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October 1, 2022

10 steps to social selling success

Authenticity and knowing your audience are key to successfully using social media to drive your practice.

October 1, 2022

Financially empower your female clients

Advisors often misunderstand women’s approach to making financial decisions.

October 1, 2022

Keeping our readers IN the Know

In our effort to keep our readers informed about all the big issues of the day, we’re adding a new section called IN the Know to starting this month.

October 1, 2022

Why advisors historically underuse RILAs in planning

Although increased market volatility has spiked a rise in registered index-linked annuity sales, RILAs are complex products that are still relatively new.

September 30, 2022
The ACLI conference will wrap up today with a look at the regulatory landscape.

ACLI conference wraps up with a look at 2023’s regulatory landscape

 A panel of experts from the American Council of Life Insurers will provide a review of the most pressing legislative…

Medicare Advantage, Part D premiums will be lower in 2023

September 30, 2022

Ahead of the upcoming Medicare Open Enrollment beginning October 15, the Centers for Medicare & Medicaid Services (CMS) is releasing key information, including 2023 premiums and deductibles for Medicare Advantage and Medicare Part D prescription drug plans, to help Medicare enrollees determine the best coverage for their needs.

September 30, 2022
How to avoid missteps in filing Hurricane Ian insurance claims.

5 tips to help avoid missteps in Hurricane Ian claims

As the cleanup and damage assessments begin in the wake of Hurricane Ian in Florida and the southeast, insurance experts are emphasizing steps that can be taken to maximize insurance coverage and recovery following the immediate crisis.

September 29, 2022
It's time for insurers to reimagine work.

Insurers must reimagine work, ACLI speaker says

Technologies such as artificial intelligence, automation and data insights can help insurers address continued disruption. However, for these technologies to…

September 29, 2022
Hurricane season sends a strong reminder of considering the right location for retirement.
Hurricane Ian left Florida with a huge bill for damages.

Hurricane Ian delivers powerful reminder of retirement location considerations

The catastrophe of Hurricane Ian battering Florida with 150-mile-per-hour winds provided a harsh reminder that Americans must prepare themselves for…

Addressing the 2 most common objections to buying life insurance

September 29, 2022

Clients often come to us with a particular goal or concern — they don’t always know if they need life insurance to address that need.

September 29, 2022
What midterm elections will mean for healthcare.

What the midterm elections will mean for health care

The 2022 midterm elections are all about who will control Congress over the next two years, and who controls Congress will have significant impact on health policy.

September 28, 2022
ACLI annual conference.

Former House Speaker Paul Ryan headlines ACLI 2022 conference

Leaders from America’s life insurance companies are in Washington for the American Council of Life Insurers’ 2022 annual conference.

September 28, 2022
Steps to diversity and inclusion.

5 steps to increase diversity, inclusion in the financial services industry

A recent study, The Journey of African American Insurance Professionals, offers some practical suggestions for recruiting and retaining African Americans, a group that is underrepresented in the industry.

UnitedHealthcare teams with Peloton

September 28, 2022

UnitedHealthcare, part of UnitedHealth Group, and Peloton Interactive have renewed and expanded their relationship to help more people get or stay active and improve their overall well-being.

More BIPOC Americans open to receiving financial advice in 2022

September 28, 2022

Despite the significant financial challenges brought on by the pandemic over the past two years, Americans who identify as BIPOC (Black, Indigenous, and People of Color, including Hispanic and Asian/Asian Americans) report receiving less professional assistance than they did a year ago, according to the 2022 Retirement Risk Readiness Study from Allianz Life.

With recession approaching, seniors must leverage options

September 28, 2022

A recession will have a disproportionately negative impact on seniors, according to executives at PolicyAppraisal.com, a consulting firm that appraises life insurance policies for the financial advisors of senior clients who are considering sale into the secondary market.

Global average annual insured losses from extreme events in excess of $120B

September 28, 2022

Verisk estimates that on an annual average basis, catastrophes around the world are expected to cause about $123 billion in insured losses compared to an average of $74 billion in actual losses over the past 10 years.

September 28, 2022

Americans look for retirement income protection in the face of recession

WASHINGTON, September 28, 2022 – As the drumbeat of a potential recession grows louder and Americans continue to face the…

Claudia Cypher Kane named FPA 2023 president-elect

September 28, 2022

Kane’s term will begin Jan. 1, 2023, succeeding incoming 2023 FPA President James Lee

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