The Centers for Medicare & Medicaid Services released the Calendar Year 2025 Advance Notice for the Medicare Advantage and Medicare Part D Prescription Drug Programs that would update payment policies for these programs.
Tax bill advanced in rare bipartisan House vote
Both Democrats and Republicans in Congress showed strong support for the Child Tax Credit and some business tax breaks as the House voted to send a bipartisan tax package to the Senate on Wednesday.
‘Annuity King’ Phillip Roy Wasserman sentenced to prison for $6.3M fraud
A Tampa, Fla. judge sentenced Phillip Roy Wasserman to a lengthy prison term Wednesday for overseeing a fraud that cost retirees millions.
Crafting financial success with time-tested tools — with OneAmerica Financial’s Scott Davison
OneAmerica Financial’s longevity — as well as its expertise in hybrid long-term care insurance and strength in whole life insurance — is among the factors that have driven it to become one of the fastest-growing mutual insurance holding companies in the U.S., said chairman, president and CEO Scott Davison.
Helping high net worth clients sleep at night
Serve HNW clients by addressing their unique concerns. Advisors who specialize in the HNW market said their ability to be a trusted partner on their clients’ financial journeys.
The man with the $50B plan — With Eugene Mitchell
Eugene Mitchell discusses his efforts to expand life insurance ownership to create generational wealth in the Black community.
Grit: Embracing the daily grind in pursuit of your goals
It’s not the great days that make us great; what makes us great is doing what we are supposed to do on the bad days when we want to give up.
Thrive and grow: 4 ways to protect and grow your business
Finding additional ways to serve and educate clients will keep them from looking elsewhere for help.
Start the life insurance conversation during Insure Your Love Month
Consumers are confused about life insurance, even though they realize they need coverage. Here’s how advisors can steer them in the right direction.
What obesity management drugs mean for obtaining life insurance
These medications have been game-changers for those struggling with weight issues, but advisors must ask the right questions when users apply for coverage.
Navigating state-level priorities in 2024
Regulations and legislation impacting financial security are moving into the state arena in the coming year.
Connecting with the HNW market: Start with research
Identifying your high net worth prospects’ needs can help you provide the correct solutions for them while building long-term relationships.
Removing roadblocks to choosing annuities
How advisors can help clients overcome the hurdles that prevent them from considering lifetime income strategies.
Tech-savvy younger clients can find HSAs a strategic tool
Brokers can reach younger generations by pointing out the secure and easy-to-access online features that today’s health savings accounts offer.
Navigating the maze of long-term care insurance
As the population ages and life expectancy continues to rise, the need for long-term care insurance has become increasingly evident.
Interest rates, rising demand driving annuity sales growth
More consumers are seeking protection and guaranteed income.
Your client is the executor. Now what?
Six ways advisors can help clients through the financial and emotional aspects of settling an estate.
Relationship status influences women’s financial behavior, mindsets
Changes in relationships can impact the financial behaviors and mindsets of women, according to a study recently released by Equitable.
What employer health plan fiduciaries must know about disclosure requirements
Employers now have specific requirements to publicly disclose information about their health plans. Some fear employers can open themselves up to class-action lawsuits brought about by employee plan participants for failing to adequately monitor health plan administrators and the reasonableness of health plan fees.