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  • Retooling For Success in the Post-Retirement Market
    Retooling For Success in the Post-Retirement Market This article describes the opportunities for providing ... financial services for the near- and post-retirement market, particulary for the insurance industry if ...

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    • Authors: Steve Cooperstein
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Pensions & Retirement
  • SECURE Act 2019- A world of opportunities for annuity carriers
    Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity ... annuity carriers created by the SECURE Act to distribute annuities through Employer Sponsored Defined ...

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    • Authors: Ian Michael Laverty
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans