The science of successful habits
The beginning of a new year is the perfect time to set that Big Hairy Audacious Goal for yourself and your practice. But you won’t achieve it overnight.
The fear factor: Consumers and their finances
Americans share what scares them most about their finances.
Index crediting strategy: Which one is best for your clients?
A three-step approach to understanding the index crediting strategy that will protect your clients’ investment.
The new DOL proposal is not in consumers’ best interests
We are not opposed to fiduciaries; we are opposed to depriving consumers of choices.
Financial professionals can help solve the financial literacy riddle
Here are some ways you can help boost the financial knowledge of people in your community
Proposed fiduciary rule: A threat to advisors and investors
In the evolving landscape of the financial services industry, regulatory changes often spark debate and concern among financial advisors.
If selling life insurance were easy, everyone would do it
The right way to have difficult conversations about buying life insurance.
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.
Workplace benefits help get employees in the door — and keep them there
Research reveals what benefits attract and keep employees.
Navigating uncertainty in a presidential election year
Financial security is attainable for everyone. And it all starts with a holistic financial plan.
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.
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.
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.
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.
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.
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.
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.
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.”
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.
