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.

How Debt Affects Retirement

“Remaking Retirement? Debt in an Aging Economy," was the theme of the 65th annual symposium of the Wharton School's Pension Research Council, held last week in Philadelphia. (Photo: Kitchen and retirement makeovers sometimes occur in tandem.)
Anecdotal Evidence

It’s No Joke: The Fed’s Comic Book is Wrong

The educational comic book from the New York Fed means well but perpetuates the myth that money was created in the private sector to facilitate barter and enabled commerce to flourish. History shows otherwise.
Anecdotal Evidence

Annuities that Pay Cash Back Rewards

Gainbridge, a insur-tech startup, aims to sell fixed deferred and period certain income annuities online. Its sister company, Relay, uses annuities to fund cash back rewards cards. Both firms are part of Group1001 (formerly Delaware Life Holdings).
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Anecdotal Evidence

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.
Anecdotal Evidence

Get Smart

With its inflation-adjustments and liquidity features, Lincoln's new SmartIncome SPIA is designed to answer the usual objections to income annuities.
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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.
Anecdotal Evidence

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.
Anecdotal Evidence

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.