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 amseka@INNfeedback.com.
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.
The overwhelming majority of employees interviewed describe their level of debt as a problem, according to the 2022 Workplace Wellness Survey published by the EBRI and Greenwald Research.
Well into the 4th quarter of 2022, advisors are left with little time to achieve the professional goals they set…
As a follow-up to its Better Money Habits’ Gen Z 2021 research, Bank of America took a deeper dive into that generation’s distinct approach to money, financial priorities, behaviors and challenges.
With inflation at an all-time high, retirees are finding it difficult to make ends meet and many are spending more in 2022 than they can afford, a recent survey finds.
A recent study among 1,000 young insurance professionals found that 92% see themselves remaining at their current insurance job for…
In the search for new clients, many financial professionals are turning to centers-of-influence marketing, which enables them to network with other professionals and grow their business.
Despite market volatility, high inflation and the threat of a recession, retirement “super savers” continue to making savings a top priority, according to a study by Principal Financial Group.
Industry executives attending a recent EBRI symposium discussed the evolution and challenges of implementing financial wellness programs.
With October being Financial Planning Month, we asked two MDRT members for their recommendations for motivating clients to take action in creating a meaningful financial plan.
While an increasing number of Americans rely on multiple sources of information and advice to make investment decisions, 20% of households cite a financial professional as their primary source, according to a recent survey.
The future of the home and auto-insurance bundle, once a mainstay of property and casualty insurance, customer retention, and lifetime…
Joyce Yoo focuses on helping clients realize their dreams and credits a study group of top professionals with helping her find success.
Health insurance agents who serve the senior market will soon begin their training for Medicare’s Annual Election Period. Many of the general rules governing Medicare remain the same, though some plans and benefits will change.
