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November 17, 2022
Millennials, Gen Z using broad range of methods to save for retirement.

Millennials, Gen Z using wider range of retirement resources than previous generations

Young workers are relying on more than their 401(k) plans to save for retirement, as other types of investments are playing a greater role in their long-term wealth plans, according a Schwab Retirement Plan Services study.

Improving the P/C claims experience through digital transformation

November 17, 2022

If clients have to make a phone call, navigate a menu and sit on hold to file a claim, their overall experience will suffer and they won’t be happy.

November 16, 2022
Inflation causing Americans to skimp on health care.

Inflation causing Americans to skimp on critical health care expenses, study finds

High inflation is causing many Americans to skimp on everything from buying groceries to paying for critical health care expenses, according to a recent Nationwide Retirement Institute survey.

TransUnion report identifies Hurricane Ian’s effect on auto and property insurance markets

November 16, 2022

TransUnion’s Personal Lines Insurance Trends and Perspectives Report found auto insurance shopping rates ended down 2% compared to Q2 2022 and down 1% compared to Q3 2021.

November 16, 2022

Bank channel drives record 3Q annuity sales, LIMRA reports

Overall annuity sales were $80.7 billion in the third quarter, a 29% increase from prior year results, according to LIMRA’s U.S. Individual Annuity Sales Survey. This represents the highest quarterly annuity sales results ever.

Amid the war for talent, don’t forget the retirement plan

November 16, 2022

Voya Financial is releasing new findings from a consumer research survey revealing that, while the broad scope of workplace benefits and savings offerings for employees continues to evolve, the employer-sponsored retirement plan remains a critical component to attracting and retaining talent.

Assured Allies launches NeverStop for the 55+ market

November 16, 2022

Participants can enroll in NeverStop as early as age 55 and can be rewarded with additional insurance coverage based on level of participation.

November 16, 2022
Repeal and replace unlikely in new Congress.

Repeal and replace unlikely in new Congress, panel says

One that that will not be an issue in the new Congress is repeal and replacement of the Affordable Care Act, Jennifer Young, partner with Tarplin, Downs and Young, said during a Tuesday webinar held by KFF.

DPL partners with Corebridge Financial for commission-free annuities

November 16, 2022

DPL is collaborating with Corebridge as the annuity provider expands its outreach to the registered investment advisor community.

What employers must know about mental health parity

November 16, 2022

Federal law requires group health plans to cover mental health and substance abuse benefits like medical and surgical benefits, but many aren’t in compliance. Here are four action steps for plan sponsors to respond.

November 16, 2022
Experts say markets may rebound following midterm elections.

‘Some of the best quarters for stocks’ may follow midterm elections, experts say

The midterms are giving the markets a much-needed boost now that the uncertainty surrounding who will control Congress over the next two years largely has been settled.

NAIFA members meet with Congress

November 15, 2022

Attendees from across the country are participating in more than 150 in-person meetings with members of Congress and their staff.

November 15, 2022
Dental insurance win in Mass. spurs ADA to take the issue national.

Dental insurance reform landslide in Mass. spurs ADA to take the issue national

Emboldened by a landslide election victory in Massachusetts that reformed dental insurance, the American Dental Association plans to take the issue national. Massachusetts became the first state in the nation to deliver consumer dental protections.

November 15, 2022
10 tips for finding new prospects.

10 tips for successful prospecting in a hybrid world

During the height of the pandemic, advisors were forced to use remote communications to reach existing clients and acquire new ones. Now that a sense of normalcy has returned, advisors are looking for methods to effectively prospect in today’s hybrid world.

Survey finds few Americans have achieved their retirement planning goals

November 15, 2022

Only 40% of Americans have “very much” or “somewhat” been able to achieve the retirement planning goals they have set for themselves, according to a new Retirement Readiness Survey by Thrivent.

Adaptive cyber insurance: A dynamic approach for an ever-changing threat landscape

November 15, 2022

Policyholders are quickly finding that traditional cyber insurance offerings are not equipped to match the complexity of today’s cyber threat landscape.

Once-in-century climate events now happen yearly, risk report says

November 15, 2022

The report reveals that natural disasters that were previously referred to as “once in a century” events are now occurring yearly as a result of climate change and its global impact.

Integrity Marketing Group to acquire The Milner Agency

November 15, 2022

Integrity Marketing Group, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has entered into an agreement to acquire The Milner Agency, a brokerage general agency  located in Athens, Georgia.

November 15, 2022
Americans setting up for retirement failure.

Americans setting up for retirement failure, surveys show

As Americans save less and plan to put off retirement, they overestimate their ability to keep working into old age, according to studies.

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