News

13
Feb

Looking for a long-term relationship? Discover how FIAs may be your answer.

Looking for a long-term relationship? Discover how FIAs may be your answer. This Valentine’s Day, join the Indexed Annuity Leadership Council (IALC) in spreading the love for fixed indexed annuities (FIAs). With the ability to grow and protect your nest egg, FIAs could be the long-term relationship you have been looking for to ensure a steady income stream during retirement.

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7
Feb

The Misunderstood FIA

The Misunderstood FIA In recent years, we have seen an uptick in the interest of fixed indexed annuities (FIAs), but there is still a great deal of misunderstandings about this retirement product – down to even its most basic principles. Let’s start with defining FIAs. These products are long-term retirement options purchased from an insurance company that guarantee principal protection,

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6
Feb

Putting Monday’s Drop in Perspective

Putting Monday’s Drop in Perspective The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of staying disciplined even when

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2
Feb

What Is a Romantic Partner Really Looking for? (It’s probably not what you think)

What Is a Romantic Partner Really Looking for? (It’s probably not what you think) In this Instagram-able world, when it comes to attributes we look for in a romantic partner, we might think “looks” and “style” would come up at the very top of the list. Not so. And that’s good news, because besides sense of humor (which for most

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2
Feb

Working with Retirement Income Buckets – Webinar Q&A

Working with Retirement Income Buckets – Webinar Q&A Wade Pfau’s latest book gives much needed insight into how retirees can spend money in retirement without constantly worrying about going broke. Source: Retirement Researcher Working with Retirement Income Buckets – Webinar Q&A

1
Feb

Protect the Ones You Love

Protect the Ones You Love February is here — the month that celebrates love and romance and of course, Valentine’s Day. In a recent survey, Life Happens (a nonprofit life insurance organization dedicated to consumer education) found that people would much prefer their romantic partner plan for their financial future (44%) than buy them gifts (8%).1 Does this statistic surprise

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29
Jan

Wondering How Tax Reform Will Affect Your Retirement Savings Plans? Executive Director Jim Poolman Weighs In.

Wondering How Tax Reform Will Affect Your Retirement Savings Plans? Executive Director Jim Poolman Weighs In. With President Trump signing the most sweeping overhaul of the U.S. tax reform system in more than twenty years, you may be questioning the future of your retirement planning portfolios. Even though no notable retirement plan provisions were included in the final tax bill,

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24
Jan

Join Us for a Special “Insure Your Love” Twitter Chat on Valentine’s Day

Join Us for a Special “Insure Your Love” Twitter Chat on Valentine’s Day Join Life Happens as we moderate a Twitter Chat focused around romance, couples and finances during Insure Your Love Month. We anticipate plenty of activity from consumers, the media, insurance companies, agents and advisors. We hope the chat helps promote how important financial fitness, including having adequate

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16
Jan

Three Ways to Help Americans Save More for Retirement

Three Ways to Help Americans Save More for Retirement One in five Americans have absolutely nothing saved for retirement. That’s according to new data released in October by the Indexed Annuity Leadership Council (IALC). Just as alarming as the number of nonexistent retirement accounts: More than half of Americans admitted they do not have a retirement plan that will carry them

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15
Jan

2017 – Q4 Quarterly Market Review

2017 – Q4 Quarterly Market Review 2017 – Q3 Quarterly Market Review Source: Retirement Researcher 2017 – Q4 Quarterly Market Review