Tuesday, December 20, 2016

Mary Beth Franklin: 3 key things advisers should know about new Social Security claiming strategies

Mary Beth Franklin: 3 key things advisers should know about new Social Security claiming strategies 
(InvestmentNews)

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AAAE does not give tax, legal, or Social Security benefits advice. Please encourage your clients to consult a tax advisor, attorney, or their local Social Security Administration (SSA) office. AAAE and its representatives are not affiliated with the US government or government agency.

Check these guys out, not just boomers and millennials

Check these guys out, not just boomers and millennials
By Liz Skinner

(InvestmentNews)

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Article may require (free) site registration to view. Contact AAAE for a copy if unable to access.

Understanding who buys annuities – and why

Understanding who buys annuities – and why: A Q&A with LIMRA Secure Retirement Institute’s Jafor Iqbal
By Peggy Bresnick

(LifeHealthPro)

10 Reasons to Consider Life Insurance (and When!)

10 Reasons to Consider Life Insurance (and When!)
By Maggie Leyes

(Life Happens)

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Materials available on the Life Happens website may not be compliance-approved. AAAE & Life Happens are not affiliated.

Fed Raises Rates, Boosts Outlook for Borrowing Costs in 2017

Fed Raises Rates, Boosts Outlook for Borrowing Costs in 2017
By Jeanna Smialek and Christopher Condon

(Bloomberg)

D.C. Circuit Court refuses to block DOL fiduciary rule

D.C. Circuit Court refuses to block DOL fiduciary rule
By Melanie Waddell, Mike Scarcella

(LifeHealthPro)

Wednesday, December 14, 2016

GAO Study Confirms Advisor Concern for Client Elder Abuse

GAO Study Confirms Advisor Concern for Client Elder Abuse
By Juliette Fairley

(InsuranceNewsNet)

Preventing Elder Financial Abuse

Preventing Elder Financial Abuse
Allianz Life Insurance Company of North America

Chamber of Commerce urges Donald Trump to take 'immediate action to undo' DOL fiduciary rule

Chamber of Commerce urges Donald Trump to take 'immediate action to undo' DOL fiduciary rule
By Mark Schoeff Jr.

(InvestmentNews)

Your Business Forecast: Sunny with a Strong Chance of Social, Part 2

By Brianna Regan, Marketing Development Director

Developing a Social Media Plan and Policy

High-performing financial professionals spend considerable time working on their business plans. They are just as prepared for a warm sunny day as they are for a blizzard. They build a foundation to weather changes in the financial environment. They are also effectively integrating all of their marketing initiatives and platforms – to include social media.

Donald Trump’s Labor Pick Spells Potential Trouble for Retirement Rule

Donald Trump’s Labor Pick Spells Potential Trouble for Retirement Rule
By Yuka Hayashi

(WSJ)

Wednesday, December 07, 2016

Single Premium Pension Buy-out Sales Nearly $6 billion in the Third Quarter 2016

Single Premium Pension Buy-out Sales Nearly $6 billion in the Third Quarter 2016
LIMRA Secure Retirement Institute Survey
(LIMRA)

Could Mentoring Build Your Practice?



This weekend I am going on a fishing trip with a friend and his sons. It’s been an 18-year tradition. When describing who I am going with, I still say, “He is my old boss.” I have not worked for him in 16 years and we have been friends much longer than we were co-workers, but I still see him as my mentor and a leader I respect. He played a big role in helping me find a career path and mentored me through some tough times.

Reinspire your business

Reinspire your business
By Emily Holbrook
(LifeHealthPro)

Save clients from costly RMD aggregation mistakes

Save clients from costly RMD aggregation mistakes
By Ed Slott

(Financial Planning)

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AAAE does not provide tax or legal advice. You are encouraged to consult your tax advisor or attorney.

NAFA Files Emergency Motion for Injunction in Continued Fight to Stay DOL Rule

NAFA Files Emergency Motion for Injunction in Continued Fight to Stay DOL Rule

FOR IMMEDIATE RELEASE

 Contact: Chip Anderson, Executive Director 
Direct 414.332.9306, ext. 1 
chip@nafa.com

WASHINGTON (Dec. 1, 2016) — NAFA, the National Association for Fixed Annuities, announced Tuesday that it has filed an emergency motion for an injunction pending appeal with the U.S. Court of Appeals for the District of Columbia Circuit.