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June 5, 2023
Image shows a man seemingly held captive with an outdoor scene as a backdrop.
States are competing furiously for captive insurance business.

States competing fiercely for lucrative captive insurance business

Iowa is expected to enact legislation in the coming weeks that will open the state up for lucrative captive insurance business.

June 2, 2023
Image of a devilish looking robotic creature. How insurance professionals can get into trouble with AI.

How insurance professionals can get into trouble with AI

We have all learned that AI can be wrong, but individuals assume liability if they propagate that information.

June 2, 2023
Illustration of a person standing under a glass jar while in the palm of a giant hand, with a downward financial graph in the background. How financial advisors can retain clients in uncertain times.

How financial advisors can retain clients in uncertain times

To receive the referrals they need to grow their business, financial advisors must retain happy clients in uncertain economic times.

June 1, 2023
Image shows a crown against a blue sky backdrop and the words "tax evasion."
Phillip Roy Wasserman next faces tax evasion charges.

‘Annuity King’ faces a second trial on tax evasion charges

Phillip Roy Wasserman’s legal troubles did not end with his May 15 conviction on nine fraud counts. The self-styled ‘Annuity…

June 1, 2023
Image of life insurance advertisement showing fanily with a downward trending graph superimposed on it. Life insurance sales down 'across the board,' Wink reports.

Life insurance sales down ‘across the board,’ Wink reports

Life insurance sales suffered greatly from several disruptions in the first quarter, posting sales losses across the board, Wink, Inc. reported today.

June 1, 2023

3 steps to mitigate financial risks in retirement

Retirement planning doesn’t always include discussion about post-retirement risks. How you can help your client navigate retirement securely.

June 1, 2023
Image of figure riding a giant paper airline on an upward trajectory. Annuity sales on steady 'positive trajectory' through 2027, LIMRA predicts.

Annuity sales on steady ‘positive trajectory’ through 2027, LIMRA predicts

The record-smashing tier of annuity sales will not be going away anytime soon, LIMRA analysts predict.

June 1, 2023
Image of town crier with scroll that reads "MYGAs are on the rise!"

Why MYGAs are enjoying a renaissance

What is behind the surge in multi-year guaranteed annuity sales and will the product’s strong showing last into 2023?

June 1, 2023
Image of an older couple reviewing documents.

Product bundling, information key to annuity, LTCi purchases, studies show

Older people are going into their retirement years with few resources and little insurance coverage – better packaging and clearer longevity information can make a difference, according to two studies.

June 1, 2023
A figure of a human face swirling amongst a colorful galaxy

Annuities hit nirvana moment – will it last?

Annuity sales are smashing all historic records as consumers flock to protection products. But game-changing federal regulation looms.

June 1, 2023
Kuderna enjoys a work-life balance that includes time spent hiking and exercising outdoors.
Kuderna enjoys a work-life balance that includes time spent hiking and exercising outdoors.

Turning millennials into millionaires — With Bryan Kuderna

Bryan Kuderna merges his passion for financial literacy with his love of writing to educate young professionals.

June 1, 2023

NCOIL members fight for lead role in insurance regulation

State insurance-focused legislators are demanding a say, if not the final say, in regulating insurance.

June 1, 2023

The thrilling and terrifying power of AI — with Shelly Palmer

Generative AI, says Shelly Palmer, is a turning point in technology: “If you are not terrified by this … if you’re not excited beyond anything you’ve ever seen before, you don’t know enough about it.”

June 1, 2023

Lessons we can learn from New York state’s Regulation 187

Consumers need more access to financial advice and more choices about how to invest.

June 1, 2023

Advisors face 4 digital challenges

Advisors are slow to adopt digital transformation, despite investing more in it than other segments have. Unless they quickly embrace change, hard-won progress could stall.

June 1, 2023

Social Security: The insurance professional’s secret edge

Helping people claim Social Security is a natural segue to other retirement-related financial, tax and insurance discussions.

June 1, 2023

Offer your clients retirement income insurance with annuities

Studies show that retirees whose income is protected live longer, happier lives.

June 1, 2023
A stylized portrait of women with determined expressions

More than a pink font: Selling to women

Take the time to understand women’s unique needs and fears to reach them with the right solutions.

June 1, 2023
Row of health professionals standing with crossed arms

Brokers step up to help address rising health care costs

A report finds employers and their workers depending more on their benefits brokers to help them rein in costs while providing benefits that matter.

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