‘Tell Ken Fisher To Stuff It’

That's what variable annuity pioneer Bob Saltzman said at the Insured Retirement Institute's 25th anniversary conference in Florida this week. The fiduciary rule, he added, will lower the cost of annuities and make them more competitive.

‘Rothification is a Stupid Idea’

During a panel discussion at the IRI conference, former Treasury official Seth Harris, Voya's Sean Cassidy and former Oklahoma congressman J.C. Watts shared strong opinions about tax reform, the DOL fiduciary rule and Donald Trump.

Trump Tax Plan Revealed

'The framework retains tax benefits that encourage work, higher education and retirement security,' said the report issued by the White House Wednesday. It was entitled, Unified Framework for Fixing Our Broken Tax Code.

How wholesalers should adapt to disruption: DST

A new report from DST, "Prevailing in a Changing Distribution Landscape," describes how investment product wholesalers can respond to changes in the advisory and brokerage world.


September 21, 2017

Bob Reynolds’ & the Future of 401k

Reynolds emphatically favors the investment interpretation, as does Brian Graff of the American Retirement Association and other industry advocates.
September 14, 2017

On the Case: Income from a ‘Certified’ Used Annuity

In this latest income solution for "Andrew and Laura," a real couple near retirement, Bryan Anderson of AnnuityStraightTalk and Nathaniel Pulsifer of DCF Exchange combine a secondary market annuity, an indexed annuity and equities...
September 7, 2017

Bill Sharpe’s ‘Lockbox’ Strategy

The Nobel Prize winner's new e-book describes a retirement income generation method that combines Modern Portfolio Theory and income annuities. Advisors, life insurers, quants and even retirees should find it valuable.