Accumulation Products - Market Leaders For 2016

This is the year for the accumulation insurance products to regain their throne, the king of retirement planning!  That is a bold statement, but at the time I am writing this article, 2016 is...... 

The Cost Of Health Care And Retirement Income Planning

These days, there is no better place to be than the retirement industry. The exciting challenges we face only lend themselves to greater innovation and opportunity.

The retirement income...... 

Retirement Doesn't Have To Be

We have all been there.  I just paid $12 for the “double deluxe clear coat automatic laser” car wash.  Once finished with the washing part I quickly sped up to the giant hair...... 

Accumulation Without Apologies

Clients have never had more options for saving money than they do today.  Consequently, today’s advisor must add the role of navigator to counselor, sage and prognosticator, among many...... 

Life Insurance For The Andy Griffith Generation

Planning for one’s financial future has become significantly more complicated in the past several decades. There was time in our collective memory when Americans worked until age 65, retired on a reasonable pension and by age 73...... 

Fixed Indexed Annuities: Accumulation First

According to LIMRA, total year-over-year annuity sales declined two percent through the third quarter of 2015. While the annuity market languished as a whole, fixed indexed annuities posted their tenth consecutive quarter of growth, gaining...... 

RMD Planning Options At 70 1/2 For Clients With Two IRA Accounts

Often, a financial professional will encounter a client with two IRA accounts that may have been created at different times with different funding products.  Or a financial professional may recommend two separate IRA accounts with...... 


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