By Kerry Pechter
In this first of a series of RIJ articles on the evolution of fixed indexed annuities, you’ll hear from people at three broker-dealers: One who embraces them, one who still avoids them and one who sells them with mixed feelings.
By Kerry Pechter
Many outstanding research papers on retirement income were published in 2013. The ten described here contain ideas that annuity product developers, annuity marketers and financial advisers can apply to their work.
By Kerry Pechter
At the "T3" financial software trade show last week, a pair of robots warmed up the crowd with jokes about the limitations of high-tech planning tools. RIJ visited with reps from three tech firms: RetireUp, AskTRAK and Riskalyze.
By Kerry Pechter
After my father died, I called his reverse mortgage lender and said the house was theirs. Little did I know that I'd get "sued," that the house had to go through foreclosure and that the process would take over a year. There has to be a better way.