By Kerry Pechter
Insurance super-agent Stan Haithcock, aka Stan the Annuity Man, says that his new cluster of annuity sales websites position him to become the first truly direct seller of fixed annuities in the digital channel. 'This is my shot across the bow to agents,' Haithcock said.
By Kerry Pechter
At the EDHEC Risk Institute in France, financial researchers are trying to figure out how advisors can leverage technology to "mass customize" the goal-based approach to retirement income planning. It won't be a walk in the park.
By Kerry Pechter
Target marketers, the word "retirement" is a buzzkill. That's what sociologists at research startup MotivIndex concluded after studying Facebook threads, Instagram feeds, and LinkedIn posts.
By Kerry Pechter
Conceived by Solomon Huebner (pictured in the 1950s) to give life insurance salesmen a professional gloss, The American College has, with money from New York Life, become Retirement Income U. Its RICP designation has 2,000 grads and another 8,000 enrollees.
