Interactive software helps advisers initiate planning discussions with clients
InvestmentNews Chief Content Officer George Moriarty talks about how annuity sales fared during the first quarter
The economic slowdown resulting from COVID-19 will cut into the program’s revenue and boost its expenses
The aging of baby boomers increases the urgency around LTC planning
Amid the unprecedented economic disruption, independent contractor financial advisers are among the small business owners adversely impacted
During these challenging times, it is more important than ever that we protect and expand access to financial advice
The fixed annuity marketplace will be open to the association's 38 million members
Only 3.9% of participants took withdrawals and even fewer reallocated assets
Key interest rates set by the IRS for estate planning purposes have never been as low as they are starting this month
Some firms are waiving or reducing fees for clients who have been financially affected by the current crisis
The agency may not complete the legislation until late in the year, while it deals with fallout from COVID-19
The Pension Protection Act allows 1035 exchanges from an existing nonqualified annuity into a long-term care qualified annuity
The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place
Opportunity zone funds have taken in over $10 billion, and more than $3 billion of that was invested since January
Survey shows majority of advisory clients still plan to retire on time
Baby boomers are at a particularly high risk for permanent job loss, and that could affect retirement security
The planning tool will help advisers explain the role of annuities in retirement
A recent bill proposes tripling 401(k) and IRA limits this year
Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans
The insurance giant announced an exclusive deal to distribute unit investment trusts
