Be a ‘Succession Planter’ of Lifetime Income
Here's an income plan for a hypothetical 65-year-old couple with $1.6 million in savings, a real income goal of $8,000/mo. in retirement, and a legacy goal of $1.5 million.
A Second Structured Annuity Offers Income
CUNA Mutual Group invades Allianz Life airspace by launching 'Zone Income Annuity.' It's the only structured index annuity besides Allianz Life's Index Advantage Income to offer a lifetime income option. The two contracts differ in small but significant ways.
Executive Interview: PRU’s Kent Sluyter
The president of Prudential Annuities since 2017, actuary Kent Sluyter spoke with RIJ recently about financial wellness and about his firm's pivot to a new generation of individual annuities.
News
New report assesses future of ‘liquid alts’
“Alternative assets are expected to grow with robust momentum, and double their share of total mutual fund assets in the next two years,” said Michele Giuditta, associate director at Cerulli, in a release.
