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News

SEC Still Rattling Sabers at EIAs

If a proposed rule is adopted, only those with securities licenses could sell EIAs, which would be regulated the same way securities are regulated.

Sun Life Offers Value-Added Retirement Income Program

The “Retirement Blueprint” kit contains materials to assess client needs, customize income plans and cultivate client relationships.

Jackson National Launches Two New OptiMAX Fixed Annuities

OptiMAX Level Rate One and OptiMAX Level Rate Two offer a choice of interest rate guarantee periods, guaranteed principal, and flexible withdrawal provisions.

RIIA To Create Retirement Income Designation

The Boston-based nonprofit association is developing a course of study that will lead to a Retirement Management Analyst designation.

Bank Reps Warm Up to Immediate Annuities

Some bank reps are finding that income annuities can be the ideal way to make sure clients do not outlive assets, American Banker reported.

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Articles

A Crisis with a Gender Bias

The great open secret of the Baby Boomers' retirement crisis is that, if left unaddressed, the impact of the predicted shortfall of retirement income will weigh much more heavily on women than on men.

Honors for Sun Life's "On Demand" Campaign

The Connecticut chapter of the American Marketing Association (AMA) has honored the U.S. division of Sun Life Financial for its Income ON Demand marketing campaign.

Golf, Sun, Mountainsand Annuities: Viewpoints Clash at NAVA's Most Laid-Back Conference

Malcolm Gladwell, the fusilli-haired bestselling author of The Tipping Point and Blink, claims that when it comes to making complicated, high-stakes decisions, most people just don't get it. What they fail to grasp, Gladwell explained in a keynote speech at NAVA's winter marketing conference, is that a true expert can often make a smarter decision in five seconds than an army of consultants can arrive at in a year.

Teachers Group Creates 403(b) Plan Blueprint: Toolkit Helps School Administrators Adjust to New Regs

The huge burden of meeting new Internal Revenue Service retirement plan regulations just got a lot easier. A national education administration group has simplified the pending regulations governing responsibility of tax-sheltered annuity plans by breaking down the long list of compliance requirements into a step-by-step process.

Welcome to Retirement Income Reporter

Don't try to adjust your screen, as the voice-over announcer cautioned at the staticky start of 'Outer Limits,' the classic Baby Boomer-era sci-fi television...

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