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The Fate of the Fiduciary Rule

It’s hard to turn on the news without hearing about a variety of confirmation hearings for several of President Trump’s appointees, and lately they’ve been focused on Alexander Acosta, the appointee for head of the Department of Labor. The fate of the impending fiduciary rule …

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Annuity Study: Gap Exists Between What Consumers Want and What they Buy

The 3rd Annual Guaranteed Lifetime Income Study, completed recently by Greenwald & Associates and Cannex, has given some valuable insights into the misconceptions facing the annuity industry. According to a recent article from InsuranceNewsNet, retirees and pre-retirees show great eagerness in being presented with a …

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CNN: Stretch Your 401(k) With Immediate Annuities

On CNNMoney, Penelope Wang suggests that buying immediate annuities with your 401(k) money may be a good bet after you retire. Employers often pay out 401(k) accounts in a lump sum for convenience purposes, but many people struggle to make that money last throughout their …

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