Economic challenges spur need for employer-sponsored lifetime income options
Inflation is raising fears among employer-sponsored retirement plan participants that they will run out of money when they retire.
Goldman Sachs asset management survey finds ‘cautious optimism’
A major survey of 359 CIOs and CFOs, representing more than $13 trillion in global balance sheet assets, indicated some “cautious optimism.”
A third of young investors looking to switch advisors, study finds
Almost one in every three millennial investors plans to switch advisors within the next year, according to new research.
Expanding cost-effective health care options for all employees
Health solutions – including telehealth, flexible spending accounts and wellness programs – go a long way in ensuring a productive workforce.
Cancer cases are skewing younger: How one insurer is responding
Cancer diagnoses are on the rise – especially in younger adults – and that’s changing the way one insurer handles marketing and claims.
Black Americans financially stressed, but optimistic, study finds
Although Black consumers frequently report facing financial stress, many report optimism that their financial health will improve.
Insurers should review their tax-exempt holdings
Insurance companies have been allocating away from tax-exempt bonds in response to lower corporate tax rates and rich tax-exempt valuations.
Some states could see home insurance increases as high as 23%, study finds
More home insurance increases are expected this year, with a potential 6% nationwide increase expected, according to a recent study.
Most HSA owners taking distributions but few are investing
Average health savings account contributions are well below the maximum allowed, even though most HSA owners are taking distributions from their accounts and few are investing in them.
$1.6 trillion in U.S. homes uninsured, mostly among Hispanic and African-American families
One in 13 American homes – equivalent to $1.6 trillion in uninsured home value – does not have home insurance coverage, a new report finds.
The ‘triple whammy’ keeping women from saving for retirement
Three factors contribute to women’s inability to save for a secure retirement, a financial expert said.
Everyone needs financial literacy education
Advisors get creative in providing the financial literacy message to diverse audiences.
The need for speed — With Sammons CEO Esfand Dinshaw
Sammons Chairman and CEO Esfand Dinshaw sees “instant” underwriting decisions as the key to increasing life insurance sales — and AI as the key to achieving that immediacy.
It started with a book — With Mike Paffhausen
Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.
Who will speak for our clients on Capitol Hill?
No one can tell the story of what consumers need better than financial professionals can
Digital transformation: How tech is shaping the life insurance landscape
Underwriting is experiencing a transformation while digital point-of-sale platforms are streamlining the purchasing process like never before.
Embracing community as a cornerstone of your financial services journey
Finding your community will help you grow as you serve your clients.
LTC planning’s power lies in relationships, not revenue
Shifting toward early long-term care planning strengthens client relationships, reflecting evolving perspectives on care and financial well-being.
Intermediaries forecast growth in sales and recruitment
A study shows BGAs and IMOs have high expectations of sales growth while meeting the challenges of agent recruitment.
