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October 4, 2022
UN fears risk of global recession.

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.

October 4, 2022
Making the most of Financial Planning Month.

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.

October 4, 2022
Study: most retirees are financially fragile.

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.

October 3, 2022
Insurance loss estimates for Hurricane Ian range up to $75 billion.

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.

October 3, 2022
20% of DIY investors continue to relay on a financial professional, survey finds.

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.

October 3, 2022
Rising auto premiums eroding home/auto bundling, study finds.

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…

October 2, 2022
NAIC takes aim at misleading health insurance marketing

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.

October 1, 2022

Not Your Parents’ Senior Market

How serving today’s older clients is different from serving their parents.

October 1, 2022

Unbundled, untied & un-mutualized: The road to fiduciary

What’s behind the increasing standards of care in the sale of life insurance.

October 1, 2022
Who will benefit from changes in prescription drug regulations.
Prescription Medication Medicine Pill Tablets

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?

October 1, 2022

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.

October 1, 2022
Study shows Medigap policies persist 9 years or more.

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.

October 1, 2022

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.

October 1, 2022
What to know for Medicare enrollment for 2023.

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.

October 1, 2022

Will our money last through retirement?

Four suggestions to help extend income for the length of the post-employment years.

October 1, 2022
Survey reveals Medicare enrollment is complicated, confusing

Medicare study reveals confusing, complicated enrollment process

An independent survey of more than 1,000 Medicare beneficiaries reveals an enrollment process that is unjustifiably overcomplicated, outdated and, once enrolled, beneficiaries do not fully understand their plans.

October 1, 2022

How benefits support mental health in the workplace

Brokers can help employers provide the types of benefits that improve workers’ mental and financial well-being.

October 1, 2022

Consumer concern shifts from COVID-19 to the economy

Confidence in life insurers and agents remains high.

October 1, 2022

Private placement life insurance: A way to preserve wealth

PPLI is a tool for wealthy families to achieve tax-free investment growth and protection.

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