In the News

2010

October 5, 2010 -  Read Newest LifeHealth.com article – Economy brings renewed attention to life cycle planning

August 4, 2010 - RISE Launches Free Financial Education Tool and Video

August 2, 2010 - Read Rick Carey’s Newest Article – Advisors hold treasure map to client’s retirement success

2009

July 3, 2009 - Retirement Weekly, Simpler Variable Annuities

July 2, 2009 - Garth Bernard named to Retirement Income Advisory Board at American College

June 6 - 11, 2009 - Brochure from MDRT Annual Meeting, attended by Garth Bernard, Rick Carey, and Leslie Prescott, Indianapolis, IN

June 2, 2009 - Retirement Income Journal, Can Retirees “Thrive” On Deferred Income Annuities?

April 1 - 3, 2009 - Presentation on "A New Approach to Retirement Income Solutions" delivered at LIMRA Retirement Industry Conference

April, 2009 - RISE Launches Client Engagement System – Press Release

March 27, 2009 - Retirement Income Journal, Remembering Our Roots by Garth Bernard

March 17, 2009 - Defined Contribution & Savings Plan Alert, RISE Rolls Out Education Tools

February 27 - 28, 2009 - Presentation on "Engaging Clients on Retirement Income" delivered at NTSAA National Conference

Winter 2009 - LIMRA Market Facts Quarterly, Annuity Market at a Crossroads

January, 2009 - Retirement Income Reporter, Prescott and Dillard Join RISE

2008

December 18, 2008 - Defined Contribution & Savings Plan Alert, RISE Readies New Web Site

December 7, 2008 - Bloomberg News, Insurance Firms Hurt by GMWB Annuities

August 28, 2008 - Ignites, Supporting Advisors in Retirement

August 5, 2008 - Ignites, Will Lifecyles Tap Income Guarantees?

July, 2008 - Financial Advisor Magazine, On Target Or Not

June 30, 2008 - Closing the Financial Advice Gap (UK) – Press Release

June 16, 2008 - Closing the Financial Advice Gap – Press Release

June 6, 2008 - Retirement Weekly, New Programs Guarantee Income

May, 2008 - Retirement Income Reporter, RISE Gets Ready to Shine

May, 2008 - Boomer Market Advisor, Understanding Critical Retirement Tradeoffs

April 30, 2008 - Retirement Income Reporter, Bernard Leaves MetLife for Consulting

April 16, 2008 - Investments News, Who Will Make Investment Insurance Hybrids

March 1, 2008 - Retirement Income Reporter, Retirement Income Roundtable

2007

Winter 2007 - LIMRA’s Marketfacts Quarterly, Back To Our Roots

November 1, 2007 - Research Magazine, Building the Income Pillar

August 17, 2007 - Ignites, Income Annuities Tops for Retirement

June 25, 2007 - Defined Contribution & Plan Alert, MetLife Courts 401k Participants With Retirement Seminars

May 1, 2007 - Annuity Market News, Possible Tontine Revival Raises Worries

May 14, 2007 - Investment News, Longevity Plagues Financial Planning

April 1, 2007 - Annuity Market News, Retirement Cliques Click in Boston

March 16, 2007 - 401(k) Wire, Mortality Pools Keep MetLife Moving Forward

March 5, 2007 - National Underwriter Life/Health, Who Holds the Income Planning Franchise

February 16, 2007 - America Banker, Adjusting to the New World of DC