Recent Retirement Planning News
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.
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.
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.
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.
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.
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.
Baby boomers remain in large measure unprepared for retirement, having failed both to plan adequately and save enough, according to new study.
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.
Advisors uniquely positioned to help a generation on shaky retirement planning ground as 40% of Gen Xers admit to having no retirement savings.
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.