Lisa Plotnick

• Cerulli's Plotnick Joins Insured Retirement Institute

  By Melanie Waddell, AdvisorOne  |  January 10, 2011

  Former director at Cerulli Associates, Lisa Plotnick, joins IRI to boost annuity, insurance-related research

• Cerulli's Plotnich Joins Insured Retirement Institute

  By Melanie Waddell, AdvisorOne  |  January 10, 2011

  Former director at Cerulli Associates, Lisa Plotnick, joins IRI to boost annuity, insurance-related research

• Retirement Planning: Warming Up to Annuities

  By Melanie Waddell, AdvisorOne  |  June 1, 2009

  While still taking a cautious approach to their use of annuities, registered investment advisors are steadily increasing their use of immediate annuities for rollover dollars,...

• Passing It Along

  By Kara P. Stapleton  |  January 1, 2009

  Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink...

• Drivers of Annuity Sales

  By Melanie Waddell, AdvisorOne  |  July 1, 2008

  Assets in annuities will jump to $2.9 trillion by 2012--a compound annual growth rate of 7.9%--sparked by demographic trends and product development that addresses both...