If current market conditions hold, fixed annuities, fixed indexed annuities, and registered index-linked annuities are predicted to compete more fiercely with one another during the next five years, according to Cerulli.
Strict new privacy proposal would limit how insurers could use data
A state insurance regulator group is proposing a sweeping overall of privacy rules that would significantly restrict what insurers could do with the private information of consumers.
Investors must think about diversification more broadly by considering the prevalence of the macroeconomic environment over the full course of their investment timeline.
Why buying life insurance is an act of love
The industry marks the month of February as Insure Your Love Month. It’s the perfect time to get your prospects to understand why buying life insurance is an act of love.
The who, what, where, how and why of advisor mentorship
Mentorship is a two-way street between mentor and mentee.
A new research report released by the Employee Benefit Research Institute (EBRI) found that projected savings that Medicare beneficiaries needed for health expenses remained high in 2022.
Jim Donelon looks to the past to solve Louisiana’s insurance crisis
Eleven insurers have gone broke in Louisiana and another dozen or more stopped selling policies, leaving desperate homeowners to rely on the state-run insurer of last resort, Louisiana Citizens Property Insurance Corp.
The most important thing to remember is that we all live in a world of our own creation, because perception is reality when it comes to an individual’s belief system.
IRS says most 2022 one-time refunds won’t be taxed
Maybe pigs can fly. The IRS, in an unusual statement late last week, said that millions of dollars in 2022…
How to love your business – and how to make it love you back
Financial services is the hardest career in the world – and that’s why you should love it. Joe Templin, author and coach, said there are many reasons to love the business and many ways you can build a practice that loves you back. Serving clients, he said, “is a reflection of love.”
Federal judge tosses out portion of DOL rollover advice guidance
Financial advisors providing first-time advice in a plan rollover setting will not be considered fiduciaries – at least for the time being.
Inflation clicks higher than expected, ensuring rate hikes
Food and energy prices continue to push inflation, but LPL Financial analysts are seeing the case for a soft landing this year.
Investing in technology, such as a customer relationship management platform and marketing automation, will help agents streamline and personalize client communications.
Fix of ‘family glitch’ could add to record 16.3M ACA exchange enrollees
While updated figures as of late January show that a record-breaking16.3 million people are enrolled in ACA health insurance exchanges, this number could grow further due to a fix in the so-called “family glitch.”
Insurers facing widely disparate rules for reproductive health coverage
The Affordable Care Act requires most private health insurance plans to cover a set of essential health benefits, including reproductive health services.
Robert Meseer, 69, of Westminster, was sentenced yesterday after pleading guilty to 55 felony counts of grand theft, insurance fraud,…
The N.C. Department of Insurance has ended its legal dispute with the North Carolina Rate Bureau regarding the bureau’s proposed…
Busting the myths about wealth management careers
What are some of the myths that prevent women and people of color from seeking careers in wealth management?
Speed and flexibility are essential to customer satisfaction and business success in 2023. Over the years, the insurance industry has…