Many firms have launched engaging online sales campaigns focusing on the Roth IRA conversion opportunities that will be available in 2010.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
Wed, Jan 20, 2010
The big mutual insurer plans to offer its managed account program, incubated last year among career agents, to third-party registered reps, says Michael Gordon, first vice president in the firm's U.S. life insurance and agency business.
Wed, Jan 13, 2010
A new critical survey of twelve retirement planning calculators shows why they're so frustrating to use.
Wed, Jan 06, 2010
AXA Equitable Life (and its trademark gorilla) have bounced back from the financial crisis with a novel variable annuity rider that pegs guaranteed accumulation and withdrawal rates to the 10-year Treasury rate, plus one percent.
Tue, Dec 22, 2009
You knew it all along, but now there's evidence. Most Americans are financially illiterate. Experts wonder how the millions who don't understand compound interest can possibly fashion successful retirements.
Viral Acharya and colleagues at NYU's Stern School of Business say the economy was pushed off a cliff by bankers skirting reserve requirements.
But there's no clear indication that Washington understands the nuances that make annuity decisions so complex and problematic.
A recent Journal of Financial Planning article on annuities was a bit perplexing.
Wed, Jan 20, 2010
Selling Alico would help AIG repay the federal government and might strengthen MetLife's position in Asia, an analyst said.
Wed, Jan 20, 2010
vWise's SmartPlan Enterprise “provides the benefits of a personal financial professional in a website available 24/7/365.”
Wed, Jan 20, 2010
“Many Americans aren't necessarily buying into the country's long-held belief that anyone with a dream can strike it rich,” said the editor of Bankrate.com.
Wed, Jan 20, 2010
The program, which combines live presentations with self-study materials, is approved for continuing professional education credit in 49 states.
Wed, Jan 20, 2010
He succeeds Robert T. Cassato, who will assume a new role as a senior advisor to Manulife Chief Operating Officer John D. DesPrez III on global distribution strategy.
Wed, Jan 20, 2010
If implemented, the proposal would require certain insurers to pay a fee equal to 0.15% of “covered assets.”
Wed, Jan 20, 2010
Most companies are predicting 2010 sales growth, premium growth and profitability to be modest to flat compared to 2009.
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RIJ Publishing, 4340 Knollwood Dr., Emmaus, PA 18049, 610-965-3103
Retirement Income Journal is a new 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. Advertising inquiries should be directed to randi.goldsmith@retirementincomejournal.com.
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