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February 1, 2023

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.

February 1, 2023

A lioness in the industry — With Angie Ribuffo

Angie Ribuffo cares for her clients while she works toward adding another layer to the diversity of insurance and financial services.

February 1, 2023

A life lesson in success — with John Wheeler

Growing up poor, John Wheeler got into the insurance business to make a better life for himself. When he realized that he could improve the lives of others, he says, the business “got into me.” Fifty years later, he’s still going strong as a financial advisor helping others.

February 1, 2023

Most long-term care doesn’t qualify for insurance benefit

Some clients will never reach a point where their illness triggers a long-term care insurance benefit, usually because death occurs at an earlier stage of disability.

February 1, 2023

This overlooked asset could help optimize your clients’ financial plan

Incorporating cash value variable universal life insurance into a portfolio has the potential to increase the strength and resilience of your clients’ portfolios.

February 1, 2023

Service is key driver in placing business with an intermediary

Service is key driver in placing business with an intermediary

February 1, 2023

Conventional wisdom and a three-year plan

Why now is the time to help clients plan for higher taxes in the future

February 1, 2023

Succession or cessation: The choice is yours

Too many advisors decide to wait too long before exiting their practice.

February 1, 2023

Will ‘quiet quitting’ cause your clients to quit?

When clients perceive that your staff members don’t care about them, they may decide to join the quiet quitting movement.

February 1, 2023

Out like a lion?

As we near the end of winter, the question inevitably arises as to whether we’ll get a smooth entry into spring or if winter will go out like a lion, battering us with harsh conditions

February 1, 2023

The cost of ignoring annuity training compliance

Confusion over annuity training requirements can leave producers scrambling.

NAIFA’s Future Leaders Program offers free sessions for students

January 31, 2023

NAIFA’s Future Leaders program consists of four 45-minute online sessions featuring highly successful insurance and financial professionals.

Scott Boutin named president of Standard Security Life

January 31, 2023

Balzofiore joined Standard Security Life in 1980 as a member of the internal audit team.

Health savings account balances increase in 2021

January 31, 2023

The majority of accountholders contributed more than they withdrew, which helps to improve financial wellness and better prepare accountholders to weather unexpected medical costs.

January 31, 2023

COVID-19 public health emergency to end May 11

The Biden administration informed Congress it will end the COVID-19 national and public health emergencies May 11.

January 31, 2023
Some major REITs limiting cash-out requests from investors.

Some major REITs limiting cash-out requests from investors

At least three major real estate investment trusts have said they have shut the door, at least partially, on honoring investor cash-out requests following a huge surge in withdrawals as economic worries climb.

78% of families suffer financially handling estate affairs

January 31, 2023

Loss affects all aspects of grieving families’ lives, including their health and well-being: 93% of people who have experienced loss report suffering from at least one physical or mental symptom.

National Life expands living benefits suite

January 31, 2023

The companies of National Life Group are expanding their suite of living benefits, adding Alzheimer’s Disease and a new fertility journey rider beginning Jan. 28.

January 31, 2023
Sweet streams of income: ChatGPT, the bard of annuities.

Sweet streams of income: ChatGPT, the bard of annuities

Annuities are lovely things for retirement income, but there isn’t nearly enough poetry about them.

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