Longevity strategies

Here's four reasons your business might be struggling and what you can do about it.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

Medicare Part B premiums will stay flat next year, but most retirees will still pay more.

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

Advisors are just one tool in the box.

Most fortunes disappear by the time grandchildren have taken control.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

Policy owners who take out loans may need a rescue — but not all life preservers are created equal.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.