When it comes to the way in which Americans like to interact with their financial advisors, in-person is the heavy favorite, according to a recent poll
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As the largest generation in America – outnumbering baby boomers by nearly 8 million people – millennials are the retirees of tomorrow. Highly diverse in ethnicity, millennials are also quite different in how effectively they’re preparing for retirement, two newly released surveys suggest.
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Though you may currently confine your texts to friends and relatives, it may be time to bring this brand of interaction to work with you.
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Financial professionals who are hesitant to offer educational services to millennials – believing they won’t be interested – may want to reconsider. 
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If your clients are looking to retire somewhere and keep as much of their hard-earned assets as possible, Delaware is the most likely place where they can do it, a recent study found.
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If your soon-to-be retired clients are empty nesters and don’t have anything tying them down they may want to spend their golden years in the land where the buffalo roam, a new study suggests.
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While retirement is often considered an ideal time to relocate or downsize, most retirees intend to stay right where they are, a new survey finds.
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Annuities are designed to provide a steady, consistent flow of income in retirement. Taking a cue from its primary function, annuity sales in the second three-month period of the year held constant, according to a newly released report.
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Digital communication has helped agents interact more effectively with their clients. 
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An estimated 5 million additional U.S. households have a life insurance policy in effect today than in 2010, according to a newly released report from global information services firm LIMRA.
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