Could see more takers than buybacks proposed by rivals; 'great option if you're on your deathbed'
Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients
Reps are none too thrilled with Jackson National's cuts to some VA features, particularly since the carrier offered only a few days' notice before the changes take effect. Said one harried adviser: "It's offensive."
Investors to get their money back — in ten years or so
Insurer originally sought $2.1 million in case involving 131 parishioners; only two defendants left
Search for guaranteed income boosts sales; rising stock market fails to lift VAs
Different trusts benefit from puny rates, tax adviser says; 'lock those in now'
Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away
Co-mingling assets in model plans would create scalable cost efficiencies
New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic
Sometimes it makes sense for one spouse to claim benefits early.
But catch-up contribution caps for workers 50 and older remain unchanged
The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.
States below the Mason-Dixon line least expensive for nursing homes, assisted living
