Browsing Tag
Lifetime Income
104 posts
Lifetime Income refers to a financial strategy or product designed to provide clients with a steady stream of income for the rest of their lives. RIAs use this concept in retirement planning to ensure clients can cover essential expenses and maintain their lifestyle without the risk of outliving their assets. It often involves annuities, systematic withdrawals, or investment portfolios structured to generate sustainable income over a client’s lifetime.
AmericanTCS, Allianz Life Partner to Offer In-Plan Guaranteed Income Option
Fixed index annuity designed to be within a managed account now available to DC plans on the American Trust Platform
Lifetime Income Solutions in 401(k)s
Allianz Life’s Joe Hendrickson and American TCS’ Brian Lenz Discuss Market Momentum
Nuveen Extends TDF Platform with New Lifetime Income Series
The Nuveen Lifecycle Income Series is structured as a CIT and is only available to qualified retirement plans
‘Peak 65’ Women Show Interest in Annuities, Despite Unfamiliarity
New study by Alliance for Lifetime Income and CANNEX explores how future retirees are using protected income to afford retirement
American Interest in Adding Annuities to 401(k)s Still Rising
Allianz Life study finds interest has grown significantly as most Americans worry about running out of money from their employer-sponsored plan during retirement
Nationwide Launches Buffer-Protected Annuity Product
The new registered index-linked annuity by Nationwide offers a buffer protection of 10% and 20%
Lifetime Income Illustrations, Bill Sharpe and Immediate Annuities Explained in New e-Guide
Michelle Richter-Gordon and Mark Chamberlain’s ARC launch educational website in advance of Q2 2023 statements being sent to DC plan participants
Concerned Over Investment Protection, Retirees Look to Lifetime Income
Global Atlantic Financial Group found 70% of retirement age investors have spoken to financial professionals about conservative asset allocations
‘Peak 65’ is Coming—And Retirement Advisors are Changing Because of It
New research from The Alliance for Lifetime Income and CANNEX says financial professionals are increasingly looking to annuities to protect clients as the industry shifts retirement investing strategies
Participants Could Exhaust Retirement Savings Without Lifetime Income Strategies
A new report by AllianceBernstein finds that more participants overestimate just how much they can withdraw in retirement