Clients are looking for stability through their financial plans.
This will enable faster group connection and processing times, as well as decreasing operational overhead for benefits administration.
NY Court of Appeals reinstates tough standard for life insurance, annuities
The New York State Court of Appeals sided with regulators in a Thursday decision to reinstate the toughest state annuity sales standard in the nation.
A recent Agency Forward survey from Nationwide reveals that few see relief in the near term and are taking alarming measures to protect their business as they anticipate a recession in the coming months.
Study examines Gen Z financial priorities, challenges and barriers
As a follow-up to its Better Money Habits’ Gen Z 2021 research, Bank of America took a deeper dive into that generation’s distinct approach to money, financial priorities, behaviors and challenges.
Do your clients have the right coverage and do they have an overall preparedness plan in place to help ensure the safety and protection of their family and assets?
Experts weigh in on how homeowners should react to softening home values
We asked real estate agents and other experts to weigh in on how homeowners should react to softening home values in the face of rising interest rates and inflation.
Improving the First Notice of Loss process can help keep clients from jumping to another carrier.
J.D. Power studies: Customer satisfaction drops after life, annuity purchases
Customer satisfaction with individual life and annuity products starts declining relatively soon after purchase, resulting in low likelihood of the purchase of other insurance and financial services products, according to two recent studies from J.D. Power.
Life insurance lags behind other sectors in adopting behavioral benefits
Behavioral insurance has found a place in health, auto, and home coverage, but U.S. companies have been relatively slow to apply the dynamics to life insurance.
Amid rising premiums, health insurance subsidies keep pace.
New research from Lincoln Financial Group shows 45% of employees surveyed expect inflation will impact their benefit decisions this year.
Surveys find economists agree recession likely, as consumer fatigue sets in
A Bloomberg analysis showed that a recession was 100% likely by next October, echoing other surveys. Meanwhile, consumers are not even trying to prepare, according to a Bankrate survey.
NEW YORK–(BUSINESS WIRE)–Equitable President Nick Lane will be honored with the 2022 Marine Corps University Foundation (MCU Foundation) and Alumni…
Amid high inflation, survey finds retirees spending more than they can afford
With inflation at an all-time high, retirees are finding it difficult to make ends meet and many are spending more in 2022 than they can afford, a recent survey finds.
Here are tips for policyholders when faced with business interruption losses and the need to prepare an insurance claim.
How to run the perfect virtual client meeting
COVID-19 changed the way we all do business. We are no longer guaranteed face-to-face meetings with potential clients and business partners. Our session will teach you how to master the virtual client meeting and what advantages online meetings might have for your practice.
Study targeting young insurance workers finds job commitment
A recent study among 1,000 young insurance professionals found that 92% see themselves remaining at their current insurance job for…
New York State Superintendent of Financial Services Adrienne A. Harris announced that EyeMed Vision Care will pay a $4.5 million penalty to New York State for violations of DFS’s Cybersecurity Regulation that contributed to the exposure of hundreds of thousands of consumers’ sensitive, non-public, personal health data, including data concerning minors.
