Jeff Ptak: And I m Jeff Ptak, chief ratings officer for Morningstar Research Services.
Benz: Our guest on the podcast today is Kerry Pechter. He is the editor and publisher of
Retirement Income Journal, which he launched in 2009 to provide unconflicted news and analysis to the annuity and financial advice industries. RIJ recently celebrated its 500th issue. Kerry is also the author of
Annuities for Dummies and two other nonfiction books. He has been an editor of
Annuity Market News, a writer in Vanguard s individual annuity marketing department, a senior editor at Rodale Press, and a reporter for
The Billings Montana Gazette.
(BPT) - As we move away from a year unlike any other, Americans have developed a newfound tolerance for uncertaintyâand the need to prepare for it. The start of a new year is a time for resolutions, especially financial ones. As part of this process, it is essential to review your insurance coverage across the boardâfrom health insurance, to life insurance, and other related products.
The number of available options can make the process opaque: premiums, deductibles, and coverage levels all play a role in decision making. Consumers need to know what to look for and assess what new products could enhance their existing coverage and make their finances more secure throughout 2021 and beyond.
New Year, New Policy: Insurance Considerations for the Road Ahead murfreesboropost.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from murfreesboropost.com Daily Mail and Mail on Sunday newspapers.
The latest in financial #AdviserTech February 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
February 16, 2021 41 MINS
This month’s edition kicks off with the big news that Walmart has partnered with Ribbit Capital (one of the fintech venture capital firms that backed Robinhood) to begin creating its own fintech solutions for Walmart customers and employees. That would instantly create one of the largest distribution platforms for a fintech solution (as Walmart reaches nearly 40% of all Americans on a weekly basis!) and also a financial wellness platform (as it’s the world’s largest private employer). Yet the reality is that as the world’s largest superstore, Walmart is arguably well-positioned to become a financial products superstore as well taking a page from the playbook of Sears, the 20th-century retailer that expanded into financial services and, in the process,