In the search for new clients, many financial professionals are turning to centers-of-influence marketing, which enables them to network with other professionals and grow their business.
The Biden administration extended the COVID-19 public health emergency through Jan. 11, 2023, marking three years since the emergency was first declared in January 2020.
Combined Insurance is launching a new corporate identity that captures the company’s enduring legacy while positioning its future with a modern update.
For small businesses that select Transamerica as their retirement plan and health savings provider before Dec. 31, Transamerica will waive administration and participant fees on their health savings accounts and flexible spending accounts for two full quarters
With the recent spike in interest rates by the Federal Reserve, Americans are feeling more pressure in their wallets as inflationary rates make waves across all industries.
Despite market volatility, high inflation and the threat of a recession, retirement “super savers” continue to making savings a top priority, according to a study by Principal Financial Group.
As consumer prices rose 8.2 % for the year through September, the government announced an 8.7% raise in Social Security benefits beginning in January, the biggest bump up since 1981.
Today’s affluent investors are looking for ways to deposit large sums of money without the constraints of a certificate of deposit and beyond the FDIC insured limit. One such option that is growing in popularity for insurers is an excess deposit bond.
Being a financial planner is one of the most rewarding careers. Not only do you get to make a positive difference in clients’ lives, but you are also often the first person they call with life-changing news.
The emergence of private equity and asset-manager-backed insurance companies is leading to what Conning researchers call “a restructuring tsunami” in the annuity industry.
As inflation spirals and the price of basic goods and services continues to rise, the cost of one popular program affecting 30 million seniors and people with disabilities – Medicare Advantage – is steadily going down.
Results from the 2022 Spending in Retirement Survey published today from the Employee Benefit Research Institute found that retirees are spending much higher or a little higher than they can afford in 2022