MannyJan 17, 20232 minWeekly Market Update - 1/17/2023 (by Mariann Montagne, CFA)All data is for the week ended January 13, 2023. Note the U.S. markets were closed yesterday in honor of Dr. Martin Luther King, Jr....
MannyJan 17, 20231 minHow Life Insurers Can Provide Differentiated Retirement BenefitsIn brief: By 2030, gaps in investors’ retirement savings and needed protections are projected to exceed hundreds of trillions of dollars...
MannyJan 17, 20232 minHow Does a Home Equity Conversion Mortgage (HECM) Work?A Home Equity Conversion Mortgage (HECM) is a type of reverse mortgage that allows homeowners 62 years of age or older to convert a...
MannyJan 16, 20232 min5 Reasons Why an Indexed Universal Life Insurance Policy May Be Better Than a Roth IRAAn indexed universal life (IUL) insurance policy is a type of permanent life insurance that can provide a savings component in addition...