

True implications of new tax law has many Americans at a loss

New MDRT study finds 4 in 10 Americans mistakenly think it impacts this year’s tax returns; Good news is more consumers likely to consult an advisor for guidance in tax planning.

4 in 10 Boomers still have no retirement savings; yet only 3 in 10...

Baby boomers remain in large measure unprepared for retirement, having failed both to plan adequately and save enough, according to new study.

Strategies for Wealth honored as Guardian’s top agency for 18th time

The firm with the best overall performance in terms of production, recruiting, agent achievement and development, including agent productivity and client building in the prior year earns the award.

New study finds fewer GenXers have retirement savings

Advisors uniquely positioned to help a generation on shaky retirement planning ground as 40% of Gen Xers admit to having no retirement savings.

12 tips for generational outreach – and a new tool to identify life insurance...

AIG shares 12 tips to help financial professionals effectively reach out to prospective clients, and executive Kirsten Lees explains how the company created a new tool intended to quickly pinpoint life insurance solutions based on a few simple questions.

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