Susan Rupe is managing editor for InsuranceNewsNet. She formerly served as communications director for an insurance agents' association and was an award-winning newspaper reporter and editor. Contact her at [email protected].
Eliminating or capping the employer tax exclusion could be disastrous for the employer-based health insurance market, forcing many employers to exit the market, says NABIP.
Helping clients create generational wealth is crucial to helping close the racial wealth gap, says one advisor passionate about educating Black clients on ways they can attain financial security.
How do we deal with the debt crisis without tanking the economy? A group of analysts shared some thoughts and a plan.
The industry marks the month of February as Insure Your Love Month. It’s the perfect time to get your prospects to understand why buying life insurance is an act of love.
Financial services is the hardest career in the world – and that’s why you should love it. Joe Templin, author and coach, said there are many reasons to love the business and many ways you can build a practice that loves you back. Serving clients, he said, “is a reflection of love.”
What are some of the myths that prevent women and people of color from seeking careers in wealth management?
Just because a couple has a prenuptial agreement or keeps separate assets doesn’t mean that the couple doesn’t want to plan together. Kaylin Dillon works with couples who have prenups or maintain separate assets and helps them to work toward a joint financial future.
With a large percentage of couples identifying as child-free, there’s an opportunity to provide advice for their unique needs.
Katie Kimball said one of the most satisfying aspects of her practice is working with couples as they begin to build their lives together.
“There’s nothing more powerful than a couple who can work as a team,” said an advisor who helps preretirees plan for the future.
Life can get busy – especially for dual-income couples. So often, the busy-ness of daily life means that people live their financial lives by default.
A big case doesn’t just fall into your lap. Here are stories of how advisors prepared and worked as a team with other professionals to be ready to win over the big client.
A Connecticut program that aims to help members of underserved communities enroll in health coverage while increasing the number of insurance brokers of color in those communities is more than halfway through its first year.
Clients may not be happy about taking required minimum distributions if they don’t need the money right now, but there are some ways advisors can help ease their concerns.
When everyone profits. you have a sustainable relationship that will grow over time.
When Andy Panko started his Facebook group, Retirement Planning Education, in April 2020, his goal was to grow the group to 1,000 members by the end of the year. Instead, he hit that goal in only a few months, and the group kept on growing to the point where it is at more than 37,000 members today.
Partnering with others. Deciding what you want more of in your life and in your practice. Solving your client’s biggest problem. Those were among the ideas that three top advisors presented during a National Association of Insurance and Financial Advisors webinar on “Transferable Sales Ideas from the Best in the Industry.”
Recession, interest rates and rising costs are among the factors influencing the markets in 2023.
Other challenges the health insurance industry must address include an unprecedented workforce shortage in health care, an unprecedented demand for mental health care and increased rates of substance abuse.
Nearly 40 years after developing the Life Underwriter Training Council Fellow designation, the National Association of Insurance and Financial Advisors will launch a new LUTCF program by mid-year.
