The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
SOA's research suggests that 35 percent of pre-retirees feel they won't be able to actually retire in a timely fashion, citing ongoing a continued economic downturn.
The SOA says that retirees and pre-retirees are considerably underestimating their life expectancies, which will have a huge impact on longevity planning.
Consumers who rely on financial advisors are more likely to be saving in a retirement plan and to be saving at a higher rate than those without an advisor, according to a new study.
A Nationwide Financial survey suggests retirees with a quarter-million dollars in household assets feel they are prepared to cover their future health care needs.