The Department of Labor reproposes new regulation regarding retirement plans
As many of you are aware, the Department of Labor (DOL) recently released a proposed
regulation that redefines and extends the fiduciary duty standard to persons who provide investment advice to IRA owners and to ERISA retirement plans. If the DOL adopts this rule as it is currently proposed, these changes will significantly affect the businesses of agents, brokers, consultants,
and insurance companies – and more importantly consumers, especially those with IRAs. › Read more
How long will your clients’ retirement money last?
Once your clients begin drawing retirement assets for income, market volatility can have a big impact on how long those assets last. One
factor in how big an impact is their
sequence of returns, whether they start withdrawing money when the market is up or when it’s down.*
Here
are tools to use, and you can contact us to
order copies of the client mailers to show
your clients the impact of
sequence of returns
(M-5799-N).
Help build your business with the Success with FIUL Kit.
Fixed index universal life (FIUL) insurance is one of the fastest-growing segments in today’s life insurance marketplace. Our newly updated Success with FIUL Kit can help you prospect for new clients, and help educate your existing clients about the benefits and tax advantages of FIUL.
When it comes to annuity products, fixed index annuities (FIAs) have been around for a relatively short period of time. Created in 1995, FIAs are insurance products – not investments – that offer the opportunity for
some interest potential while protecting against market risk. › See how FIAs have evolved over the past 20 years
Do changing demographics really impact us?
As a part of the 125th Anniversary, Allianz SE is promoting research they have done on global megatrends. Demographic change is one key topic Allianz SE has analyzed.
