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Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits. The problem is, these products have a number of hidden drawbacks. Financial advisors need to keep clients informed.
Product development in the retirement income space has exploded, and for good reason. With about 77 million Baby Boomers coming up on retirement, advisors will have to deal with a larger pool of clients transitioning from the asset accumulation...
Seattle: “The market is taking a major tumble and the few clients I have are calling the office frantically,” moaned Ethan as we began our coaching session. “I know you’re going to tell me this is a great time for prospecting, but I can’t keep my...
S&P’s downgrade isn’t the problem, say wealth management and family office executives; it’s worse than that. The problem is the nations’ underlying structure of political, economic and fiscal problems—they are a legitimate cause for long-term...
“The markets are oversold and have dropped too far, too fast, especially in light of fairly solid fundamentals,” said Terry Morris, senior equity manager at National Penn Investors Trust Company, a division of National Penn Wealth...