Take ‘AIM’ at Retirement Income Goals

In this excerpt from his new book, 'Lifetime Income to Retire with Strength,' AM Best actuary Bruno Caron presents an example of his 'AIM' retirement income planning method. He recommends income strategies with and without annuities.
Aon PEP to open

Honorable Mention

Aon PEP (pooled employer plan) opens in January; Life/annuity industry suffered sharp drop in net income in first nine months of 2020: AM Best; Morningstar to integrate ESG factors into research; Transamerica and Aegon launch defined benefit plan servicesPenChecks Trust launches online payment service for retirement plans; American Equity completes $337 million equity sale to Brookfield; will repurchase more shares; Principal promotes senior managers in Latin America and Asia; Alerus to acquire Retirement Planning Services Inc.


November 26, 2020

Treasury Nominee Janet Yellen (the Un-Steve Mnuchin)

Yellen, the first woman nominated for Treasury chief, is an academic economist, not a Wall Streeter. As Fed chief, she was known as an interest rate “dove;” more inclined to maintain high employment than...
November 19, 2020

Using Cash Value Life Insurance for Retirement Income

Cash value life insurance can be a versatile tool in the hands of a diligent financial advisor, writes our guest columnist, an Adjunct Professor of Advanced Planning at The American College of Financial Services....
November 12, 2020

CEO Chris Blunt of F&G Explains It All

In only about three years, Fidelity & Guaranty Life has leveraged the asset management skills of strategic partner Blackstone to become a major fixed indexed annuity provider. Blunt, F&G's CEO since 2019, explains exactly...