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NAILBA

November 19, 2024

Insurers face tough risk call on weight loss drugs like Ozempic, says panel

WASHINGTON, D.C. – Whether insurers cover weight loss drugs like Ozempic is a unique risk proposition that needs more data….

NAILBA’s new brokerage leader charged with accelerating growth plan

November 18, 2024

WASHINGTON, D.C.–There is “an energy” around the value proposition that the brokerage industry brings to financial services, said Warren May,…

November 18, 2024
Illustration showing two business people shaking hands, with the logos for NAILBA and FINSECA beside them. NAILBA-and-Finseca--one-year-into-a-partnership.

NAILBA and Finseca celebrate two years of growth, 10,000 members

WASHINGTON, D.C. – It’s been two years since the National Association of Insurance and Life Brokerage Agencies and Finseca merged…

November 18, 2024
The year 2030 displayed in a crystal ball. Retirement-2030-Looking-into-the-crystal-ball.

Retirement 2030: Looking into the crystal ball

The U.S. is about to enter an era defined by a record aging population, economic volatility, and evolving political influences,…

NAFA

October 4, 2024
Image shows two people in the shadows before a table with laptops.
Artificial intelligence is going to have a big place in the insurance industry, a NAFA panel agreed.

If you’re not using AI you’re ‘ten years behind,’ speaker says

DALLAS – Artificial intelligence brings the potential to change the insurance industry from risk to pricing to customer leads. Yet,…

October 3, 2024
Image shows a city skyline scene with some chart images in front.
Annuity products are selling best when tied to indices.

‘Massive opportunity’ for indexed annuity sales growth, panelist says

DALLAS – The soaring star of annuity sales – registered indexed-linked annuities – will continue selling well despite economic uncertainty,…

October 3, 2024
Image shows economic charts.
Interest rates are going to have a big impact on the economy going forward, a NAFA panel noted.

Panel: Bitter presidential election unlikely to have major economic impact

DALLAS – Moderator Jamie Branyan of CANNEX had a simple ask Thursday morning during a panel discussion on the upcoming…

October 3, 2024
Image shows financial data and a stack of coins.
The distribution of annuities is a thriving business in multiple channels.

IMO consolidation, new products, recruitment top distribution challenges

DALLAS – The merger-and-acquisition activity in the independent marketing organization corner of the insurance world is one trend that defies…

NAIFA

September 23, 2024
life insurance

LIAM looked different but the message is still the same

Life Insurance Awareness Month is winding down and this year’s observance looked a little different from those of previous years….

September 23, 2024
financial coach

Why you should partner with a financial coach

People make decisions about money and handle money every day. A financial coach helps them optimize their money by guiding…

September 23, 2024
grief

Grief: Walk with clients through their worst days

When you can walk someone though the toughest times of their life, you have a client for life. That was…

September 22, 2024
Illustration of a fisherman landing a large fish. How-to-reel-in-and-keep-that-really-big-insurance-client.

How to reel in (and keep) that really big insurance client

Most insurance agents dream of landing a BIG case, the high-net-worth client who represents a ticket into the big leagues….

September 20, 2024
Illustration of a financial advisor sitting with a client answering questions.Consumers-turn-to-advisors-for-answers-on-Social-Security.

Consumers turn to advisors for answers on Social Security

The first and biggest financial decision older Americans must make is when and how to claim Social Security benefits. Consumers…

September 20, 2024
Illustration of a person in a stately home surrounded by monetary symbols. Why-clients-need-life-insurance-as-part-of-holistic-planning.

Why clients need life insurance as part of holistic planning

Investors need holistic planning and cash value life insurance fits into that planning, said Daniel Jack at the National Association…

September 19, 2024
Illustration of an image of George Washington inside a giant zero made of dollar bills. Helping-clients-get-to-a-zero-percent-tax-bracket-in-retirement.

Helping clients get to a zero percent tax bracket in retirement

Cash value life insurance has a role to play in helping clients get to a zero percent tax bracket in…

September 19, 2024
Photo illustration of a worker sculpting a large, marble sculpture of the word "TAX." Its-time-for-financial-professionals-to-help-shape-tax-reform-debate.

It’s time for financial professionals to help shape tax reform debate

Provisions of the Tax Cuts and Jobs Act of 2017 that impact individual taxpayers will expire at the end of…

September 19, 2024
Graphic illustration of an advisor sitting at a table answering Medicare questions of a consumer. How-to-answer-client-questions-about-Medicare.

How to answer questions about Medicare

You’re meeting with a client to discuss life insurance, or maybe something regarding retirement planning when they ask a question…

LIMRA

September 18, 2024
Image shows an AI scene
Americans still trust traditional advisors more than AI.

AI comes with great promise (and ethical risks) for the insurance industry

NASHVILLE – Artificial intelligence has powerful potential, which can be classified as good or bad. Insurance is among the industries…

September 18, 2024
Image shows graphics of several men running
In-plan annuity sales are showing signs of life.

In-plan annuities still suffer from Ken Fisher-led reputational attacks

NASHVILLE – Reputation might be all that is holding back annuities from taking up a steady residence inside retirement plans….

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