New Health Care Expense Software is Taking Aim at a Retirement Planning Void
Read about an innovative new health care expense software product that is used for retirement planning through an Annuity Digest interview with HealthView Services CEO.
NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors
NAPFA is the National Association of Personal Financial Advisors.
Moshe Milevsky Discusses Tontines for the 21st Century
Moshe Milevsky discusses tontines which could prove to be one of the most innovative concepts in early 21st century finance.
The Most Popular Annuity List
See the 20 most popular annuities among over 1,200 products in the Annuity Digest database.
Moshe Milevsky on Annuity Market Reform
Moshe Milevsky is one of the leading figures in the annuity industry.
He is an Associate Professor of Finance at the Schulich School of Business in Toronto. Professor Milevsky always seems generous with his time and ideas--his writing and research reach wide popular, academic…
More from Professor Babbel's Study - The Long-Run View of Equity Indexed Annuity Performance
The first part of Professor Babbel's presentation looked at the comparative performance of fixed indexed annuities and alternative investments over a 15 year period.
This next set of slides looks at performance over a much longer time period--dating back to January 1926.
The implied account…
MetLife is Nudging the World of Defined Contribution toward Income Annuities
Jody Strakosch is the National Director for MetLife’s Retirement Products Group.
Meir Statman on the Behavioral Obstacles Affecting Investing and Retirement Planning
Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, and Visiting Professor at Tilburg University in the Netherlands.
Mark Warshawsky on the Retirement Income Market
An interview with Mark Warshawsky discussing his book Retirement Income and his perspective on challenges that exist in the current environment.
Maddy Dychtwald on How Women are Driving a Transformation of the Market for Financial Advice and Products
Maddy Dychtwald is a nationally recognized author, co-founder of Age Wave, and a leading expert on the changing demographic trends shaping the marketplace, the workplace and our lives.
Lower Volatility May be Short-Lived
Capital market volatility is a critical factor in the financial lives of retirees and near-retirees.
Volatility plays a major role in the pricing of many different types of annuities, and volatility is the major driver of sequence of returns risk.
2009 was a year of extremes in terms of…
Longevity Risk and Portfolio Protection Without a Variable Annuity
Two of the most daunting risks faced by the majority of retirees are:
Low or No Surprises Supports the Case for Annuities in Retirement
In a basic sense, information theory measures the level of surprise in a message.
A highly informative message will come as a complete surprise and tell you something about which you had no previous knowledge.
Sounds pretty good, right—of what use is it to be told what you already know? Well,…
Listen to Zvi Bodie When it Comes to Retirement Planning
Zvi Bodie is absolutely one of the most honest and refreshing voices in finance and economics.
