January 28, 2025 Jackson National study: vast underestimate of health care, LTC costs for retirement A recent study by Jackson National has found a vast underestimate by retirees and financial professionals of various retirement costs.
January 22, 2025 How to identify ideal prospects for long-term-care insurance Two experts provide advice on how to identify prospects who are most likely to be interested in purchasing long-term-care insurance.
January 16, 2025 Five retirement-industry trends to watch in 2025 An IRIC report forecasts the evolution of defined contribution plans in 2025 to improve support of workers’ long-term financial security.
December 31, 2024 Overcoming the indecision of prospects Two industry experts share some tips advisors can use to help convert procrastinating prospects into long-term clients.
December 31, 2024 What issues top consumers’ list of financial goals for 2025? As the new year approaches, Americans are prioritizing financial health in their resolutions, with debt reduction near the top of the list.
December 27, 2024 Americans’ saving, investment product savvy improves, study finds Consumers are more knowledgeable about their saving and investing products than at any other time in the past decade, a recent study found.
December 27, 2024 Bull or bear? What are financial advisors’ market expectations for 2025? Most financial advisors surveyed are bullish on the economy in 2025. How optimistic are they?
December 24, 2024 The business case for selling LTC insurance to small-business owners When it comes to long-term care insurance, it may be a mistake to overlook the benefits for small businesses.
December 23, 2024 Goldman Sachs, others weigh in on what’s ahead for the market in 2025 As 2024 comes to a close, financial advisors are turning to market forecasts for 2025 to gain insights into future trends.
December 20, 2024 How is consumers’ investing confidence impacting the need for advisors? Feelings of being experienced investors are at the highest for consumers since 2010, even as receptivity toward paying for advice improves.
December 20, 2024 Can a balance of withdrawals and annuities outshine the 4% rule? A strategic balance of annuities and systematic withdrawals is key to optimal retirement outcomes, a new study found.
December 11, 2024 Middle-income households exceeding retirement savings expectations Middle-income households are generally applying strong retirement savings habits and behaviors, according to a recent survey.
December 4, 2024 How financial advisors can help clients improve financial stability While a recent study credits employers for helping improve workers’ financial health, financial advisors also can assist clients in this way.
November 19, 2024 How important is a written financial plan? Financial advisory practices that incorporate comprehensive services, including a written financial plan, are more successful.
November 18, 2024 Study: Many Americans fear Medicare won’t be there when they need it Americans are increasingly concerned about the future of Medicare, with many fearing that the program will not be around when they need it.
November 11, 2024 Needs and challenges faced by consumers seeking LTC insurance A new survey by One America Financial is shedding light on the needs, barriers and challenges consumers face on their long-term care journey.
November 7, 2024 Gen Z not following the typical path to retirement Many members of Gen Z are not following the traditional path to retirement, according to a study by the TIAA Institute.
October 31, 2024 Taming market volatility risk is a must for investors Americans see risk reduction in the face of market volatility as their key requirement for financial advisors.
October 21, 2024 Hispanic Americans report the greatest need for life insurance Hispanics Americans report having the lowest ownership among any racial or ethnic group over the last decade, according to a recent study.
October 16, 2024 How financial advisors can stand out in the crowd What are the methods that financial advisors can use to differentiate themselves, drive business and grow their financial practices?