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].
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.
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.
As advisors increasingly work with clients and prospects virtually as well as in-person, many are looking for ways to successfully carry out one of their most critical tasks: obtaining referrals and introductions.
As Americans continue to grapple with high inflation, a new survey finds nearly half of its respondents are very concerned about inflation, and a third are holding more than 90% of their investable assets in cash.
Young workers are relying on more than their 401(k) plans to save for retirement, as other types of investments are playing a greater role in their long-term wealth plans, according a Schwab Retirement Plan Services study.
High inflation is causing many Americans to skimp on everything from buying groceries to paying for critical health care expenses, according to a recent Nationwide Retirement Institute survey.
During the height of the pandemic, advisors were forced to use remote communications to reach existing clients and acquire new ones. Now that a sense of normalcy has returned, advisors are looking for methods to effectively prospect in today’s hybrid world.
About 8 in 10 respondents to a recent study said they are taking steps to pass on wealth to their heirs, but are not discussing their plans with heirs – in some cases, in order to avoid any conflict such plans may evoke.
With a life insurance gap still present among Black Americans, an MDRT member shares some critical insights agents should keep top-of-mind as they pursue the African- American market.
For the sixth consecutive year, the percentage of uninsured women has increased, according to the 2022 Insurance Barometer Study by LIMRA and Life Happens.
Given inflation spikes and volatile markets, Americans surveyed expect they’ll need $1.25 million for a comfortable retirement – a 20% increase over last year’s expectations, according to recent study.
Agents selling long-term-care insurance (LTCI) have witnessed several important developments recently, including, in some cases, a reduction in new business premiums for the first time in many years.
During November, which is Long-Term Care Insurance Awareness Month, financial professionals will share the message with clients and prospects that obtaining LTCi can help cover the cost of care which the majority of seniors are expected to need.
