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How Can I Shield My Assets from Assisted Living Expenses?
AOL· 7 days agoMany retirees go to nursing homes as their needs increase, creating a dilemma for protecting their...
‘It is difficult to sit through the hype and double talk.’ I interviewed 5 financial advisers — all...
Market Watch· 4 days agoQuestion: I interviewed five different financial planners trying to find one that best suits my...
LIMRA Says Advisers Key to Driving In-Plan Annuities | PLANADVISER
PLANADVISER· 2 days agoAdvisers play a critical role in educating plan sponsors on in-plan annuities if there is going to be greater plan sponsor adoption, said Bryan Hodgens, head of distribution research, life and ...
Louisiana Moves to Adopt NAIC's Annuity Suitability Update | ThinkAdvisor
ThinkAdvisor· 4 days agoAssociation of Insurance Commissioners’ Suitability in Annuity Transactions Model Regulation,...
Annuity data firm Cannex inks partnership with Luma - InvestmentNews
InvestmentNews· 3 days agoThe lifetime income research provider’s collaboration brings a new tech platform to empower advisors...
How Can I Do a Roth Conversion in Retirement If I Don't Have Earned Income?
SmartAsset via Yahoo Finance· 4 days agoIn a previous article about Roth conversions, an advisor wrote: "For many folks, a prime time for...
Transamerica Announces New Collaboration With First Trust
Clearfield Progress· 4 days agoIndexing Solutions LLC ("First Trust") that adds the First Trust Equity Edge Index™ to the popular...
The pitfalls of single-solution financial advisors
Government Executive· 3 days agoPlanning for a successful retirement can be confusing and stressful. Not only do you have to understand your federal benefits and how they fit into your retirement income, but you suddenly have ...
9 Groups File New Suit Challenging DOL Fiduciary Rule Regs | ThinkAdvisor
ThinkAdvisor· 9 hours ago...the Insured Retirement Institute, the National Association for Fixed Annuities, Finseca, the...
Penn Mutual Expands Leadership
Clearfield Progress· 5 days agoStephen Kennedy has joined Penn Mutual as Chief Operating Officer.