Advisor Sales Strategies

These plans are often used to control premium costs, drive desired behaviors or to reduce the impact of a high deductible.

These monthly checks will rise significantly over the remainder of the decade but the rising cost of living could still cripple retirees, according to new research.

72% of these adults (11.5 million people) will have less than $65,000 in income and assets, which is the average amount needed to pay for private assisted living and medical care.

While divorced, widowed women are more likely to retire earlier than expected, never-married women don't know where to turn for financial advice.

This safe money product can help clients hit their savings targets, but is often underutilized.

Plan sponsors should be aware of how the current demand for sustainable options is developing and what offering them could mean for participants.