insurance product

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  3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 1

  By Michael E. Kitces  |  March 5, 2013

  A planner for the price of gym and cable, and two other ways to tap this underserved market.

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  Five Good Questions for Moshe Milevsky

  By Bob Seawright, Madison Avenue Securities  |  September 17, 2012

  From solving the annuity puzzle to figuring out the best role for GLWBs, the retirement-planning expert has some revealing insights

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  Top 10 Investor Threats for 2012: Some New, Some Old

  By Melanie Waddell, AdvisorOne  |  August 24, 2012

  NASAA’s annual list of financial products and practices that threaten to trap unwary investors has been broken into two parts this year: new threats and persistent (or old) threats.

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  Supreme Court Upholds Health Care Law

  By Allison Bell  |  June 28, 2012

  In a surprise, Chief Justice Roberts joins 5-4 opinion, justifying ruling by calling individual mandate a tax and not a penalty as stated in the law.

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  An Annuity Alternative to LTC Insurance

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  November 12, 2011

  Can LTC annuities supplement or expand the LTC portion of your practice?

• Mercer Incorporates Retirement Income Solution in 401(k) Offering

  By John Sullivan, AdvisorOne  |  October 31, 2011

  Mercer, a global HR outsourcing company owned by Marsh and McLennan, and Financial Engines, an RIA founded by Nobel Prize-winning economist Bill Sharpe, announced Monday that Financial Engines’ Income+, a retirement income platform designed specifically for 401(k) plans, has been rolled out to Mercer’s defined contribution administration client base.