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Conference Coverage

NAILBA

New DOL fiduciary rule sets up ‘direct confrontation’ with court precedent

November 2, 2023

HOLLYWOOD, Fla. –The Department of Labor’s latest attempt at an industrywide fiduciary standard is dominating conversation here at the 42nd…

Lenox Advisors founder shares tips for firm success in tough environment

November 2, 2023

HOLLYWOOD, Fla – Rick Van Benschoten helped found Lenox Advisors in 1995 with two friends and partners. By the time…

LIMRA

October 25, 2023
Image shows a man in a futuristic scene.
The way distribution serves customers is changing, a LIMRA panel agreed.

Distribution with scale has potential to grow industry, panel says

WASHINGTON, D.C. – The long-term impact of private equity on the distribution of insurance products to Americans who desperately need…

October 25, 2023
Image shows two people talking and holding a pad
Wholesaling faces challenges related to cost and efficiency.

Wholesalers relying more on virtual communication in the past year

In the wake of the pandemic, financial firms have reevaluated their wholesaling team structures and how they interact with advisors….

October 25, 2023
Image is a graphic of three light bulbs in various states.
Accelerated underwriting comes with its own set of questions.

Accelerated underwriting: an idea whose time has (finally) come?

Accelerated underwriting held the promise of revolutionizing the life insurance buying experience for at least a decade. That promise is,…

October 24, 2023
Image shows two people amid planning documents
Planning for retirement is a commitment, experts say.

Education, delivery methods are keys to self-directed retirement planning

If Americans are to successfully master the transition to self-directed retirement planning, it is going to take a lot of…

October 24, 2023
Image shows a tree shaped like a dollar sign being watered from above.
The insurance industry continues to struggle to extend life insurance coverage to Americans who need it.

Adding agents of color can help close the life insurance gap, panel agrees

WASHINGTON, D.C. – As the U.S. population grows ever more multicultural, New York Life is growing along with it. The…

October 24, 2023
Image shows a man about to enter a lighted room.
In-plan annuities should have a bright future, an expert says.

‘Gates have opened’ for in-plan annuities, LIMRA Research Director says

Legislative changes, product development and an enthusiastic industry are opening the gates to annuity products inside retirement plans. Still, analysts…

October 23, 2023
Image shows LIMRA CEO Dave Levenson
LIMRA is working on several big projects at once.

LIMRA members confront ‘overwhelming’ change, CEO says

The LIMRA 2023 Annual Conference sold out long before the doors opened at the Gaylord National Resort & Convention Center…

October 23, 2023
Image includes the words, "AI on the rise with carriers" with technology images in the background.
Carriers are committed to AI, analysts say.

Carriers plan to increase their investments in AI over the next five years

Life and annuity carriers are on a journey to move from modernizing their legacy technology systems toward a greater investment…

October 23, 2023
Image shows a globe with people in the distant background.
Talent acquisition and customer experience are two major issues for the industry going forward, executives say.

Are financial services’ employees ever working from the office again?

WASHINGTON, D.C. – Thirteen percent of employees are full-time remote, according to Forbes, while another 28% work some form of…

NABIP

NABIP names Jessica Brooks-Woods as incoming CEO

June 27, 2023

(Washington, DC) – Following an extensive national search, Jessica Brooks-Woods, MPM, PHR, has been appointed as the incoming CEO of…

June 27, 2023
benefits brokers

Seven ways benefits brokers can wow clients beyond open enrollment

Any benefits broker can impress their clients when it’s time for open enrollment. But it’s what that broker does beyond…

June 27, 2023
mental health

Mental health benefits become a ‘must have’ in the workplace

Mental health benefits are no longer a “nice-to-have” workplace benefit but have become a “really big, must-have pain point, especially…

June 26, 2023
Medicare Advantage

Clarifying Medicare Advantage marketing rules

The Centers for Medicare and Medicaid Services has been cracking down on Medicare Advantage marketing, leaving Medicare agents subject to…

June 26, 2023

Making long-term disability insurance a priority for employers, workers

Benefits brokers spend only a few minutes a year discussing long-term disability insurance with their employer clients, and that means…

LIMRA

Rising interest rates helping to stabilize long-term care insurance policies

April 26, 2023

SALT LAKE CITY – When interest rates rose, it meant good news for insurers holding books of long-term care insurance…

Speaker: will life insurance companies stop writing policies less than $250,000?

April 26, 2023

SALT LAKE CITY – Inflation and rising interest rates. Regulatory pressure and market volatility. These unique economic conditions might force…

Panel: Advisors will warm to annuities, opening up big market

April 26, 2023

SALT LAKE CITY – The advisor’s office is where annuity sellers have longed to find acceptance, only to be repeatedly…

RILAs showing ‘almost unprecedented’ growth, speaker says, here to stay

April 25, 2023

SALT LAKE CITY – The shine might be off registered indexed-linked annuities (RILAs) now that interest rates are climbing higher…

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