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December 1, 2022

Advisor input crucial to the annuity-buying decision

The specific actions taken by advisors can help or harm their probability of closing an annuity sale.

December 1, 2022

Annuities cast a light when things seem dim

How to leverage rising interest rates to boost retirement portfolios

December 1, 2022

Redefining work

The Federal Reserve Bank of New York recently analyzed data from the American Time Use Survey and found that, as a country, we are saving a combined 60 million hours of per day of commuting time by working from home.

December 1, 2022

Play to the end: Finish Q4 committed to 2023

How you can put a plan together to boost your success next year.

December 1, 2022

Life insurance does more than just replace income

Clients often are unaware of the benefits life insurance can provide beyond a death benefit.

December 1, 2022

Finding success with centers-of-influence marketing

Why it’s vital to establish a formalized relationship and look at ways to go for the win-win.

December 1, 2022

What millennials need to know about Social Security

Assuming a modest reduction in benefits is a prudent step to ensure retirement plans will meet future needs.

November 30, 2022
Image shows the words "Annuity Sales Trends" in front of data imagry
Annuity sales soared again in Q3.

Pandemic retirements likely speeded up annuity payouts, data shows

Annuity payments increased 7.4% in 2021, possibly due to lingering fallout from the COVID-19 pandemic.

November 30, 2022
Reinsurance, capacity are key concerns following Hurricane Ian damage.

Reinsurance, capacity are concerns, following rising storm damage, inflation

With natural catastrophe losses at record levels and spiraling costs from inflation, insurers, reinsurers, and property owners are girding for one of the toughest markets ever as they head to the January 1 renewal period.

November 30, 2022
Study finds integrating insurance products boosts value to investors.

Study finds integrating insurance products boosts value to investors

A comprehensive Ernst & Young analysis of retirement savings scenarios concluded that integrating insurance products into a financial plan significantly boosts value to investors when compared with investment-only strategies.

November 29, 2022
Agents receive back commissions.

Friday Health Plans releases agent commissions from September, October

Health agents who sold Affordable Care Act coverage from Friday Health Plans received their commissions from the carrier after waiting months for payment.

November 29, 2022
Image shows the Department of Labor logo, the flag and the words, "Fiduciary Rule Update."
The Department of Labor has sent its fiduciary rule to the Office of Management and Budget.

DOL: No date scheduled to release fiduciary advice rule

A Department of Labor spokesman says the agency has no confirmed date to release its long-awaited fiduciary rule, contrary to a report last week.

Wolters Kluwer identifies top compliance challenges for U.S. insurers

November 29, 2022

 The U.S. insurance industry’s top market conduct compliance challenges continue to relate to various claims handling requirements, including timeliness, required disclosures, along with payments and grievance and appeal processes—as well as underwriting, rating, marketing and producer requirements.

Boston Mutual offers Individual Solutions Program

November 29, 2022

This new program was created to provide accessible whole life and accident insurance options to underserved markets across Massachusetts.

November 29, 2022
Tiktok-not-just-for-twerk

Financial influencer studies show TikTok is not just for twerking

Two recent studies found that financial firms and advisors are branching out into social media, including TikTok and Reddit, which can provide some useful information along with the latest dance moves.

Don’t shy away from the LTCi conversation

November 29, 2022

The average consumer has saved $141,000 for their retirement and is likely going to live in retirement for 18 years. How will those economics cover a long-term care event?

7 year-end tax tips to help you and your clients close the year successfully

November 28, 2022

The future is under no obligation to go along with your clients’ lack of plans and the end of 2022 brings with it some unique opportunities for your clients and for you. 

November 28, 2022
Study finds mental health issues affecting the workplace.

Study: Mental health issues, including burnout, affecting the workplace

The burgeoning and critical need for mental health resources in the U.S. extends well beyond families and schools to the workplace, with more than half of employers saying that mental health issues have affected their businesses in the past year, according to a recent study.

November 28, 2022
OMB moves DOL ESG rule, as backlash builds.

OMB moves DOL ESG rule, as backlash builds

The Office of Management and Budget reportedly finished reviewing the Department of Labor’s Environmental, Social and Governance investing rule, but critics are roasting the strategy as “socialism.”

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