Alert: Please be aware that we will be performing maintenance on the FSCP and CE exam system on April 4th from 8 AM to 5 PM. During those hours you will not be able to take FSCP exams or proctored CE128 exams. No other programs will be affected.

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Annuity Risk Transfer Sales Soared in 2022, LIMRA Says

Mar 01, 2023

What effect do surging interest rates and volatile markets have on annuities? Our retirement experts Michael Finke and Steve Parrish weigh in for this InvestmentNews piece.

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News

It’s a Matter of Trust

Mar 01, 2023

This column was originally published in the Journal of Financial Service Professionals, Vol. 77, no. 2, pp. 37-39. Copyright © 2023 by the Society of Financial Service Professionals. All rights reserved. 

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News

Disabled Americans Get More Savings Flexibility With SECURE 2.0

Feb 27, 2023

How will the SECURE 2.0 Act's changes affect financial issues for those with special needs and their caregivers? Joellen Meckley, Executive Director of the American College Center for Special Needs, gives her take in this article from Forbes.

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News

Wise Reverse Mortgages Can Be a Saving Grace for Retirees

Feb 21, 2023

What is a reverse mortgage, and how can it be used to benefit your retiree clients? Professor of Practice and retirement expert Wade Pfau explains in this article from Retirement Researcher.

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News

Reasons You Should Retain Your Deferred Annuity When You Retire

Feb 08, 2023

What should you do with your deferred annuity once you retire? Our retirement planning expert Steve Parrish examines the options of hold, surrender, or give away in this column from Forbes.

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News

The Time to Solve Retirement Income Has Arrived

Feb 07, 2023

While Professor of Practice Wade Pfau may be leaving full-time academic work, his pursuits in the field of financial services are far from over. Learn more about his ongoing research in this article from ThinkAdvisor.

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