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Taiwan Grapples With Retirement Finance
Wed, Oct 28, 2009
Over lunch in Taipei, economist Jack Wu explained the pension dynamics of an aging society.
Industry Views
Should Annuity Firms Care About Social Media?
The annuity industry has been slow to adopt social media. But given the industry’s target audiences, does it matter? Download an excerpt from the report "Social Media: Trends and Tactics in the Financial Services Industry."
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
Cover Stories
Unsolved Mystery
Wed, Oct 21, 2009
In Matt Greenwald's "mystery shopper" experiment, near-retirement couples met with eight financial advisors to find out if they would recommend income annuities. None did.
In the ‘Green Zone’ with Jim Otar
Wed, Oct 14, 2009
The Toronto engineer-turned-advisor has self-published an exhaustive new book and launched a refined version of his Retirement Optimizer software.
'Old People with Attitude and Expectations'
Tue, Oct 06, 2009
Boomers hope for a long and feisty retirement. But at the Longevity 5 conference in Manhattan last month, experts saw global aging as a threat almost as great as global warming.
Featured Stories
Gray Zone Strategies
"If you are in the gray zone, be very leery about any strategy that does not involve some form of annuities," Otar writes.
Neapolitan Annuity
Hartford Life’s new Personal Retirement Manager is three products in one. It bundles a deferred income annuity with a variable investment and a fixed return account.
News
Fed To Review Compensation at Banks—Confidentially
Wed, Oct 28, 2009
The Fed intends to cut executive pay at bailout recipients Citigroup, Bank of America, the American International Group, General Motors and Chrysler.
Labor Secretary Links Health Care Reform, Retirement Security
Wed, Oct 28, 2009
“My own father, who had a stroke last year, has seen his prescription drug costs skyrocket," said U.S. Secretary of Labor Hilda Solis.
Life Insurance and Annuities Excluded from CFPA Jurisdiction
Wed, Oct 28, 2009
The Insured Retirement Institute testified that given the current regulatory protections, adding another layer of regulation to the insurance industry is unnecessary.
It’s the Year of the Un-COLA for Social Security
Wed, Oct 28, 2009
Last year, by contrast, beneficiaries received a 5.8% COLA, as spiking gas prices triggered the largest increase since 1982.
One-Third of Health Care Spending Wasted
Wed, Oct 28, 2009
“By attacking waste, health care costs can be reduced without adversely affecting the quality of care or access to care,” said Robert Kelley of Thomson Reuters.
