Insurance and Annuities

Retirement Upside

Why More CFPs Are Seeking Retirement-Specific Credentials

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Tax-savvy retirement income planning was once a niche for financial planners, but the silver tsunami has changed that.

2 min read

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Retirement Upside

The ‘Not Great, But Not Bad’ Retirement Trap

Clients who thrive in retirement aren’t necessarily the wealthiest, but have designed their next chapter before leaving the last one.

2 min read
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Retirement Upside

Clients Flying Solo in Retirement Planning May Be Ahead of the Game

New research suggests the stereotype that single people are more financially vulnerable than families or couples needs rethinking.

2 min read
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Retirement Upside

The Annuity Sales Tactic That’s Backfiring on Advisors

The behavioral psychology technique of “social proof” has real persuasive power in many contexts, but not so much for selling annuities.

2 min read

Retirement Upside

Retirement Income Planning Is Now a Global Challenge

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Savings are increasing in defined contribution plans such as 401(ks), but many savers lack access to, and information about, guaranteed income sources.

2 min read

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