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January 1, 2024

If selling life insurance were easy, everyone would do it

The right way to have difficult conversations about buying life insurance.

January 1, 2024

4% is a safe starting withdrawal rate for retirees, research finds

The surge in the withdrawal rate is attributed to higher fixed-income yields and a reduced long-term inflation estimate.

January 1, 2024

Workplace benefits help get employees in the door — and keep them there

Research reveals what benefits attract and keep employees.

January 1, 2024
Now is a great time to educate your clients on the best ways they can protect themselves against this increased uncertainty.

Navigating uncertainty in a presidential election year

Financial security is attainable for everyone. And it all starts with a holistic financial plan.

December 29, 2023
Person working with financial applications, with overlay of the 2024 Financial Outlook.

What’s in store for the markets and economy in 2024?

Three financial-services firms  –  Citi Global Wealth, Bank of America, and JP Morgan – offer their financial outlooks for 2024.

December 29, 2023
Image showing a magnifying glass through which can be seen the words "Long Term Care."

Study finds long-term care coverage rare, costs high

A recent study finds that only a small percentage of Americans have sufficient long-term care insurance, and that costs are high.

December 29, 2023

2024 will be the year data finally starts working for you

Data and artificial intelligence will enable the industry to be more effective and serve more consumers in 2024.

December 28, 2023
Image of small signs stacked up on the numbers "2024" that list the various types of insurance, such as life, home and health.

Insurers look at challenges, efficiencies for 2024

The new year, 2024, will present many new challenges and shifting trends in the insurance industry, according to J.D. Power.

December 28, 2023
Image shows the year 2024 with an arrow pointing up
Life insurance sales are likely to trend up in 2024, LIMRA says.

Life sales review: a 2023 sales dip should reverse in 2024, LIMRA says

The combination of a strong economy and positive regulatory landscape should push life sales up in 2024 and 2025, LIMRA reports.

December 28, 2023

Weight loss drug trends for employers to know in 2024

Weight-loss drugs are gaining in popularity and employers must determine whether and how they will be covered.

December 27, 2023
Image shows the NAIC logo over a Department of Labor background.
State insurance regulators say the DOL should take their annuity rules into account.

NAIC ‘greatly disappointed’ in DOL diss of state annuity sales rules

The National Association of Insurance Commissioners reminded the DOL that states have the right to regulate insurance and the fiduciary rule is a bad fit.

December 27, 2023
Image of a boxing glove with the NABIP logo on it.

NABIP will ‘go on the offense’ regarding public policy in 2024

The CEO of the National Association of Benefits and Insurance Professionals wants to see 2024 as the year in which the association is “responsive and not reactive.”

December 27, 2023
Image shows the year 2024 with a bullseye
Annuity sales are expected to remain very strong through the next couple years.

Annuity sales review: 2023 was great but 2024 could be even better

Sales of annuity products hit record highs throughout 2023 and ended the year riding a wave strong enough to raise expectations for 2024 and beyond.

Weight-loss drug use, mental health concerns among trends in employer-based health care in 2024

December 27, 2023

Health care plans will continue to evolve next year and beyond. Employers must stay aware of these changes and adapt their plans accordingly.

December 26, 2023
Image shows the State Farm logo
Plaintiffs claim that State Farm committed fraud in calculating vehicle loss assessments.

Judge green lights lawsuit accusing State Farm of fraud in accident claims

A class-action lawsuit accusing State Farm of “a fraudulent scheme” to undervalue vehicle loss assessments can continue, a federal judge ruled last week.

December 26, 2023
Image shows the New York Life logo and an AI background.
New York Life recently boosted its artificial intelligence team.

New York Life explores generative AI possibilities with ex-MLB executive

Both state regulators and insurers like New York Life are exploring the potential for artificial intelligence in the future of insurance.

December 26, 2023
Image shows the words "First Comments Released" and the Department of Labor logo.
The Department of Labor is released public comments on its fiduciary rule proposal.

DOL fiduciary rule comments number 14,000+ as opposing views harden

Federal regulators are releasing a steady trickle of the more than 14,000 public comments on the Department of Labor’s contentious fiduciary rule proposal.

December 26, 2023

A tech-savvy New Year’s resolution guide for financial wizards of 2024

Embrace your inner financial superhero and get ready to soar through 2024 with these tech-tastic New Year’s resolutions.

December 25, 2023

2024 predictions: Economy cooling, health care costs increasing

What will 2024 bring for the economy and health care? Some good and bad news among the predictions.

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