longevity insurance

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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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  Top 20 Companies for Annuity Sales in 2012

  By Melanie Waddell, AdvisorOne  |  March 21, 2013

  Total sales of annuity products reached $219 billion in 2012—the lowest level since 2005, according to LIMRA.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  How New Deferred Annuities Provide Income Early in Retirement

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  November 8, 2012

  Creating products to provide sustainable retirement income for the diverse group of baby boomers just entering retirement has presented a big challenge for insurance companies, but they’re stepping up.

• Balancing Retirement Risks

  By Michael Finke  |  August 23, 2012

  How much should a new retiree spend each year?

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  Milevsky: What Is Your Financial Legacy – Today?

  By Moshe A. Milevsky  |  May 24, 2012

  In the beginning, life insurance was perceived as just another gamble, or a game of chance, involving three parties.

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  Five Facets of a Secure Retirement

  By Peng Chen  |  May 22, 2012

  There are two primary risks typical investors face in managing their retirement portfolios.

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  Milevsky’s ‘7 Most Important Equations’ on Retirement Offers 7 Crucial Ideas for Advisors

  By Gil Weinreich, AdvisorOne  |  May 1, 2012

  Moshe Milevsky, whose new book will be released in June, has become a rock star on the advisor lecture circuit. Why?

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  Planning for a Long Life: Longevity Insurance and Deferred Annuities

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 23, 2012

  The Treasury Department has proposed rules that may encourage consumers to purchase longevity insurance.

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  Reversionary Annuities: A Low-Cost Way to Protect Surviving Beneficiaries?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  December 31, 2011

  Reversionary annuities are a low-cost way to ensure that a surviving beneficiary will have adequate income after the death of another.