Articles about Retirement Planning in Insurance
Ever wonder what stories really get advisors talking? This year, it was a wild mix of boomer retirement tsunamis, social media drama, Gen Z's struggles, and big political questions. Let's break down the top 5 stories that dominated our feeds in 2025.
A new bill, the Automatic IRA Act of 2025, aims to give millions of working Americans access to a retirement plan through their job. Find out how auto-enrollment and lifetime income options could change the game for your financial future.
The latest numbers on the pension risk transfer market are in, and they're telling a fascinating story. While overall sales took a dip, one specific area—pension buy-ins—skyrocketed by over 300%. Let's break down what's really going on.
A bipartisan bill called the INVEST Act is heading to the House, and it could finally give teachers and nonprofit workers the same low-cost retirement investment options as their 401(k) counterparts. Find out what this means for your savings and access to annuities.
The back-and-forth over the DOL's fiduciary rule can feel like whiplash. The latest court decision has put the controversial "Retirement Security Rule" on ice again. Here’s a plain-English breakdown of what just happened and what it means for insurance and financial professionals.
Worried about paying for long-term care insurance you might never use? This article breaks down the concept of opportunity cost and shows how a Long-Term Care (LTC) annuity can solve the "use it or lose it" dilemma.
It's a common myth that annuities are only for people in their 50s or 60s. But with longer lifespans and a need for guaranteed income, many people in their 70s and 80s are finding they're a perfect fit. Let's talk about why age is just a number when it comes to securing your retirement.
If you're over 50 and earn a high income, a big change is coming to your 401(k) catch-up contributions in 2026. Let's break down what the SECURE 2.0 Act means for your retirement and tax strategy.
A recent survey reveals that almost half of Americans plan to claim Social Security before their full retirement age. We'll break down the surprising reasons why and what this choice could mean for your financial future.
The latest numbers are in, and annuity sales hit a whopping $117 billion in the third quarter. We're breaking down the Wink report to show you which products are hot, who the top players are, and what it all means for your retirement planning.
A fascinating study reveals that as investors get older, their retirement strategies become far more diverse and hands-on. Discover why a one-size-fits-all approach to your 401(k) might not work as you near retirement.