Unsolved Mystery
In Matt Greenwald's "mystery shopper" experiment, near-retirement couples met with eight financial advisors to find out if they would recommend income annuities. None did.
In the ‘Green Zone’ with Jim Otar
The Toronto engineer-turned-advisor has self-published an exhaustive new book and launched a refined version of his Retirement Optimizer software.
‘Old People with Attitude and Expectations’
Boomers hope for a long and feisty retirement. But at the Longevity 5 conference in Manhattan last month, experts saw global aging as a threat almost as great as global warming.
A Comic Approach to Participant-Ed
A Dutch pension administrator hopes a mildly racy comic book will help educate its plans' younger bus drivers and railway workers.
Featured
Green Zone Strategies
In Chapter 42 of "Unveiling the Retirement Myth," Otar explains how to advise the "Green Zone" clients whose assets can easily finance their retirements.
Get Smart
With its inflation-adjustments and liquidity features, Lincoln's new SmartIncome SPIA is designed to answer the usual objections to income annuities.
News
Fed’s Anti-Inflation Fire Drills Employ ‘Reverse Repos’
In theory, the Fed will be able to remove excess cash from the banking system by selling Treasuries to banks with the agreement to buy them back later at a higher price.
Retirement Opportunity Will Also Be Disruptive—Deloitte
Financial service companies hoping to capture "money in motion" must first address internal issues around operations and products, according to Deloitte's "Mining the Retirement Income Market" report.
From Down Under, A Novel Income Product
The Challenger Guaranteed Income Fund (GIF) aims to provide a monthly income stream and a return on capital after three, five or seven years.
No Health Insurance? You Court Financial Catastrophe
The assets of uninsured households declined between 30 and 50 percent among those ages 51 to 64 who experienced a major illness.
Marketing Online Education To Advisors
Our latest research shows that dynamic displays, such as Flash interfaces, offer firms engaging new ways to present and market online educational content to advisors.
Bank Holding Company Annuity Index Drops 15% in 2nd Quarter
Aggregate annuity revenue at the 10 bank companies covered declined 11%—from $331 million to $293 million.
