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Archive | April 10, 2013

Retirement Planning Meets Behavioral Science

In an effort to get baby boomers more involved in retirement planning, The Guardian Life Insurance Company of America (Guardian) has launched their Retirement Style Matters website as part of National Retirement Planning Week.  Not every retiree will spend their retirement years the same way, and planning for the various lifestyle choices requires a careful analysis  Full Article…


Retirement Savings Hits New Low

According to the 23rd annual Retirement Confidence Survey, employees’ retirement savings has hit a new low.  The survey, which was conducted by the Employee Benefit Research Institute, looked at 251 retirees and 1,254 workers age 25 and up.  Over 50% said that they have less than $25,000 in household savings and/or investments.  Confidence is down as  Full Article…


Great American releases The Inheritance Enhancer!!!

Next Monday, Great American will release a new enhanced death benefit rider called The Inheritance Enhancer.  GAFRI will release the new rider in 38 approved states, with others to follow shortly after.  This benefit will provide the following for your clients seeking wealth transfer:       7% guaranteed rollup of death benefit base 15-year  Full Article…