Ayo Mseka has more than 30 years of experience reporting on the financial services industry. She formerly served as editor-in-chief of NAIFA’s Advisor Today magazine. Contact her at [email protected].
LIMRA and LOMA execs shared some insights and advice about why more women aren’t buying life insurance and what advisors can do about it.
A recent LIMRA surveyed revealed that consumers choosing to work with a financial professional value a holistic approach.
Low levels of financial literacy could be costing the average U.S. household over $5,000 every year, according to a recent study.
Flexible Lifestyle Spending Accounts , or LSAs, have experienced double-digit increases across companies of all sizes, a recent study found.
Only 10% of non-retired Americans will wait until 70 to receive their maximum Social Security benefit payments, according to a recent survey.
Medicare Advantage plans are the fastest growing segment of the health insurance market, according to a recent J.D. Power study.
Financial advisors reported that 40% of their retiree clients were forced into retirement, according to a recent survey by Edward Jones.
Finances are the reason more than one-third of those surveyed said they are awake at night.
One-third of Americans and more than half of millennials believe AI and robotics will provide their future in-home long-term care.
Helping build client confidence can also help build a practice by increasing client referrals.
As consumers’ use of multiple investment firms has increased, research informs how advisors can increase their investor share of wallet.
While both list rising costs among top concerns, employers feel more satisfied with their financial situation than employees,
Cross-selling often results in increased sales revenue and higher rates of client retention and satisfaction.
The 401(k) plan is becoming non-negotiable for those looking for work, and three in four would refuse a new job if it did not offer one.
Financial advisors share their social media advice, including six do’s and don’ts for Facebook and LinkedIn.
Nearly 70% of participants in a recent survey would like more information about annuities as part of their employer-sponsored retirement plan.
Half of pre-retiree question the long-term viability of Social Security, with 26% fearing the benefit will run out of funds in their lifetime.
During a recent NAAIA, three seasoned insurance agency owners discussed what it took to build a successful agency.
Three industry experts share their thoughts on how to enhance this valuable skill.
A growing number of advisors are spurning the “spray and pray” approach, and turning to niche marketing to attract their ideal clients.
