Life And Annuity Disclosure Bill Signed Into Law

California Gov. Jerry Brown has signed into law a bill requiring new disclosure language for immediate annuities commonly sold to seniors, language that is already required in the sale of deferred annuities...

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Social Security Claiming Strategies: Only One Piece of the Puzzle

Helping clients determine when and how to best claim benefits is valuable, but it’s only a part of a larger, more complex problem


Guaranteed Lifetime Income Benefits - Part 3: What's Guaranteed?
Most Guaranteed Lifetime Income Benefits are fully guaranteed, others not so much; does your client understand what they have?

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The New Age Of Annuity Sales: Connecting With A Younger Demographic

The annuity purchaser demographic is changing. What was previously thought of as an investment strategy for retirees is now making a foothold with a younger group of investors — a group that understan

IAs As An Alternative To Bonds

The indexed annuity with guaranteed minimum income benefits rider could be a safer alternative to bonds in your client’s retirement portfolio...

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Taking A Stab At HSA Growth Projections

Why health savings accounts have the potential to generate significant assets...

Plan To Simplify 2015 Health Care Renewals Could Backfire

People who have health insurance on their jobs usually don't think twice about next year's renewal. But if you are in one of the new plans under President Barack Obama's health law, that assumption could lead to costly surprises...

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