The Atlantic Roundtable Dinner Sparks Conversation on the Future of Retirement
Read moreRecently, an esteemed group of experts in business and finance, economists and education, convened in Washington, D.C. along with our Executive Director Jim Po…
How to Weather the Storm in Volatile Markets: Takeaways from IALC’s Event
Read moreOn April 20th, the IALC hosted a panel event in DC, “Weathering the Storm: Navigating Volatile Markets,” aimed at facilitating discussion about savings and fin…
Millennials say they want to save for retirement, but a third aren’t doing it
Read moreNearly one in three millennials have no money saved for retirement, and a quarter of millennials – people between the ages of 18 and 34 – report owing more mon…
Study: Boomers Still Not Prepared for Retirement
Read moreFinancial forecasters and retirement experts have warned about the looming retirement crisis in America and one thing is abundantly clear: many Americans are n…
What’s the Key to Meeting New Year’s Financial Resolutions? Setting Attainable Goals
Read moreAccording to the 2013 Fidelity Resolutions Study, the number of people making financial resolutions is at an all-time high and almost half of the survey respon…
How Younger Americans Differ in their Approach to Retirement
Read moreIs there a silver-lining to all of the economic turmoil Americans have faced in the past few years? One could argue that it taught younger Americans an importa…
The very low risk of insurance company bankruptcy
Read moreWhen purchasing a financial product, one of the most important aspects to consider is the financial strength of the company from which you purchase the product…
Don’t count on an inheritance to boost retirement savings fund, study finds
Read moreAs the United States faces increasingly uncertain economic times and employment outlook, working adults can no longer count on an inheritance to boost their re…
New Tools to Help You Plan a Strong Future
Read moreAs you may have noticed we’ve changed things up a bit. To help guide you through planning for your financial future, we’ve added more resources and retirement …
The Benefits of Balancing Your Financial Plan
Read moreLearn more about David’s story and how indexed annuities have helped him meet his retirement goals.
Retirement Dreams Disappear With 401(k)s
Read more60 Minutes recently re-aired a story about 401(k)s and the fact that so many nearing retirement age are actually are putting off their retirement because their…
Financial State of Baby Boomer Women
Read moreA recent story from NBC News reported that Baby Boomer women are one of the least financially prepared population segments in our country right now. According …
At what age should you purchase an indexed annuity?
Read moreThe great thing about indexed annuities is that they are a safe, reliable retirement planning vehicle appropriate for people in a variety of life stages. Howev…
Five Myths about Indexed Annuities: Part 4
Read moreAll financial vehicles have to cover the provider’s sales and marketing expenses. Over time, the margins built into an annuity to cover commissions are not nec…
Five Myths about Indexed Annuities: Part 3
Read moreBy Jim PoolmanMyth: Indexed annuities impose uncharacteristically high surrender feesTruth: Surrender charges, which limit liquidity to an extent, are clearly …
Five Myths about Indexed Annuities: Part 2
Read moreThere are many unique benefits to indexed annuities that make them an important part of any balanced financial plan. More specifically, indexed annuities offer…
Five Myths about Indexed Annuities: Part 1
Read moreIf you’ve read anything about indexed annuities, chances are pretty good that not everything you’ve read is true. Each day this week, we will tackle a common m…
Illinois Securities Department Order in the Matter of Senior Financial Strategies, Inc.
Read moreThe Indexed Annuity Leadership Council (IALC) strongly adheres to the highest marketing standards and in ethical and fair sales practices for the products that…