Financial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleBuilding a Personal Pension, a Month at a Time
Recent filings show that Prudential plans to launch a direct-sold, auto-pay, multi-premium fixed deferred income annuity called GIFT, or Guaranteed Income for Tomorrow.
View ArticleA Fintech Fix for the Small Plan Cost-Crisis
'We’re offering to clean house in a very fragmented broker market,' said Shin Inoue, CEO of ForUsAll, a turnkey 401(k) provider. Founded in 2014 by three former Financial Engines executives, ForUsAll...
View ArticleAllianz Life's New FIA Aims for Accumulation
'By using volatility controlled indices, we can offer higher caps,' said Matt Gray, vp of product innovation at Allianz Life. 'In such a low-rate environment, those higher caps have been...
View ArticleWhat the Divergent DOL Rulings Mean: Wagner
'Even though there is not a clear conflict among the Circuits, this case will likely be heard by the Supreme Court,' said ERISA attorney Marcia Wagner after judges in two federal appeals courts ruled...
View Article'Circuit Split' over DOL Fiduciary Rule?
In my opinion, allowing IRA rollover money to escape the protections and restrictions that govern 401(k) plans will eventually nullify the federal government’s rationale for tax deferral—a benefit...
View ArticleConvert deferred annuities into long-term care coverage: OneAmerica
People who don’t plan to use their deferred annuities for lifetime income should consider using exchanging their contracts for a hybrid annuity with a long-term care rider, an issuer of those hybrids...
View ArticleRoger Ibbotson embraces indexed annuities over bonds
'Conventional wisdom has most investors de-risking their portfolios by allocating more heavily to bonds as they approach retirement," Ibbotson said. 'Investors should consider other alternatives such...
View ArticlePatterson promoted at Principal Financial
Jerry Patterson will succeed the retiring Greg Burrows as head of the Principal's full service retirement and individual investor businesses.
View ArticleJackson National reports record pre-tax operating income during 2017
An indirect wholly owned subsidiary of Britain’s Prudential plc, Jackson recorded sales and deposits of $21.4 billion in 2017. The insurer recently announced that it would close its Denver facility...
View ArticleConning reports on 2017 insurer M&A activity
'Insurers actively exited underperforming lines and entered specialty segments offering healthier growth and margin prospects,' said a Conning analyst.
View Article'We Shall Never Surrender!'
At the Insured Retirement Industry's marketing conference in Orlando this week, speakers from AXA, Brighthouse Financial (formerly MetLife’s retail division), Great-West Financial, Jackson National...
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