Overview of ThinkAdvisor Resources for Financial and Investment Advisors
Explore ThinkAdvisor's comprehensive resources for financial advisors and RIAs, including tax updates, growth surveys, and planning guides for enhanced client outcomes.
Annuities as a Reliable Income Supplement for Retirees: Insights on $50,000 Investment Payouts
Explore how a $50,000 annuity can provide predictable monthly income for retirees, including payout factors like age, annuity type, and tax considerations. Understand the role of annuities in retirement income strategies amid market volatility.
Estate Planning and Beneficiary Designations for Charitable Gifts in Insurance and Financial Accounts
Explore best practices for naming charitable beneficiaries on life insurance, IRAs, and financial accounts to optimize estate planning and support nonprofit legacies.
Study Reveals Life Insurance Coverage Gaps Threaten U.S. Household Financial Security
New research finds declining life insurance ownership and widespread financial inadequacy in American households, highlighting critical challenges for the U.S. insurance market and financial security planning.
Demystifying Indexed Universal Life Insurance: Key Features & Client Insights
Explore the complexities of Indexed Universal Life Insurance (IUL) including cash value growth, premium flexibility, floors and caps, and crediting methodology. Key insights for insurance professionals.
Athene Unveils Enhanced Fixed Indexed Annuity Products for Streamlined Financial Planning
Discover how Athene's latest enhancements to their Fixed Indexed Annuity products are simplifying financial planning for professionals, with Preset Allocations and new rider options.
AuguStar Retirement Enhances OrionShield Annuities with New Premium Bonuses
AuguStar Retirement introduces enhanced features for OrionShield annuities, including new premium bonuses and diversified index options, catering to the needs of independent marketing organizations and improving client financial security.
Study Finds Weak Link Between Financial Security and Life Satisfaction in U.S. Retirees
Exploring the gap between financial security and life satisfaction among U.S. retirees, a new study highlights the modest impact of financial status on retirement satisfaction. Ninety-two percent of retirees express satisfaction, suggesting a need to reevaluate retirement success measures.
The Critical Role of Home Equity in Managing U.S. Seniors' Long-Term Care Costs
Explore how U.S. seniors leverage home equity to manage rising long-term care costs, including options like reverse mortgages and home equity loans, and the implications on financial planning and eligibility for benefits like Medicaid.
Rethinking Retirement Rules: Tailoring Your Financial Strategy
Explore the re-evaluation of traditional retirement rules to create a personalized strategy. Get expert insights on financial planning for retirement.