Holiday Cheer

Forget doom-and-gloom. Recent research suggests that the Crash of 2008 will not prevent most Boomers from retiring as planned.

Why Indexed Annuity Sales Are So Strong

Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?

Lessons from a Living (DC) Experiment

Israel has found that even a mandatory defined contribution system can’t resolve all of the behavioral, economic, or administrative issues that prevent low-income and minority workers from saving for retirement. (Photo: Mahane Yehuda market in Jerusalem.)

What Advisors Want from Annuity Issuers

This week, RIJ received a press copy of “What Advisors Want from Annuity and Insurer Providers-2019,” a study by Practical Perspectives, a Boxford, MA-based financial services market research firm.

It’s Reigning Buckets

Envestnet's new PlanHorizon income distribution method resembles other 'bucket methods' like IFLM and RetireSense, but also integrates the bucket method into the firm's full-service investment and administrative platform for independent advisors.

Nuances of Insurance Wholesaling Revealed

Agents prefer different business practices depending on their years in the industry and whether they're captive or independent, a Mintel survey shows.

IRI Says It’s “Time to Feel Free” Again

With its first-ever web video, the Insured Retirement Institute says as much about its own post-NAVA makeover as it does about the hipness of guaranteed retirement income. The one-minute effort to get Boomers thinking about retirement is intended for viral dissemination.