Updated Monday, December 22, 2014 as of 4:55 AM ET
What the Rise of Minorities Means for Advisors: Retirement Scan
The increasing Asian, Hispanic and other minority groups will have an impact on the development of products, services and training; Plus, more than half of American households may not maintain standard of living in retirement.
More in Insurance
Nearly 97% of respondents said they were very or somewhat knowledgeable about saving for retirement, but just 20% passed a test to prove it; Plus, strategies to increase retirement income. more »
If your clients think they're going to make money off the policies they're buying, it's time to give them a reality check. more »
The Supreme Court agreed to review a challenge to the tax subsidies allowed under the Affordable Care Act, a critical aspect of the law meant to help uninsured individuals better afford health care coverage. more »
Policyholders may be able to reduce benefits and still get good coverage; Plus, using direct deposit for income checks can help retirees avoid becoming victims of fraud. more »
Income planning can save clients thousands of dollars a year in premium tax credits. more »
As many of your clients have enjoyed gains in their 401(k) plans from a surging stock market, lower-income workers have lost ground; Plus, how to save on Medicare expenses more »
Millennials feel guilty about this common financial decision—but they shouldn't; How is Partners Group solving the 401(k) puzzle?; How to fund retirement with your life insurance more »
Former insurance company advisor's 30 victims included friends he had grown up with, according to prosecutors. more »
The IRS has issued new draft instructions, notices and a publication to help taxpayers and tax practitioners deal with the Affordable Care Act. more »
As more companies offer ‘financial wellness’ benefits to employees, planners have a chance to build new relationships. more »
Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money more »
Are long-term insurance hybrids all they're cracked up to be; 3 reasons not to raid your retirement accounts; How dividends can make the 4% rule easy more »
Industry struggles have meant a raft of changes for planners and their clients. more »
The December Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

January 19, 2015 |

January 26, 2015 |

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

Already a subscriber? Log in here