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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.

AIG sacks top financial exec after alleged disclosure breach

January 30, 2023

American International Group today announced that it terminated Mark Lyons from his position as AIG’s interim chief financial officer and…

Commissioner Causey touts North Carolina’s captive insurance program

January 30, 2023

North Carolina Insurance Commissioner Mike Causey declared that the state’s Captive Insurance Program remains among the world’s strongest domiciles as…

January 30, 2023
While financial firms put "a lot of energy" toward diversity, results mixed.

While financial firms put ‘a lot of energy’ toward diversity, results mixed

While numbers are rising for women and minorities in financial services, the vast majority of those jobs are in administrative roles, and analyst and associate roles, says on observer.

January 30, 2023

Connecticut addressing broker shortage amid The Great Unwinding

A Connecticut program that aims to help members of underserved communities enroll in health coverage while increasing the number of insurance brokers of color in those communities is more than halfway through its first year.

January 27, 2023
Retirement plans take center stage in the war for hiring talent.

Retirement plans take center stage in the war for hiring talent

While individual retirement account (IRA) assets are the largest and perhaps most popular segment of the retirement market, with accounts…

January 27, 2023

Establishing trust with LGBTQIA+ clients

Navigating the legality of relationships is already an exhausting process for most queer folks, and the impact on their finances is no exception.

Nearly half of all gig workers have no access to health insurance

January 26, 2023

Nearly half (48%) of gig workers find their access to health insurance negatively affected by deciding to engage in freelance work.

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