April 25, 2023 Todd Giesing Strong annuity sales forecast through at least 2027, LIMRA says Annuity sales have settled in on a new tier – a $300 billion-a-year tier – and are expected to remain…
The customer journey through the ‘purchase funnel’ April 25, 2023 How do consumers recognize their need for life insurance, shop for it and eventually purchase coverage? The customer journey involves…
April 24, 2023 "A best interest standard is better." Annuity regulation comes into focus, but more to come The regulation of annuities is proceeding down two tracks that could come to a head very soon. There is no…
April 24, 2023 Pandemic left lasting appreciation for mortality, life insurance in young people, LIMRA/Life Happens poll shows The memory of the dark, scary days of the COVID-19 pandemic might be fading but the lessons are apparently imprinted…
April 24, 2023 The top three trends affecting distribution at BGAs and IMOs The distribution of life insurance and annuities is forever evolving, but perhaps more than usual at the moment as various…
Life insurance sales continue to backslide from pandemic highs, study finds November 16, 2022 DALLAS – Life insurance sales trends are cooling off from the COVID-19 pandemic sales bump. The question for the industry…
November 15, 2022 SECURE 2.0 might have to wait, NAILBA panelist says DALLAS – The clock might run out before Congress can get around to vote on the popular SECURE 2.0 retirement…
November 15, 2022 Panel: Acquisition activity likely to continue despite higher cost of debt The cost of debt is going up significantly with the rising interest rates, but mergers and acquisitions are likely to…
November 15, 2022 Marc Cadin speaks at NAILBA Monday. NAILBA marks merger with Finseca by urging member growth DALLAS – The National Association of Insurance and Life Brokerage Agencies and Finseca leaders finally shared a stage Monday months…
October 18, 2022 Fed likely to push interest rates to 5%, Obama economist says CHICAGO – The Federal Reserve is likely to keep pumping up interest rates until they hit 5%, said Christina Romer…
October 18, 2022 Executive panel tackles ‘awkward’ and evolving competitive relationships CHICAGO – The popular executive roundtable featured an eclectic group of often competitive companies Monday at the LIMRA 2022 Annual…
October 17, 2022 Annuity buyers in a protection mode As 2022 winds down, one thing is clear in the annuity world: protection is king. LIMRA estimates that annuity sales…
October 17, 2022 ‘Deaths of despair’ rising dramatically and insurers feel the pain About 2.5 million Americans died between 1999 and 2021 from what experts are calling “deaths of despair” related to suicide,…
October 17, 2022 McKinsey: Life insurance business may segment in search of greater yields CHICAGO – Pressure to make targeted plays for value could push life insurers into more segmented business operations going forward….
October 17, 2022 Booming sales could be even better, Levenson says Even though life insurance products, especially annuities, are having their best year ever, there is still an enormous demand out…
October 16, 2022 Women double life sales, advisor study finds More financial advisors are getting into insurance and women are outpacing men in business growth, both because of a broader…
October 16, 2022 LIMRA panel to share plans to win the ‘war for talent’ Attracting and retaining talent was already a major issue in financial services long before the COVID-19 pandemic caused major disruptions….
A winning presentation for financial advisors: Lead with your story August 19, 2022 One way to establish credibility as an expert is to use what Caleb Guilliams calls “other people’s audiences.” Guilliams, founder…
How to overcome change resistance August 18, 2022 Why do people resist change? Michelle Rozen, a psychologist who is known as “The Change Doctor,” gave some insights during…
Using leverage to scale your practice August 18, 2022 Leverage is using something to the maximum advantage. Leverage amplifies your product or service. How can leverage increase your practice?…