Blog

What we're reading and talking about.
Sandstone flowing

TIAA-CREF Life Insurance Company introduces new Vanguard Funds

TIAA announced the addition of seven new Vanguard Subaccounts to their Intelligent Variable Annuity® fund lineup, effective May 1, 2020....
Continue Reading
Franklin in Mask

Three Things RIAs Can Do Right Now

The unexpected Gift of Social Distancing The age of social distancing has given me an unexpected gift. I’ve found that...
Continue Reading
Volatility

The American Dream of Retirement…Allocations

Markets reacted terribly to news of the Corona Virus hitting American shores last week. Stocks suffered their largest weekly loss...
Continue Reading
Choice

Advisors Like and Need Variety of Annuity Options in Single Platform

In a recent InsuranceNewsNet article writer Katie Thompson cites a 2018 Global Atlantic survey that confirms what we’ve learned over...
Continue Reading
1099

Private Letter Ruling Offers Tax Relief for RIA Clients

A recent private letter ruling (“PLR”) offers tax relief for the annuity-owning clients of registered investment advisors. Issued by the...
Continue Reading
Radio Shack Advertisement

Are Fintech Firms Ignoring a Huge Opportunity?

If you’ve worked in financial services for the past 20 years, or you follow financial media, you might think that...
Continue Reading

In Looming Sequence-of-Returns Risk Battle, Annuities are “…the missing piece of the retirement income puzzle.”

Investment News Contributing Editor Mary Beth Franklin reports that two major themes emerged from the recent Retirement Income Summit in...
Continue Reading
flowing wire photo

Nobel Prize-Winning Economist Bill Sharpe is Looking for a Better Retirement Income Solution

Michael Finke of the American College interviews Nobel Prize winning economist Bill Sharpe about his latest research. “Finding a Better...
Continue Reading