Insights

Filter By:
Sort By: Newest / Oldest
News

6 Roadblocks Holding Advisors, Clients Back From Annuities

Apr 15, 2022

In a recent webcast from The American College of Financial Services, a panel of retirement experts including RICP® Progra

View Article
News

Retirees, This Is What It Takes to Be Your Own Insurer

Apr 12, 2022

With growing numbers of Americans needing long-term health care as part of their retirement years and the costs of that care continuing to climb, it’s more important than ever to have conversations with clients about what their plan may be to cover these expenses.

View Article
News

The New Tax Playbook for Draining Your 401(k) in Retirement

Apr 04, 2022

The rules of the road regarding required minimum distributions (RMDs) from retirement accounts could be changing once again.

View Article
News

Reverse Mortgages Are No Longer Just for Homeowners Short on Cash

Apr 01, 2022

Many financial experts have long seen reverse mortgages as simply a way for homeowners short on money to make up for it–but they’re becoming an ever-bigger piece of potential retirement planning today. However, this still doesn’t mean they’re meant for everyone.

View Article
News

A Proven Retention Tool For Women In Financial Services

Mar 31, 2022

In the ongoing quest for gender equality in financial services, the COVID-19 pandemic has tipped the scales by driving down the number of women working in the profession.

View Article
News

Wade Pfau: TIPS and Annuities Good Bets When Inflation Is High

Mar 31, 2022

With current high inflation, many advisors are looking for ways to safeguard their clients’ hard-earned retirement income.

View Article