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CMS releases proposed payment updates for 2025 Medicare Advantage and Part D programs

February 1, 2024

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.

February 1, 2024
Image of the floor of Congress with the words "Tax Bill Advances" superimposed. Tax-bill-advanced-in-rare-bipartisan-House-vote.

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.

February 1, 2024
Image shows the words "Annuity King Sentence Announced."
A Florida court handed down a penalty for Phillip Roy Wasserman 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.

February 1, 2024
OneAmerica chairman, president and CEO Scott Davison

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.

February 1, 2024

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.

February 1, 2024

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.

February 1, 2024

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.

February 1, 2024

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.

February 1, 2024

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.

February 1, 2024

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.

February 1, 2024

Navigating state-level priorities in 2024

Regulations and legislation impacting financial security are moving into the state arena in the coming year.

February 1, 2024

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.

February 1, 2024

Removing roadblocks to choosing annuities

How advisors can help clients overcome the hurdles that prevent them from considering lifetime income strategies.

February 1, 2024

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.

February 1, 2024
A senior man walking into a maze of health solutions and financial risk.

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.

February 1, 2024

Interest rates, rising demand driving annuity sales growth

More consumers are seeking protection and guaranteed income.

February 1, 2024

Your client is the executor. Now what?

Six ways advisors can help clients through the financial and emotional aspects of settling an estate.

January 31, 2024
Glamorous women walking, holding a cellphone, is surrounded by cash floating around her. Relationship-status-influences-womens-financial-behavior-mindsets.

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.

January 31, 2024

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.

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