Blogs

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  How to Spring Into the Retirement Plan Space

  By Ric Lager  |  April 8, 2013

  With a few key prospecting steps, advisors can position themselves for growth with corporate and individual clients

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  When Clients Outlive Their Longevity Insurance: QLACs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  April 3, 2013

  Favorable IRS treatment makes QLACs—deferred annuity products—more appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.

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  What Advisors Don’t Know About Variable Annuities: VA Mechanics

  By Mike Henkel, Achaean  |  April 2, 2013

  To understand how VAs differ and where they fit in a client’s portfolio, first understand their common traits, like how a guaranteed withdrawal rate actually works.

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  Navigating the Social Security Maze: Spouses and Survivors

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  March 26, 2013

  When spousal benefits and survivor’s benefits are added to the retirement income equation, the complexities of determining an anticipated Social Security income stream become even more acute.

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  How to Evaluate Lower-Priced Guaranteed Lifetime Income VAs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  March 19, 2013

  Asset allocation is more important than ever in newer variable annuities.

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  The Successful Retirement Plan Advisor, Pt. 5—Profile in Success—Voyage Financial Group

  By Liz Davidson, Financial Finesse  |  March 18, 2013

  Voyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.

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  Want to Retain Client Assets? Get to Know Your Clients’ Kids

  By Kirk J. Hulett, MS, Securities America Financial  |  March 7, 2013

  The time to address generational wealth retention for your practice is well before those assets change hands. Start with a family meeting.

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  The Successful Retirement Plan Advisor, Pt. 3: Profile in Success— Jason Chepenik

  By Liz Davidson, Financial Finesse  |  March 4, 2013

  Advisor Jason Chepenik’s two key principles for success: setting the stage for referrals by working tirelessly to find the root problem to his clients’ retirement issues and building custom plans to meet plan sponsors' needs.

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  The Successful Retirement Plan Advisor, Pt. 2: Profile in Success—Trisha Brambley

  By Liz Davidson, Financial Finesse  |  February 25, 2013

  As part of our series on what the most successful retirement plan advisors have in common, we profile Trisha Brambley of Retirement Playbook Inc.

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  New Retirement Planning: The Benefits of Patience on Annuities

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 25, 2013

  Creating a sustainable retirement income stream is more challenging than ever, but a Society of Actuaries study provides some room for hope, if annuity owners can be patient.