retirement

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  Running out of funds in retirement

  By Michael K. Stanley  |  June 19, 2013

  Fifty-nine percent of advisors report that they have a “major concern” about their clients outliving their assets.

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  FIUL prospects: Think older

  By Jason Wellmann  |  June 12, 2013

  Product enhancements mean fixed index universal life can work for more people these days.

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  Take pension benefits to the max

  By Bradley Zucker  |  June 11, 2013

  Pension maximization through life insurance can help your boomer clients — and your practice.

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  Oldest boomers are now fully retired

  By Warren S. Hersch  |  May 23, 2013

  The number of the oldest boomers who are retired continues to rise, with 52 percent fully retired now, up from 45 percent in 2011 and 19 percent in both 2008 and 2007.

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  Rising health costs remain top concern of affluent

  By Warren S. Hersch  |  May 20, 2013

  The survey finds that rising healthcare expenses remain a top concern of 80 percent of mass affluent investors. This is down from 84 percent in October 2012 and 89 percent in April of 2012.

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  Retirement confidence differs globally

  By Warren S. Hersch  |  May 14, 2013

  The research found that 12 percent are “very optimistic” that they will have enough money to live on when they are retired.

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  Plan for today, tomorrow and the future

  By Philip E. Harriman  |  May 14, 2013

  Having a succession plan in place is good for you ... and your clients.

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  IUL: One solution for two big problems

  By Brian Bulakites  |  May 14, 2013

  Lacking both life insurance and adequate retirement funds, how should baby boomers prioritize? With indexed universal life, they don’t have to.

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  Discrepancy in actual, anticipated health-care expenses

  By Warren S. Hersch  |  May 13, 2013

  People should be prepared to spend approximately 30 percent of their income on health care expenses in retirement, 10 percent more than most people anticipate spending.

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  Advisor headcount to decline through 2016

  By Warren S. Hersch  |  May 7, 2013

  A study pegs the number of advisors in 2016 at 298,000, down from an estimated 309,000 at year-end 2012.