Although middle-income Americans often have limited means, they do present valuable opportunities for agents who are willing to offer the financial guidance they need, especially in today’s volatile economy.
The ability to trigger tax-free payments from a tax-deferred vehicle is an enormous tax efficiency opportunity for those impacted by a long-term care event.
More Americans are looking to use their tax refund to pay down debt or build up savings, according to a Bankrate survey. But they are (rightfully) worried that they are going to get less back this year.
The most important question for the equities market is whether the U.S. economy will enter a recession in 2023, according to Goldman Sachs, which recently predicted a 25% chance of a recession occurring in the U.S. in the next 12 months.
Employers seek to make it easier for their workers to get affordable health coverage, believing health benefits are a valuable recruitment and retention tool, according to a recent EBRI research report.
With concerns about market conditions top of mind, unease about retirement is up among women investors
The North American Securities Administrators Association (NASAA) and the U.S. Securities and Exchange Commission (SEC) recently announced that a settlement…
Though facing challenging economic times in 2022, many consumers who had specific financial goals last year were two to three times more likely to say that various aspects of their personal finances improved, according to a recent study.
In today’s labor market, it’s essential for employers to pay close attention to what their employees need and build benefit plans accordingly – or risk losing out on top talent.
An explosive lawsuit describes an all-too-familiar culture in financial services, one popularized in movies like “The Wolf of Wall Street” and television shows like “Succession.”
A new survey from J.D. Power saw, for the first time, a declining use of digital claims reporting despite seeing a sharp rise in the number of customers contacting their insurer for information.
By identifying key collaborative client and advisor traits, being active in your community, and constantly looking for new prospects, you’ll be able to regularly and authentically grow your business while making a positive impact.
As the U.S. population ages, the country faces “a serious demographic problem,” said Tyler Brown, director of government affairs for North American Co. He said SECURE 2.0 is a step toward addressing that problem as the act makes annuities more widely available to workers enrolled in employer-based retirement plans “and that’s in everyone’s interest.”
A government rule to simply encourage insurance companies, retirement plans, and other financial institutions to consider ethical investments has become a focal point on the GOP’s war on “woke” capitalism and may lead to the first presidential veto of the Biden administration.
Thomas H. Lee and his legacy companies picked a lot of winners in nearly 50 years as one of the earliest private equity takeover kings – including backing a pair of major insurance marketing giants.
Longtime annuity sales leader Jackson National is making inroads shifting away from its traditional strength: variable annuities. VA sales were down again in 2022, leading the insurer to pursue new products and distribution.
California is launching a new state agency, the Office of Health Care Affordability. Meanwhile, California Gov. Gavin Newsom announced that his state will be the first in the nation to offer universal access to its health coverage regardless of immigration status, and that California will begin producing own insulin to make it more affordable for everyone.
Transamerica announced the availability of new benefit riders with its employer-offered hospital indemnity insurance to help workers financially when they experience a hospital stay.
The Insured Retirement Institute released its 2023 Federal Retirement Security Blueprint detailing the association’s federal legislative and regulatory public policy agenda.
