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Single Retirees In Search Of LTRs With Advisors

June 6, 2018

Single retirees who work with an advisor are more confident in their retirement security than those who do not. This represents an opportunity for advisors.

Exclusive

How Young Is Too Young? Life Insurance And Children

May 15, 2018

Why a parent should consider purchasing life insurance on a child.

Exclusive

Who’s Afraid Of The Big Bad Disruptors?

May 9, 2018

Health insurers must guide consumers to the most cost-effective health measures and medical treatments as seamlessly as Amazon Prime serves up suggestions for bedspreads to match the sheets you just bought.

Exclusive

Why EQ Will Be Pivotal For Wealth Advisories Of The Future

May 9, 2018

Emotional intelligence plays a critical role in helping clients successfully navigate their financial lives.

Exclusive

Is There An ‘Insurance Go’ In Our Future?

May 2, 2018

Lessons the insurance industry can learn from Amazon’s grocery store venture.

Exclusive

Serve Clients, Don’t Service Them

May 1, 2018

When you are genuine and focus on serving clients, you will unlock their greatest potential.

Exclusive

Empower Women To Protect Their Incomes

May 1, 2018

As part of your strategy for Disability Insurance Awareness Month this year, consider how you can connect with women about making their income protection needs a priority. Here are a few ways you can bring up the need for IDI with them.

James Comey to Keynote LIMRA Annual Meeting

April 23, 2018

Former FBI director James Comey will headline the LIMRA annual meeting in New York City this fall. Author of “A Higher Loyalty,” Comey is currently locked in a feud with President Donald J. Trump.

Exclusive

Today’s Benefits Broker Becomes A Culture Consultant

April 19, 2018

Today’s benefits brokers must help their group clients establish and maintain a strong company culture.

Exclusive

Commentary: Have We Created A National Shadow Retirement System?

April 19, 2018

More Americans are relying on life insurance as a retirement investment vehicle, but will they receive the income they expect from it?

Exclusive

Client Strategies For Income And Estate Tax Planning In 2018 And Beyond

April 3, 2018

Let’s take a look at some potential income and tax planning strategies that our prospects and clients may want to consider.

Exclusive

How Annuities Can Relieve The Pain Of Taxes

April 3, 2018

It’s crunch time for clients who have not yet filed their income tax returns, and some clients may be feeling the pain of seeing how much tax they are paying on their investments.

Exclusive

Looking At Tax Deductibility Of LTC Combo Policies

March 8, 2018

As tax season approaches every year, one of the questions most often asked is whether the cost of a long-term care (LTC) rider on life insurance is tax deductible.

Help Your Group Health Clients Keep Their Workers’ Hearts Healthy

February 26, 2018

February is Heart Health Awareness Month, but the prevalence of heart issues is something brokers should be prepared to advise employers on year-round.

Exclusive

Bust The Myths About Children’s Dental Care

February 19, 2018

Health benefit advisors can help close the dental wellness gap by distributing small bits of dental communication throughout the year leading up to enrollment.

Exclusive

Financial Advisors Manage Clients’ Emotions, Not Their Money

January 17, 2018

With algorithms taking over the decision-making part of investing, the role of financial advisors in wealth management is shifting from advisory services to client services.

Exclusive

AAP Broadens Scope, Changes Name to ‘Americans for Asset Protection’

January 12, 2018

AAP changes its name to Americans for Asset Protection. Broader mission will include advocacy for “easy access to annuities, life insurance and long term care products.”

Exclusive

Keep What You Already Have: Adding 401(k) Retirement Plan Account Management To Your Practice

January 9, 2018

There is no way on earth that your best clients have identified the best mutual fund options available on their default company 401(k) retirement plan menu.

Exclusive

Adapting To A Connected, Cashless World

January 8, 2018

If technological changes are making life more functional, then we as an industry should also consider how we make our products and services available for consumers to purchase.

Exclusive

How TPAs Can Prepare For The Future Risk Landscape

January 3, 2018

The insurance risk landscape is changing — and third-party administrators (TPAs) with an eye to the future must make evaluating risk management practices a top priority.

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