Understanding Annuity Buyers

Defining the profiles of annuity buyers underscores the varied priorities of individuals who purchase annuities.

June 2019 |  Read Article

The Factors That Put Women At A Disadvantage In Retirement

Women’s retirement challenges can translate into opportunity in serving this market.

May 2019 |  Read Article

Who Are Your Warm Annuity Prospects?

A poor engagement with an annuity prospect means a lost sales opportunity.

April 2019 |  Read Article

Disruption: The Perceived Threat Is Real

New market entrants are the greatest potential disruptive threat to the financial services industry.

March 2019 |  Read Article

Digital Model Plus Personal Touch: Just The Right Blend

Technology allows for greater business efficiency and streamlined processing while allowing advisors to expand their personal sales capacity.

February 2019 |  Read Article

Plan Advisors Show Interest In DC Income Strategies

As more advanced decumulation strategies enter the financial world, professional advice is more important than ever.

January 2019 |  Read Article

Helping Retirees Crack Open Their Nest Eggs

Some retirees are more interested in preserving their assets than in spending them. Here is how advisors can help them convert those assets into income.

December 2018 |  Read Article

It’s All In The Timing: Making The Right Retirement Decisions

Regardless of many workers’ best intentions, early retirement is common. Here is how advisors can come to the rescue.

November 2018 |  Read Article

Are Employers And Workers On The Same Page With Benefits?

Research finds that there’s room for advisors to add real value to benefits programs and efforts.

October 2018 |  Read Article

Protecting Loved Ones Isn’t Cliché

The life insurance industry must provide information in ways that reflect how consumers are thinking about coverage and that appeal to the younger generations.

September 2018 |  Read Article

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