Chip Anderson Selected to Join NAFA’s Board of Directors Chip Anderson of Creative Marketing Corporation has been selected to join the Board of Directors for The National Association for Fixed Annuities (NAFA). Anderson’s three-year term officially began at NAFA’s annual membership meeting on Oct. 28 in Houston, TX. Leawood, KS (PRWEB) December 20, 2010 Chip [...]
Upside-down pyramid by Rob Brinkman
I spend a lot of time studying our industry, in particular the top performers in how and what they did to become successful. While reading about guaranteed investment offerings this weekend I was reminded about the perspective one of the country’s top advisors shared with me back in the late ’80′s. He was (and still [...]
The Right Word or Phrase By Steve Sanduski
Recently, my youngest daughter and I attended a casual end-of-the-season celebration for her middle-school tennis team. The two coaches each took a moment to say a few words about the players. When the coach called my daughter’s name, she happily bounced out of her chair and briskly walked to the front of the room. As [...]
Retirement Crisis: 4 of 10 Americans Delaying Retirement
By John Schoen, Senior Producer Is your retirement plan on track? If not, you’re in good company. Some 40 percent of U.S. workers say they’re going to have to delay retirement because they can’t afford to stop working, according to a survey released this week by consultants Towers Watson. The biggest reasons cited were the losses [...]
Minds over money: How to win the retirement game of risk – Sep. 8, 2008
Moshe A. Milevsky is a math whiz who trains his brainpower on retirement planning. His view: Success comes to those who hedge their bets. Interview by Eric Schurenberg, Money Magazine managing editor Last Updated: September 11, 2008: 12:15 PM EDT “Stop thinking about how to beat the market and start thinking about an income you [...]
The Coming Baby Boomer Retirement Crisis? Avoid Early Withdrawal Traps
Posted by Ted Connolly 09/24/2010 10:08:00 AM EST Between 1946 and 1964, more than 76 million American children were born. The first of these “Baby Boomers” begin to reach the historic retirement age of 65 in 2011. By 2030 all boomers will be over 65 and will represent an estimated 20 percent of the population. [...]
Managing Money is for the Birds by Steve Sanduski
I have a hanging-style bird feeder just outside one of my home windows. It’s so close that I can practically tell the color of the birds’ eyes. One thing that I find rather fascinating about these creatures is their “peck to protect” ratio. It seems that for every one time they peck for a seed, [...]
Inflation Index Annuity Retirement Income | Go To Retirement
July 20, 2009 by Mr. GoTo Filed under Annuities Inflation is the great killer of long-term retirement dreams. Inflation is also a great unknown. When it will hit, how hard, and for how long is difficult to predict. This can add significant complexity to retirement planning. Many of us want to simplify, not add complexity [...]
Are GLWBs a good value for all index annuity buyers?
Scott Stolz is a friend and one of the most highly respected professionals in our industry. He leads the venerable Raymond James insurance and annuity marketing group, which is highly focused upon consumer benefits and a leading distributor of annuities in the U.S. I believe these numbers would be more favorable for GLWB if the [...]
At Pershing Insite, Moshe Milevsky Asks: Are You a Stock or a Bond? | Advisor One
Image via Wikipedia I find Moshe Milevsky the most refreshing mind of our day in the field of pensions, retirement and perhaps most importantly, his constantly fresh take on the real issues of the retirement savings crisis. His statistics on the demise of defined benefit plans–and hence the immediate need for private pensions should [...]
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American Equity Lifetime Income Rate Changes — Effective June 3rd, 2013
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10 Keys To Becoming A Successful Financial Advisor
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Great American Revised Fixed-Indexed Annuity Rates
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Genworth Update: NAIC Suitability Model Regulation Requirements of Producers
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Great American Revised Fixed-Indexed Annuity Rates
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10 Keys To Becoming A Successful Financial Advisor
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American Equity Lifetime Income Rate Changes — Effective June 3rd, 2013