Ally, Ally, InFRE

The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.

The Five Most Important Retirement Income Decisions

'Many of the decisions presented here are beyond the skills of most pre-retirees and retirees,' writes the author, a research scholar at the Stanford Center on Longevity. 'They’re going to need help.'

A Closer Look at CLOs (and Other U.S. Credit)

Bond mavens, check this out. A new SEC report describes how most of the $54-trillion dollar U.S. credit market survived last spring's financial crisis. It covers securitized 'leveraged loans,' which provide high-octane fuel for fixed indexed annuity issuers.

She’s Got Advice for Life Insurers

'Insurers can't remain wedded to product sales, which are becoming commoditized in a future that trends toward financial advice,' says industry veteran Michelle Richter, who just launched Fiduciary Insurance Services, LLC.
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Re-Start Your Engines?

Strong insurers offering VA income riders with attractive roll-ups did very well in the third quarter, but sales for the category as a whole were flat.
News

Ethnicity Alone Doesn’t Predict 401(k) Behavior

Workers of Asian descent in the U.S. were more likely to be eligible to participate in a 401(k) plan, more likely to participate, and likely to contribute more to their plans than other ethnic groups.

Phoenix Launches Two Indexed Annuities

The products offer three guaranteed income options, and investors can track the S&P 500 Index, the DJIA, the Dow Jones Euro Stoxx 50 Index or all three.

Tom Johnson Joins New York Life

Johnson is a board member of the Profit Sharing/401(k) Council of America and the Retirement Income Industry Association and a trustee for the Employee Benefit Research Institute.

Ally, Ally, InFRE

The International Foundation for Retirement Education, directed by Kevin S. Seibert, CFP, has been certifying retirement advisors since 1997. Now the certifier itself is certified.