(Washington, D.C.) – A new Issue Brief published today by the Employee Benefit Research Institute (EBRI) entitled, “Bitter Pill: A…
Experts portray life insurance as in demand, undergoing change
An overview this week of current life insurance trends and what leading advisors are doing to maximize the use of life insurance for clients portrayed an industry radically changing to meet consumer needs.
Lincoln Financial wants consumers to understand life insurance’s living benefits
New research from Lincoln Financial Group finds U.S. consumers surveyed are looking to better understand how to weather the current economic climate, yet few are taking action.
Majority of Hispanic Americans lack life insurance
A new report, “Hispanic Americans: Life Insurance Ownership and Attitudes,” shows that while 6 in 10 Hispanic Americans do not have life insurance, more than half (51%) say they have a need.
Twelve health insurers are approved to sell plans in Washington’s 2023 Exchange health insurance market. The average rate increase is…
Putting energy into social media as a sales tool means attracting those eyes and winning more chances to interact with prospects and customers. But where do you start?
MILWAUKEE, Sept. 13, 2022 /PRNewswire/ — Northwestern Mutual announced today the launch of Long-Term Advantage, a new offering designed to help people…
PARK RIDGE, Ill. (Sept. 6, 2022) — The 2023 MDRT Executive Committee takes on a global post-pandemic mission, as Peggy…
Can Life Insurance Rescue Your Client’s Retirement?
Our September 14 webinar will cover the trends with life insurance and explore what leading advisors are doing to maximize the use of life insurance. Our guests bring a wealth of experience in financial services and retirement planning.
The advisor’s guide to client risk and insurance
In my experience, tolerance for investment risk and personal risk are going to be different for most people. As an advisor focused on personal risk, I want to help the client think through the things that create anxiety and concern were they actually were to occur.
Inflation, market turmoil top consumer concerns, survey finds
Inflation and market volatility are among the top financial consumer worries, with inflation leading the way with 67% of respondents…
US retirement wellbeing ranking slips in global index
The U.S. barely held on to a top 20 position partly due to the progress other countries have made in improving retirement benefits and programs, according to the 10th annual 2022 Global Retirement Index.
(Washington, D.C.) – Results of a new comprehensive research study published today by the Employee Benefit Research Institute found that…
NEW YORK and CLEARWATER, Fla. – September 13, 2022 – A-CAP and AmeriLife today announced the addition of the Credit…
Adopting end-to-end automation creates a faster, more efficient business with happier customers and higher profit margins.
Anxiety heats up with inflation, survey shows
Investors were anxious about inflation even as it appeared to be slowing down, according to a State Street survey. Meanwhile, this morning’s Consumer Price Index increase touched off another round of market tremors.
New life insurance premium up 11% over first half of 2022, LIMRA finds
Total U.S. life insurance new annualized premium increased 6% in the second quarter 2022, the sixth consecutive quarter of premium growth, according to LIMRA.
Senate panel issues final retirement protection bill EARN
The Enhancing American Retirement Now (EARN) Act, which would expand employer and employee plan contributions, is ready for reconciliation with a broader Senate bill and House’s SECURE 2.0 Act.
Insurance industry pushes ‘quick fix’ for IUL illustration issues
State insurance regulators will have to decide whether IUL illustrations represent a serious abuse issue, or just need the ‘quick fix’ proposed by insurers.
