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Matthew Drinkwater, Ph.D.,
FLMI, AFSI, PCS, is corporate vice president, LIMRA Secure Retirement Institute.
Articles by this author
Some retirees are more interested in preserving their assets than in spending them. Here is how advisors can help them convert those assets into income.
December 2018 | LIMRA INSIGHTS | Read Article →
Clients who have formal written plans are more likely to consider asset consolidation and explore their options for generating guaranteed income...
May 2016 | LIMRA INSIGHTS | Read Article →
Only 30 percent of pre-retirees—those who
are ages 55 to 70 and not yet retired—believe
they are prepared for retirement, according
to a recent LIMRA study.
October 2010 | MDRT INSIGHTS | Read Article →
Approximately $250 billion
becomes available for rollover
from retirement plans each year
as people retire or terminate employment;
total IRA rollovers - including
assets that become available in
February 2010 | BUSINESS | Read Article →
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