Those who had specific financial goals last year were two to three times more likely to say various aspects of their personal finances improved.
Advisors think we are in the worst investment climate since 2008 but are betting on U.S. stocks to outperform this year amid a tech rebound, new research shows.
American Equity readies 2022 earnings report amid ongoing conflicts
American Equity is one of the more anticipated earnings reports this month, with the fixed indexed annuity seller fighting off all comers. For now.
Medicare Advantage plans denied two million prior authorization requests for health care services in whole or in part in 2021.
More than 80% of U.S. investors say that companies need to more openly communicate the risks and opportunities that shape their standing as “responsible investments” – and 73% also say they are more likely to invest in a company that shares with investors its plans for effectively managing those factors.
Equitable has announced the launch of an enhanced version of its Market Stabilizer Option.
Study: Does pessimism really suppress annuity sales?
A recent study from the Boston College Center for Retirement Research suggests that pessimism has less of an effect on annuity sales than might be expected.
The best plan design and disability product is the one that is in force if your client needs it.
Fed slows interest rate increases; more hikes expected
As expected, and heavily telegraphed, the Federal Reserve Open Market Committee elected to raise interest rates a quarter point, the smallest tweak in nearly a year as it battles burgeoning inflation.
More than three quarters (77%) of restaurant owners work with an insurance agent to manage their insurance needs and they’re looking to them for guidance as 9 in 10 decision makers have or plan to contact their insurance agent in the next six months to discuss coverage.
For agents and advisors, dispelling LTCI myths is crucial to building sales
As agents and advisors look for ways to increase long-term-care insurance (LTCI) sales, they are discovering that dispelling common myths about LTCI usually goes a long way in helping to make a connection and attract new buyers.
Offering the right mix of benefits can lead to increased happiness, satisfaction and overall well-being among employees.
Advisor provides a safe space for couples to discuss money
Just because a couple has a prenuptial agreement or keeps separate assets doesn’t mean that the couple doesn’t want to plan together. Kaylin Dillon works with couples who have prenups or maintain separate assets and helps them to work toward a joint financial future.
Child-free couples often overlooked in planning
With a large percentage of couples identifying as child-free, there’s an opportunity to provide advice for their unique needs.
Big life events prompt a meeting with an advisor
Katie Kimball said one of the most satisfying aspects of her practice is working with couples as they begin to build their lives together.
When couples work as a team, ‘they can move mountains’
“There’s nothing more powerful than a couple who can work as a team,” said an advisor who helps preretirees plan for the future.
Financial planning for couples: Get them to talk
Life can get busy – especially for dual-income couples. So often, the busy-ness of daily life means that people live their financial lives by default.
Landing the Big Case
A big case doesn’t just fall into your lap. Here are stories of how advisors prepared and worked as a team with other professionals to be ready to win over the big client.
AmeriLife focuses on ‘organic growth’ in next step
Florida-based IMO is the granddaddy of the high-growth marketing companies disrupting the traditional insurance delivery model.
