Content marketing planning: 5 best practices for advisors
Content marketing strategy requires more than just quantity — it demands strategic planning and execution.
Market reacts positively to Nippon stake in Corebridge Financial
Market responds positively to AIG’s sale of a 20% stake in Corebridge Financial to Japan’s largest life insurer.
Prescription drug issues dominate health care policy in 2024
Prescription drug pricing, pharmacy benefit manager reform and the No Surprises Act are among the health care-related issues making news in Washington.
Retirees shifting portfolio focus from growth to new target, study finds
Retirement-aged Americans are changing their investment priorities from growth and higher returns. We talked to an expert to find out why.
Panelists debunk ESG ‘myths’ surrounding new SEC climate rule
Ahead of the SEC moving forward with new Climate Change Disclosure Rules, experts debunk four ESG-related “myths.”
NAIFA members discuss financial security at the Capitol
The National Association of Insurance and Financial Advisors wraps up its 2024 Congressional Conference Tuesday with a visit to Capitol Hill to discuss issues facing the industry and the people it serves.
Opinion: Why the DOL’s Retirement Security Rule is the emperor of all public policy mistakes
Will the DOL’s new Retirement Security Rule advance the interest of retirement investors? Or will it produce the opposite outcome?
Riches beyond income: Why high earnings don’t always equal wealth
Several factors can prevent high earners from building wealth.
How to address your client’s annuity concerns
Although annuities are experiencing record sales, financial professionals may still face objections when trying to sell them.
Health care in 2024: The patients are not all right
Patients are at the heart of the health care industry. Some patient characteristics have remained negative since the pandemic era while others are getting worse. What does that mean for health care providers and the health insurance industry?
The retirement risks your client may not have considered
Taxes and legislation can post a greater risk to a client’s retirement than what they realize.
$15M premium financing lawsuit against bank, advisor, PacLife is settled
An Oklahoma lawsuit over a premium financing plan involving a $15 million life insurance policy has been settled.
DOL pulling a ‘deceptive’ maneuver with new fiduciary rule, analyst says
The Department of Labor wrote its new Retirement Security Rule with a big focus on surviving a court challenge. Have they succeeded?
1 in 5 surveyed admit lying on their insurance applications
One in 5 Americans surveyed have admitted to lying to some degree on their insurance applications, according to a new report from NerdWallet.
Munich RE says electronic health records ‘underutilized,’ but hopes to change that
Electronic health records are “underutilized,” but have the potential to facilitate faster, more accurate underwriting, says Munich Re exec.
Are financial woes keeping young high earners from actively planning for retirement?
Are concerns about student loans and a high-interest housing market keeping young high-earning Americans from retirement planning?
The case for consolidating policy administration systems
Carriers eventually reach the point where they must consolidate their systems to make operations more efficient.
Does it make sense to plan to age 95?
A new report said that with 95% of Americans older than 60 having at least one chronic condition, the average actuarial life expectancy for those with chronic health conditions is significantly lower.
Grow your business with values-based investing
By Donald F. White The ability to articulate your values is a struggle for many people. It is not that…
