A recent Nationwide Agency Forward survey shows that consumers in the U.S. are feeling vulnerable as they perceive the worsening economy to be negatively impacting their personal finances, mental health and job security.
The fallout from the COVID-19 global pandemic, including inflation, market volatility and supply chain challenges, continues to impact business owners of all types.
Ohio National Financial Services advances its ONdex fixed indexed annuity products with a new rider that guarantees income growth opportunities in retirement
The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for September. The actions are…
Fed rate hikes risking global recession, UN says
“The world is headed towards a global recession and prolonged stagnation unless fiscal and monetary policies holding sway in some advanced economies are quickly changed,” according to a UN report.
Making the most of Financial Planning Month
With October being Financial Planning Month, we asked two MDRT members for their recommendations for motivating clients to take action in creating a meaningful financial plan.
Study shows most retirees are financially fragile – and how advisors can help
A Stanford Center on Longevity study showed that most pre-retirees and retirees are financially fragile and want help from advisors.
Initial insured loss estimates for Hurricane Ian range up to $75 billion, a Fla. record
Insured loss estimates from Hurricane Ian range from an initial $42 billion to $75 billion, making it the most expensively damaging storm in Florida’s history.
Research finds DIY investors continue to rely on financial professionals
While an increasing number of Americans rely on multiple sources of information and advice to make investment decisions, 20% of households cite a financial professional as their primary source, according to a recent survey.
Rising auto insurance premiums eroding home/auto bundling, survey finds
The future of the home and auto-insurance bundle, once a mainstay of property and casualty insurance, customer retention, and lifetime…
NAIC takes aim at misleading health insurance marketing
Consumers are bombarded with misleading advertising for Medicare Advantage and other health plans. Insurance regulators are taking action to identify and combat the improper marketing of these health plans.
Not Your Parents’ Senior Market
How serving today’s older clients is different from serving their parents.
Unbundled, untied & un-mutualized: The road to fiduciary
What’s behind the increasing standards of care in the sale of life insurance.
Who will benefit from prescription drug price regulation changes?
The Inflation Reduction Act, passed Aug. 12, includes a sweeping overhaul of prescription drug pricing regulation. Who will benefit from this and who will not?
In the right room — With Joyce Yoo
Joyce Yoo focuses on helping clients realize their dreams and credits a study group of top professionals with helping her find success.
Survey finds Medigap policies persist, on books for 9 years or more
TV ads and other marketing techniques have paid off for supplemental Medicare insurance providers. Agents surveyed said Medigap policies they’ve sold remain on the books for nine or more years.
Who wants to be a millionaire? — with Tom Hegna
Tom Hegna has spent his decadeslong career helping advisors and their clients create successful retirement plans, teaching them how to have income they’ll never outlive, how to reduce retirement risks, and successfully pass on wealth. His passion for these topics is obvious — and contagious.
Medicare 2023: What agents, clients need to know
Health insurance agents who serve the senior market will soon begin their training for Medicare’s Annual Election Period. Many of the general rules governing Medicare remain the same, though some plans and benefits will change.
Will our money last through retirement?
Four suggestions to help extend income for the length of the post-employment years.
