Ayo Mseka is editor of NAIFA’s Advisor Today magazine. She may be contacted at [email protected]
Despite some diversity strides made in recent years within the insurance industry, barriers still exist, according to a new report. Less than half of companies surveyed say they are committed to advancing equity, and racial and gender bias still create barriers.
As agents and advisors look for ways to increase long-term-care insurance (LTCI) sales, they are discovering that dispelling common myths about LTCI usually goes a long way in helping to make a connection and attract new buyers.
While many recent surveys have shown that women are less financially secure than many other demographic groups, there are 9 steps advisors can take to help change this.
While market volatility, compliance pressures and a competitive landscape have created a challenging environment for financial advisors seeking new clients, a defined marketing strategy can lead to greater success, according to a recent Broadridge Financial Solutions survey.
The language used in retirement communications is often a more dependable way to communicate than imagery, according to research by Capital Group.
When looking back on 2022, most Americans see room for improvement in their overall financial wellness and say they are likely to set financial goals this year, according to two recent studies.
Simplifying finances, getting more involved, and consolidating for better planning, are the top three reasons U.S. consumers move their money between financial-services companies, according to a recent study.
The battle against inflation, a possible recession and a potentially flat year for life insurance sales are all top of mind for financial services firms providing critical insights for advisors as they help their clients navigate the challenges and opportunities that lie ahead.
Study finds that the nation’s youngest adults are taking significant steps to improve their financial wellbeing, with the goal of retiring at age 59 – years ahead of the generations that preceded them.
Most mass-affluent households with $250,000 to $1 million in investable assets are missing out on taxable accounts and resulting liquidity, unlike households under age 35, according to a new research report by Hearts & Wallets.
The most popular life insurance stories in 2022 ranged from record-setting indexed life sales to re-thinking the “buy term and invest the difference” strategy. Here’s a look at the most-read life insurance articles in InsuranceNewsNet in 2022.
Over two-thirds of the 708 organizations responding to a recent survey said they plan to enhance health and benefit offerings in 2023, with the clear objective of supporting hiring and retention.
Forward-thinking advisors are embracing a variety of high-tech solutions even as they revisit the older, tried-and-true strategies. Here are 7 ideas advisors can use to boost their marketing plans as they search for growth in the year ahead.
The financial outlook for many Americans does not appear to be bright, as many continue to cope with high inflation and financial worries. In fact, more Americans say their financial situation is worse than it was a year ago – and don’t expect it to improve in 2023, according to a recent study.
During a recent EBRI Retirement Summit in Washington, D.C., U.S. Senators Ben Cardin (D-MD) and Rob Portman (R-OH) received the 2021 Ray Lillywhite Award for their lifetime work in enhancing Americans’ economic and retirement security.
More than half of current retirees aged 62 to 75 surveyed say they have retired from their jobs earlier than planned, according to EBRI’s 2022 Spending in Retirement Survey.
As the market for long-term-care insurance (LTCI) slows, the need for life insurance combination products appears to be increasing, according to LIMRA.
LGBTQ workers were less likely to be satisfied with their job, employee benefits package and paid leave, according to the 2022 Workplace Wellness Survey by EBRI and Greenwald Research.Â
With rising interest rates, an uncertain economy, and high inflation, many advisors may be worried about their prospects for enhancing the financial performance of their practice. Two industry veterans offer suggestions to tackle this challenge and make 2023 successful.
Why it’s vital to establish a formalized relationship and look at ways to go for the win-win.
