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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.

5 min read

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.

5 min read

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.

5 min read

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?

5 min read

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.

5 min read

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.

5 min read

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?

5 min read

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.

5 min read

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”?

5 min read

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