Annuities

The products have grown in popularity after undergoing significant changes in recent years.

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

How often should CCOs pay a visit to branch offices?

Many retirees kept their financial assets for at least 20 years after retiring, according to a study by the Employee Benefit Research Institute.

Advisors should conduct a comprehensive suitability analysis before initiating 1035 exchanges.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

Sales dropped by 8% last year, but LIMRA finds reason for optimism in 2018.

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

Seniors looking to launch a business should consider collecting their retirement benefits early.

Retirees should take advantage of their flexible schedule, which allows them to go on vacation during off season to save on costs.

Retirees should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Variable products suffered their worst quarter in two decades, while fixed contracts also declined.

The strategy could provide lifelong cash flow by trimming longevity risk.

Nov. 27: Product shelves are changing as issuers modify their pitch to planners in the wake of the fiduciary rule and wane of traditional wholesaling.

Wholesalers have taken a new tack for a group leery of sales calls, regulation and litigation.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.