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Cover Stories

Easing a Widow’s Hardship

by Kerry Pechter

Easing a Widow’s Hardship

Wed, Feb 10, 2010

What's the best way for a 62-year-old man to say “I love you” to his wife? By waiting to claim Social Security benefits until he reaches full retirement age or later. Here's our third article in a series on retirement risks.

In Search of Plan C

by Kerry Pechter

In Search of Plan C

Wed, Feb 03, 2010

“We have a crisis of confidence regarding retirement,” said assistant Secretary of Labor Phyllis C. Borzi at the NIRS conference in Washington, D.C. Tuesday.

The Strongest Financial Brands Are…

by Kerry Pechter

The Strongest Financial Brands Are…

Thu, Jan 28, 2010

In Cogent Research's Investor Brandscape 2010 survey, Vanguard, Charles Schwab and TIAA-CREF earned top honors for brand strength. But many affluent investors are mistrustful of the financial industry and uncertain about the future.

New York Life Introduces ‘Lifetime Wealth Strategies’

by Kerry Pechter

New York Life Introduces ‘Lifetime Wealth Strategies’

Wed, Jan 20, 2010

The big mutual insurer plans to offer its managed account program, incubated last year among career agents, to third-party registered reps, says Michael Gordon, first vice president in the firm's U.S. life insurance and agency business.

News

CCH Reviews Tax Proposals in Obama Budget

Wed, Feb 10, 2010

“Upper-income taxpayers would actually fare somewhat better under Obama's proposals than they would under current law,” said a CCH tax analyst.

Employers Restore ‘Match,’ But Worry About Retirement Readiness

Wed, Feb 10, 2010

Only 18% of employers were "very confident" about their employees having enough retirement income, Hewitt survey shows.

At Lincoln Financial, VAs Are a Bright Spot in Down Year

Wed, Feb 10, 2010

Variable annuity deposits of $2.1 billion were up 9% over 2008 and drove net flows to $838 million, an increase of 42% year-over-year.

Corporate Insight Announces Monitor Award Winners

Wed, Feb 10, 2010

The annual review considered the online offerings of more than 70 financial services firms.

NewRiver Announces VA Summary Prospectus Index

Wed, Feb 10, 2010

Through January 2010, 78 variable product contracts have at least one sub-account with a summary prospectus document.