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By Gil Weinreich, AdvisorOne |
April 27, 2012
Bill Kantner had the kind of problem most advisors only dream of: 90 prospects from the same company were ready to retire and he needed a way to support their needs. Zachary Parker of Securities America had a solution.
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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
April 5, 2012
Major insurance carriers are abandoning long-term care coverage in record numbers. Several other options exist, but a smartly crafted annuity strategy may provide the solution while offering a substantial tax break.
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By Marlene Y. Satter & Ron Pechtimaldjian, AdvisorOne |
March 30, 2012
Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.
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By Janet Levaux, AdvisorOne |
March 26, 2012
Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.
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By Joyce Hanson, AdvisorOne |
March 15, 2012
The number of cash-strapped Baby Boomers age 62 to 64 taking out reverse mortgages has tripled since 1999, sharply lowering the average age of potential borrowers, according to a study released Wednesday by the MetLife Mature Market Institute.
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By Janet Levaux, AdvisorOne |
March 8, 2012
Assets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.
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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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By Danielle Andrus, AdvisorOne |
February 16, 2012
Women of all ages are placing a higher priority on self-reliance in finance, according to a report released Thursday by MetLife Mature Market Institute.
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By Ron Pechtimaldjian, AdvisorOne |
February 10, 2012
Stadiums and arenas used to be named to match the owners’ outsize egos or for some geographic locale or noble idea that resonated with fans: Comiskey Park, Candlestick Park, Boston Garden, are now named to match the owners’ growing thirst for cash.
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By Michael S. Fischer |
December 27, 2011
The last few days of 2011 can be critical for business owners to take advantage of year-end tax planning options. MetLife suggests three areas in the current tax environment that are worthwhile for business owners to consider before the new year rings in and for 2012.
