Wed, May 09, 2012
Kelli Hueler, creator of the Income Solutions online income annuity sales platform, delivered an academic paper at the Pension Research Council's annual conference at the Wharton School last week, and provided insight into her "out of plan" income option for rollovers from 401(k) plans.
Sun, Nov 13, 2011
At least three proposals have been floated to open state pensions to private sector workers who have no retirement plan. Given the troubles of many state plans, that's counterintuitive. Artwork by Zaza Khabuliani.
Tue, Aug 09, 2011
“The financial services industry needs to start executing on the reality that many investors don’t plan to retire,” said Laura Varas, Hearts & Wallets principal.
Thu, Jun 16, 2011
“The campaign is meant to reinforce the thinking validated by academics, that income annuities are a valuable asset class for retirement portfolios," said Steve Fisher, chief marketing officer for Retirement Income Security at New York Life.
Tue, Jun 07, 2011
Prudential Financial, Raymond James, ING, Fidelity Investments and E*Trade all advertised during the French Open final between Rafael Nadal (above) and Roger Federer on NBC TV last Sunday--all vying for the "elite demographic" that follows tennis.
Wed, Mar 02, 2011
"In Doubt We Trust?" extends the company's video series exploring the attitudes of Americans as they prepare for and live through retirement.
Wed, Feb 09, 2011
Tim Burke, principal, Insurance Solutions, at Edward Jones, explains how switching exclusively to a new "O" share VA contract will make the annuity sale easier. Recorded at IRI Marketing Conference.
Thu, Jan 13, 2011
New research argues that broker-sold mutual funds—both active and passive—tend to generate lower returns at higher costs than direct-sold mutual funds.
Tue, Sep 28, 2010
In Manhattan and at the Jersey shore, AXA-Equitable Life staffers with a Flip camera interviewed passersby about retirement and posted the videos on YouTube. One man's retirement strategy: Meet a wealthy woman.
Wed, Sep 22, 2010
Besides ad spots in every media, the campaign will feature videos that demystify such challenges as how to pursue your passions and still save, how not to run out of money, and how to make savings 'work harder.'
Wed, Sep 01, 2010
The ad will air on major broadcast and cable outlets during coverage of professional Grand Slam tennis in the U.S.
Fri, Aug 13, 2010
Who do advisors think of first when asked to name a variable annuity provider? The just-published 2010 Advisor Brandscape from Cogent Research reveals that and much more.
Wed, Mar 31, 2010
Merrill Lynch's billboard urges Times Square visitors to send text messages naming the thing they'd most like to “retire.”
Thu, Jan 28, 2010
In Cogent Research's Investor Brandscape 2010 survey, Vanguard, Charles Schwab and TIAA-CREF earned top honors for brand strength. But many affluent investors are mistrustful of the financial industry and uncertain about the future.
Wed, Jan 27, 2010
Sun Life Stadium is now the name of the home of the Miami Dolphins, the University of Miami Hurricanes, the Florida Marlins, and the FedEx Orange Bowl. It will host this year's Pro Bowl and Super Bowl.
Wed, Jan 27, 2010
The new campaign grew from a survey suggesting that half of retirees wish they'd focused more on their ‘life goals’ when preparing for retirement.
Wed, Dec 02, 2009
Agents prefer different business practices depending on their years in the industry and whether they're captive or independent, a Mintel survey shows.
Wed, Sep 30, 2009
A Dutch pension administrator hopes a mildly racy comic book will help educate its plans' younger bus drivers and railway workers.
Wed, Aug 26, 2009
This ad drew a wide range of responses. Many reviewers said it “spoke to them.” Some said it left them cold.
Wed, Aug 26, 2009
Should you be concerned about where you rank in search engine results? Yes, says David Macchia.
Tue, Aug 25, 2009
About one-third of affluent investors make all their own retirement decisions, the Phoenix study showed.
Wed, Aug 12, 2009
The U.S. unit of the Canadian insurer has also hired the ad agency that created Geico's Gekko and Caveman campaigns.
Tue, Jun 02, 2009
Iowa insurance man Curtis Cloke thinks he has solved the "annuity puzzle" by building ladders of deferred income annuities for his clients. Now he and his partners are scaling up his "Thrive" system and taking it national.
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RIJ Publishing, 4340 Knollwood Dr., Emmaus, PA 18049, 610-965-3103
Retirement Income Journal is an online magazine dedicated to writing for and about the industry that has coalesced around the challenge of helping Americans turn their savings into secure lifetime incomes. This industry includes members of the insurance, asset management, banking, pension, structured products, reverse mortgage, information technology, financial planning and academic communities and the professional organizations that serve them.
Send editorial queries to kerry.pechter@retirementincomejournal.com.
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