Home Your Thriving Practice Market Insights Market Insights Market Insights Filter by topic Accumulation Annuities Bonds (-) Income Inflation Longevity Pension Practice Management Protection Retirement RMD Social Security Stock Market Tax planning Market Insights Rethinking the 4% rule for retirement spending Inflation and market uncertainty are causing anxiety. In a new interview, the creator of the 4% rule says now might be the time to adjust retirement spending habits. Market Insights Ensuring a legacy despite RMDs Could RMDs disrupt your clients plans to leave a legacy? An optional rider on an annuity such as Enhanced Death Benefit might help keep them on track. Market Insights Consumers are looking for lifetime income A recent survey of over 1,000 consumers reveals an increase in interest for, and opinions about, guaranteed lifetime income. Market Insights Is 90 the new 80? It’s a fact. Americans are living longer. Are your clients prepared, financially, to live to 90 and beyond? Market Insights A bumpy road for boomers Are your boomer clients ready? A recent survey of over 800 baby boomers reveals that only 25% of boomers believe they will have enough money in retirement. Market Insights Does the 4% rule still apply? The 4% rule doesn’t guarantee anything. It might be time to help your clients look for other guarantees for their retirement. Market Insights Help your clients "protect" their largest asset Longevity and market volatility are the enemies of your client’s retirement portfolio. What steps can your clients take to make it last as long as they do? Market Insights Retire your risk See how the Alliance for Lifetime Income is looking to help people prepare for what could be a 30+ year retirement. Market Insights The Social Security Talk What’s your client’s plan for taking Social Security? Do they plan to claim early? Or should they wait? Have you had “the talk”? Your Thriving Practice A destination to empower financial professionals to build, manage, and grow their practice Visit Your Thriving Practice Practice Management Advanced Markets Market Insights Thought Leadership Read articles Listen to podcasts Watch videos Browse workshops
Market Insights Rethinking the 4% rule for retirement spending Inflation and market uncertainty are causing anxiety. In a new interview, the creator of the 4% rule says now might be the time to adjust retirement spending habits.
Market Insights Ensuring a legacy despite RMDs Could RMDs disrupt your clients plans to leave a legacy? An optional rider on an annuity such as Enhanced Death Benefit might help keep them on track.
Market Insights Consumers are looking for lifetime income A recent survey of over 1,000 consumers reveals an increase in interest for, and opinions about, guaranteed lifetime income.
Market Insights Is 90 the new 80? It’s a fact. Americans are living longer. Are your clients prepared, financially, to live to 90 and beyond?
Market Insights A bumpy road for boomers Are your boomer clients ready? A recent survey of over 800 baby boomers reveals that only 25% of boomers believe they will have enough money in retirement.
Market Insights Does the 4% rule still apply? The 4% rule doesn’t guarantee anything. It might be time to help your clients look for other guarantees for their retirement.
Market Insights Help your clients "protect" their largest asset Longevity and market volatility are the enemies of your client’s retirement portfolio. What steps can your clients take to make it last as long as they do?
Market Insights Retire your risk See how the Alliance for Lifetime Income is looking to help people prepare for what could be a 30+ year retirement.
Market Insights The Social Security Talk What’s your client’s plan for taking Social Security? Do they plan to claim early? Or should they wait? Have you had “the talk”?