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  • We Can Build Better Retirement Products
    We Can Build Better Retirement Products I recommend a Social Security deferral product, ... in getting such products distributed. Long-term care insurance;Marketing and distribution;Payout annuities;Social ...

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    • 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
  • Integrating Home Equity & Retirement Savings: "Rule of 30"
    Integrating Home Equity & Retirement Savings: "Rule of 30" ... Consistent with much of the recent literature, the primary eco- nomic concern we considered is cash flow survival ...

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    • 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
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