Browsing Tag
Lifetime Income
108 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.
Talking Guaranteed Lifetime Income Solutions with Allianz Life’s Michael De Feo
Guaranteed lifetime income in retirement plans is a hot topic these days, with study after study revealing that Americans want to know more about it and view these products as a good fit.
March 27, 2023
Annexus Retirement Solutions, iJoin Partner on Lifetime Income Solution for TDFs
Deal makes target date funds with ARS’ Lifetime Income Builder more accessible to retirement plan advisors
March 16, 2023
Elton John Still Singing Praises of Protected Income
Recently “retired” superstar continues partnership with Alliance for Lifetime Income
March 7, 2023
In-Plan Annuity Market Will Grow Exponentially Over Next 2 Years: LIMRA
New report predicts much greater adoption of guaranteed income solutions in late 2023 through 2024 if providers step up education efforts
February 16, 2023
Despite Big Concerns, Plan Sponsors Know They Need Lifetime Income Options
New study shows most 401(k) plan sponsors open to income options despite significant concerns
January 31, 2023
Strategic Asset Decumulation: The Key to Predictable Lifetime Income for Participants
Mindy Zatto of Strategic Benefits Advisors explains why and how plan sponsors can help participants efficiently transition to decumulation
January 27, 2023
New Research Turns Traditional Retirement Income Planning on its Head
Focused on consumer preferences, the three-part series from Alex Murguia and Wade Pfau offers a new way forward
January 12, 2023
Recession Fears Not Stopping Women from Maintaining (or Increasing) 401k Contributions
New research from HerMoney and the Alliance for Lifetime Income find 92% plan to maintain or increase their 401k and IRA contributions even if the U.S. enters a recession
November 14, 2022
Fixed Annuities on a Tear in 2022
LIMRA reports Q3 was the best sales quarter for fixed-rate deferred annuities ever recorded
November 10, 2022
Allianz Life Makes Latest Guaranteed Income Solution Available to DC Plans
The new tool comes during a time when more American workers and employers want guaranteed lifetime income strategies
November 2, 2022