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Wishful Thinking Dominates Withdrawal Rates

MetLife’s 2008 Retirement Income IQ Test found that 69% of pre-retirees overestimate the rate at which they can draw down their savings.

Couples Will Need $85,000 To Insure For Long-Term Care—Fidelity

More than half of Americans over age 65 will eventually need at least a year of long-term care, and about 20% will require more than five years of care.

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.

RIIA Committee Seeks Research For Projected Curriculum

The committee will solicit the best academic research in several areas deemed essential for advisors who want to meet the retirement income challenge.

AIG SunAmerica Offers Flexible, Extended VA Roll-Up

With AIG SunAmerica's new variable annuity living benefit option, the income base may increase each year for up to 15 years, even if withdrawals are taken.

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Articles

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.

Executive Moves: April 2008

Johnson-Guider to Lead AXA's Strategic Initiatives Group AXA Equitable Life has promoted Adrienne Johnson-Guider to senior vice president and head of the strategic initiatives group. She reports to Christopher M. 'Kip' Condron, chairman and CEO of AXA Equitable, the primary U.S. life insurance and savings subsidiary of the global AXA Group.

At Deadline

Lincoln Financial Ads Bend Space-Time A 30-year-old man stands outside the nursery of a hospital peering at his newborn baby through the glass. He looks...

Fidelity Rolls Out New Income Products

While the management shuffle in Fidelity Investments' executive suites was grabbing headlines last summer, the Boston-based financial giant's insurance...

At Deadline

New York Life Eyes Japan's Annuity Market New York Life, the largest U.S. mutual life insurance company, may enter wealthy and aging Japan as part of a...

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