Mitt Romney used a little-discussed estate planning tool to shovel $100M to his heirs tax free — and lower what he paid to the IRS. Here's how it works.
A looming retirement crisis prompts a rethink about DB and DC models
New York Life going where other carriers fear to tread; risk management key
Creates new tools to help advisers better explain variable annuities to clients; many B-Ds seeing falloff in business
Longer life expectancy, coupled with unisex policy pricing, boosts the value proposition for female clients
Women face a unique set of hurdles when it comes to saving for retirement, and those difficulties set them far behind men once they stop working.
Focus on property-casualty, commercial after ditching b-d, retirement business.
Product includes a lifetime withdrawal benefit backed by trio of insurers; UT says yes
Survey finds that the discussion never comes up; yawning opportunity?
