“Face-Off” at the IRI Marketing Conference

By Kerry Pechter
Annuity manufacturers and distributors went eyeball-to-eyeball at the Insured Retirement Institute's marketing conference in New York this week, where medical economist J.D. Kleinke (pictured here) was a featured speaker. Photo by IRI.

In League with the Angel of Death

By Kerry Pechter
Lawsuits filed in Rhode Island, New York and Illinois shed light on the sinister, multi-million-dollar strategy of using the dying as fronts to exploit variable annuity loopholes.

Easing a Widow’s Hardship

By Kerry Pechter
What's the best way for a 62-year-old man to say “I love you” to his wife? By waiting to claim Social Security benefits until he reaches full retirement age or later. Here's our third article in a series on retirement risks.

In Search of Plan C

By Kerry Pechter
“We have a crisis of confidence regarding retirement,” said assistant Secretary of Labor Phyllis C. Borzi at the NIRS conference in Washington, D.C. Tuesday.
Featured

A Regulatory Nudge Is Needed

By Martin Hutchinson
Since current Wall Street risk management methods are in the interest of those who work on Wall Street, they will not be changed except by regulatory means.
News