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August 1, 2023
Image of Sutton White with the title: Indexed Products: Why are they so popular?"

Indexed products: Why so popular and what are the downsides?

John Hilton discusses how indexes work and why indexed products resonate with consumers with Sutton White of Life Innovators.

August 1, 2023
Image of a toy man sitting on a stack of coins

Unlocking the power of FIAs in a secure retirement plan

Fixed indexed annuities (FIAs) are becoming increasingly popular, with FIAs forecast to see a 25% rise in sales this year.

August 1, 2023
Image of an arrow moving sharply upward. Indexed, MYGA annuities set Q1 sales record, says Wink.

Indexed, MYGA annuities set Q1 sales record, says Wink

Annuity sales are on a hot streak, with indexed and multi-year guaranteed annuities setting an all-time sales record in the first quarter of 2023.

August 1, 2023
Image of many black people holding hands, forming a circle. Empowering African American agents to remain in the game.

Empowering African American agents to remain in the game

During a recent NAAIA, three seasoned insurance agency owners discussed what it took to build a successful agency.

August 1, 2023
alternative

Adding alternative investments to your wealth practice with PPLI

Investors are diversifying beyond stocks and bonds. How to use private placement life insurance.

August 1, 2023

Chasing the Index: Life and annuity indexed products explode

Indexed products are topping the sales charts and making regulators uncomfortable. Where will these hot-selling products go from here?

August 1, 2023

Patience pays off — With financial advisor Christina Ma

Christina Ma’s mother saw that her daughter’s talents would make her a good fit to eventually become part of the second generation to serve in her family-oriented practice.

August 1, 2023
Brooks Tingle talks to an attendee at an internal John Hancock showcase in 2017 at which the strategy and vision for behavioral insurance was presented.

Putting the ‘life’ in life insurance — With John Hancock CEO Brooks Tingle

John Hancock President and CEO Brooks Tingle has helped rethink what life insurance can mean to the consumer by helping improve customers’ health and well-being and providing security.

August 1, 2023

Guiding clients through a realistic retirement budget

Help clients envision the retirement they want and let them know what it will take to make it happen.

August 1, 2023

Elevating women in the financial security profession

The financial security profession must focus on recruiting more women into this profession and making this profession worthy of the women who enter it.

August 1, 2023
There is also now some discussion of AI-driven indices, which would allow for using massive amounts of data to drive an index.

The explosion of index-based annuities

In recent years, the financial industry has witnessed a significant surge in the popularity of index-based annuities…

August 1, 2023

Tips to sharpen your networking skills

Three industry experts share their thoughts on how to enhance this valuable skill.

August 1, 2023

10 questions carriers don’t want you to ask about life and LTC insurance

The market is trending toward hybrid products, and you must be certain of each product’s strengths and weaknesses.

August 1, 2023

Connect employee benefits to workforce culture

Help your employer clients optimize the value of their benefits program.

August 1, 2023

Find success in cross-selling life insurance

Multiline customers tend to be loyal and informed consumers.

August 1, 2023

Building deeper connections and more trusting relationships

Establishing client relationships lays the groundwork for a long-term, mutually beneficial connection.

August 1, 2023

Four words that move the annuity conversation

Words to use and words to lose when communicating about annuities to clients.

August 1, 2023

Political advocacy is in our clients’ best interests

Best-interest standards are good for our clients and also benefit us as advisors.

August 1, 2023

The data privacy landscape is plagued by fragmentation

The twists and turns in data privacy law keep insurance advisors and carriers on the edge of their seats.

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