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We Can Build Better Retirement Products
We Can Build Better Retirement Products I ... recommend a Social Security deferral product, and two annuity enhancements. I then discuss the challenges faced ...- Authors: Joseph Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Publication Name: Retirement Section News
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance
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Integrating Home Equity & Retirement Savings: "Rule of 30"
sion of the range of retirees. Drawing on the table of median amounts of home equity and retirement ... value plus initial portfolio value) are set out in Table 1. CASH FLOW SURVIVAL Consistent with much of the ...- Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Portfolio management - Finance & Investments