Advisor Sales Strategies

Many employees feel strongly that their employer has a responsibility to not only provide competitive pay, but also holistic benefits and financial wellness tools.

For leadership buy-in, it's important to have data and measurement tools to showcase the effectiveness of a program that encompasses physical, mental, emotional, financial and social dimensions.

Amid market volatility, employees have not changed their loan, distribution, or withdrawal behavior significantly, says new report.

Most fixed index annuities have guaranteed interest rates, meaning they grow and generally keep up with, or sometimes surpass, inflation.

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.