INCOME SOLUTIONS
®
An annuity purchase program of Hueler Investment Services, Inc.
 
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Want Retirement Income that Never Runs Out?
A Real-Life Retirement Income Story
It's time to find out . . .
Retirement risk: Your Income Needs to Last Your Lifetime
Retirement risk: Markets Go Down
Retirement risk: The Rising Cost of Living
How much retirement income is enough...and where will your money come from?
How does an annuity guarantee you income for life?
How does an annuity protect you against market risk?
How can an annuity help you generate income as you need it?
Income Solutions’® customized quotes, competitive pricing and access to top-rated companies.
How the Income Solutions® Program can secure your retirement income.
Experts explain retirement risks and how you can be guaranteed a retirement stream of income that never runs out.
To view biography click on tab.
Biography of
Zvi Bodie
Norman and Adele Barron Professor of Management
Boston University
Phone: (617) 306-5556
Zvi Bodie is the Norman and Adele Barron Professor of Management at Boston University. He holds a Ph.D from the Massachusetts Institute of Technology and has served on the finance faculty at the Harvard Business School and MIT's Sloan School of Management. Professor Bodie has published widely on pension finance and investment strategy in leading professional journals. His books include Foundations of Pension Finance, Pensions in the U.S. Economy, Issues in Pension Economics, and Financial Aspects of the U.S. Pension System. His textbook, Investments, is the market leader and is used in the certification programs of the Financial Planning Association and the Society of Actuaries. His textbook Finance is coauthored by Nobel Prize winning economist, Robert C. Merton. His latest book is Worry Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals.
Biography of
Kelli Hustad Hueler
CEO and Founder
Hueler Companies
Phone: (952) 941-5351
Fax: (952) 941-5744
Kelli Hueler is CEO and founder of Hueler Companies, an independent data and research firm providing reporting and systems designed for the annuity and stable value marketplace. Under Ms. Hueler's leadership, the company developed and launched Income Solutions
®
; a ground breaking immediate annuity delivery platform. The platform was designed to empower transitioning employees in need of creating lifelong income by providing on-line access to competitively bid, institutionally priced, immediate annuities.
In July of 2005, Ms. Hueler testified before the ERISA Advisory Council Working Group on Retirement Plan Distribution and Options relative to annuities. Ms. Hueler is nationally recognized as a key contributor on the topic of retirement income and was recently voted as one of the top fifty 401(k) Industry's Most Influential people. In addition, she is considered an industry expert in the field of stable value investments. Ms. Hueler has authored and appeared in numerous articles on the topic, has been a guest speaker for some of Japan's largest financial institutions, and made several television appearances on investment programs such as CNN News and CBS' Wall Street Journal Report. During Ms. Hueler's tenure, she has also authored chapters for both "The Handbook of Stable Value Investments" by Frank Fabozzi and "Guaranteed Investment Contracts-Risk Analysis and Portfolio Strategies-Edition 2" by Kenneth L. Walker.
Biography of
Dallas L. Salisbury
Chief Executive Officer
Employee Benefit
Research Institute
Washington, DC 20037
Phone: (202) 659-0670
Fax: (202) 775-6312
Dallas Salisbury is Chief Executive Officer of the Employee Benefit Research Institute (EBRI). EBRI provides objective information regarding the employee benefit system and related economic security issues. Dallas joined EBRI at its founding in 1978.
He is a Fellow of the National Academy of Human Resources and a member of the Board of the NAHR Foundation, the Commission on a High Performance Health System, the Board of the NASD Investor Education Foundation and the Board of Advisors to the Comptroller General of the United States. He has been honored with the Award for Professional Excellence from the Society for Human Resource Management, the Plan Sponsor Lifetime Achievement Award and the Keystone Award of World at Work.
He has served on the Secretary of Labor's ERISA Advisory Council, the Presidential appointed PBGC Advisory Committee, and the boards and committees of numerous professional and private organizations.
Prior to joining EBRI, Dallas held full-time positions with the Washington State Legislature, the U.S. Department of Justice, the Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor, and the Pension Benefit Guaranty Corporation (PBGC).
In keeping with the EBRI mission, Dallas has written and lectured extensively on health, savings, retirement and workforce topics, as well as appeared on every major television and radio network numerous times, and in all major print media.
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INCOME SOLUTIONS is a registered trademark of Hueler Investment Services, Inc.
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