Financial planning for the LGBTQ+ community embodies a wide range of topics like marriage decisions, financial protection, family planning and legacy planning.
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The Zero Estate Tax Plan: The Cure For Planning Fatigue
Life insurance is the bedrock of a plan to provide funds to charity while giving cash to clients’ beneficiaries.
Build A Client Portfolio That Suits Your Strengths
By identifying your ideal client, thinking outside the box, and playing to your strengths, you’ll be working smarter, not harder, to build your business. The result: a client pool tailored to your preferences and strengths, allowing you to boost your portfolio long-term.
“The Path Forward” will be theme of the 2021 National Association of Health Underwriters virtual annual conference, June 27-29. The…
Equitable Holdings, Inc. announced Tuesday that it has successfully closed its transaction to reinsure legacy variable annuity policies sold between 2006 and 2008 with Venerable Holdings.
As Baby Boomer advisors age, business continuity and succession planning are on everyone’s radar. The average age of financial advisors in the United States exceeds 50, and, according to Cerulli and Associates, less than 12% of advisors are under the age of 35.
Dear Editor: In response to your May 24th article, “CT Lawmakers Drop Plan to Expand State Health Insurance,” we have…
Post-Pandemic Economic Growth Could Last ‘For Many Years’
The U.S. economic recovery is now in full swing. Despite the natural challenges of ramping back up, the recovery still seems capable of providing upside surprises.
Taxes A Top Concern Of Advisors And Clients, Nationwide Survey Shows
Nearly three-fourths (72%) of advisors and financial professionals are very concerned about tax increases over the next four years, according to Nationwide’s Washington Impact Survey.
How Does President Biden’s First 100 Days Compare To Trump?
President Biden’s 100th day in office is tomorrow, on April 29. Hard to believe it has been 100 days already, but overall the economy continues to improve and stocks have done very well under our new President.
Insurers Struggle To Convert Online Visits Into Bound Policies
Despite consumers’ widespread adoption of digital channels to engage with insurers, most insurance sales still finalize offline or in-person.
Tabetha Church, of Cleveland, bought a $10 scratch-off and won a $1 million prize, according to an NC Education Lottery news release.
Pandemic Aid Has Worked Well, Fed Says, But Missed Some People
Stimulus efforts have mostly been successful, Fed researchers say. The $5 trillion in COVID-19 relief spending lawmakers have passed in the last year has far eclipsed how much they doled out during the Great Recession and in previous downturns.
5 Things You Need To Know About The Rise Of State-IRA Programs
The realization that most Americans aren’t ready for retirement has caused many states across our country to take initiative to help increase retirement plan access and savings by implementing state-run programs.
A recent study of more than 2,000 U.S. adults, conducted online by The Harris Poll on behalf of MDRT, found that 53% of Americans say their top New Year’s resolution was going to be related to their finances.
Technology Trends Every Agent Should Know
Every American knows how critical video meeting platforms like Zoom have been holding our families and workplaces together in the past year. For many agents, learning how to use such programs was the push they needed to catch up with a key technological trend.
Planners spend their days meeting with clients, working on plans, educating themselves, keeping up with responses to calls and emails, marketing, and trying to find moments to gather their thoughts. The to-do list can feel overwhelming and unapproachable. But, it is possible to organize these tasks and take back control of your time.
Digitalizing processes should not be seen as a replacement for the existing agency model. On the contrary: Digital technology should help insurers to automate standard processes and enable the agent as they advise the client to add an extra layer of personalized services.
According to estimates from recordkeepers and employee benefit research organizations, the average retired couple will spend over a quarter million dollars for healthcare and medical expenses in retirement.
Should Investors Root For Tom Brady Or Pat Mahomes?
The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come from the original National Football League (now the NFC), but when an original American Football League (now the AFC) team has won, stocks fall. What does that mean for Sunday’s game?
