Tyrone Clark talks talks about the successful tactics needed to position your practice and cut marketing costs while selling more annuities.
Cyber insurance, once viewed as a desirable security accessory, has evolved into an incident response and business resilience lifeline.
Despite some signs of an improving economy, some institutional investors are nevertheless bracing themselves for what’s called a “black swan,” or “tail risk” event, according to a recent survey.
The latest group IRS authorities are targeting is small business owners who use a specific kind of insurance that helped thousands weather the COVID-19 pandemic: microcaptives.
When Constellation Insurance sought to dive into the annuity market, the insurer first had to address the difficult legacy of Ohio National. Enter AuguStar.
Young adults want to accomplish things quickly, so ease of doing business is important to them when they work with an insurance advisor.
Health care touches almost every aspect of life, and the new CEO for a health insurance brokers’ professional association wants her organization’s members “to impact health care delivery in a meaningful way.”
Inherited IRA beneficiaries will benefit from an advisor’s help in navigating the new IRS rules.
Lincoln Financial and nine plaintiffs – including a former Lincoln agent – suing over fixed indexed annuity performance agreed on a mediator to settle the dispute.
The Washington Office of the Insurance Commissioner reports a historic volume of insurance claims complaints since 2021.
Financial companies have more reasons than ever to talk directly to consumers.
New York regulators put insurance companies on notice for selling multiple versions of the same policies, saying the practice is discriminatory.
Financial planning for young adults is more like a winding road, said an advisor who works with multigenerational clients.
Colorado regulators are pulling the plug on Friday Health Plans Colorado, a move that means more than 30,000 residents of that state must find other health coverage.
While most Americans will need some type of long-term care, a recent survey revealed that only 54% of financial professionals recommend or offer LTC protection to their clients.
Replacement cost endorsements help homeowners protect the full value of their home and personal property. However, after a loss, most homeowners discover this coverage is not sufficient to replace like-items or restore unique features in their homes.
The SEC claims that Jeffrey Cutter, who is both an advisor and an insurance agent, made improper annuity sales. In a motion to dismiss, Cutter says he was acting as an agent and the SEC has no authority.
Most Gen Z adults are hesitant to purchase life insurance because they see it as either too expensive or too complicated.
One financial industry trade association has urged the Biden administration to work with Congress to take up legislation that would further alleviate workers’ and retirees’ retirement anxiety. Meanwhile, a representative from another industry association said he believes any further iteration of SECURE must address America’s growing long-term care crisis.
