Feb 23, 2024 View in Browser

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Life/Health Weekender

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Analysis

Is This Big Risk Lurking in Your Social Security Claiming Math?

By John Manganaro

As a reader pointed out, Social Security projections are only as good as the assumptions fed in.

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News

This Annuity Can Take On Mutual Funds: F&G's Chris Blunt

By Allison Bell

The executive believes they will compete hard for the funds' $1 trillion in assets.

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Slideshow

8 New Findings on What Americans Don't Know About Retirement Income

By John Manganaro

Researchers including Michael Finke and Steve Parrish gave investors a financial literacy quiz. Four in five failed.

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Q&A

Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin

By Jane Wollman Rusoff

"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.

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Analysis

Retirement Experts: Don't Let Clickbait Headlines Sink the 401(k)

By John Manganaro

To argue that the U.S. should simply do away with workplace retirement plans is absurd and irresponsible, experts say.

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News

Final DOL Fiduciary Rule Likely Out This Year

By Melanie Waddell

The rule is likely on a clock driven by the presidential election, ERISA lawyer Brad Campbell said.

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Resources

Product Reframed: A Guide to Thinking Differently About Guaranteed Lifetime Income

Sponsored by: Allianz Life Insurance Company of North America

In an era where retirement security is a growing concern, you have a large role to play in helping plan participants secure their financial future. Yet a significant opportunity lies untapped: guaranteed lifetime income.

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WEBCAST DATE: February 29, 2024

The State of Contracts For Law Firms: Making the Case for Contract Automation in 2024

This webcast will unpack the most common challenges firms face in implementing new technology—like employee onboarding and proving value—and show you strategies to overcome them.

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