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From the Field: Expert Insights RSS Get our newsletter
September 9, 2022
Survey finds drop in retirement confidence.

For first time in years, survey finds drop in retirement confidence

For the first time in years, an annual survey of retirement trends has found a drop in confidence with fewer Americans reporting they’re on track with savings.

September 8, 2022
Investment advice rule challenged.

ACLI files brief in support of lawsuit challenging DOL advice rule

If allowed to stand, the package of rules known as the investment advice rule will essentially return the sale of financial products to a fiduciary standard, ACLI states in its brief.

How benefits can be the antidote to ‘quiet quitting’

September 8, 2022

Employers must recognize that quiet quitting could actually be a symptom of a bigger issue: financial stress.

Wisconsin releases enforcement actions for August

September 7, 2022

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for August. The actions are…

September 7, 2022
Insurance industry examining coverage, risks of electric vehicles.

Insurance industry examines coverage, risks of all-electric vehicles

As state and federal authorities move to encourage adoption of all-electric autos, insurers are continuing to examine how coverage options and liability claims may change.

Tap into the untapped market for short-term DI

September 7, 2022

Short-term disability insurance can contribute to your clients’ safety net. So why don’t more people buy it?

September 6, 2022
Survey shows men don't pay enough attention to their health care.

Men press snooze on health care, survey shows

A recent survey reveals that many men are not paying enough attention to their personal health care. And they’re particularly tight lipped about their mental health.

Indexed life sales continue record-setting pace in 2Q, Wink reports

September 6, 2022

Indexed life insurance sales continued a strong pace during the second quarter, according to the Wink’s Sales & Market Report.

3 simple actions to create a great workplace culture

September 6, 2022

Being intentional about shaping your work culture can help you set yourself apart from your competitors and show employees you’re a great place to work.

September 2, 2022

Roselyn Sánchez is spokesperson for Life Insurance Awareness Month

This year’s campaign, which will be bilingual for the first time, aims to educate and remind Americans why life insurance is an easy decision for all individuals and families. 

September 2, 2022
This undated file photo shows the damage storms can cause in residential areas.
The Texas Windstorm Insurance Association is offering quick insurance to help protect residents dropped by Weston from potential storm damage.

Texas insurer of last resort offers coverage to failed Weston clients

Florida’s property insurance crisis is being felt as far away as Texas, where about 30,000 property owners were left without insurance at the height of hurricane season.

What to know about health insurance rebates

September 2, 2022

It’s estimated that 8.2 million Americans will receive a rebate for the premiums paid into their health insurance by Sept. 30. How much each person gets will depend on various factors.

September 1, 2022
The Financial Planning Association offer opportunities to advisors
Alternative investments can be an intriguing option.

Keeping up with state IRA programs across the US

However, state auto-IRA program assets have increased nearly three times since December 2020; over $450 billion in total assets and close to 520,000 funded accounts in OregonSaves, Illinois SecureChoice, CalSavers, and MyCTSavings.

September 1, 2022
7 reasons to buy life insurance during a turbulent economy.
.

7 reasons to buy life insurance during a turbulent economy

Ask an agent about the best time to buy life insurance and the answer will likely be “now,” or “anytime.”…

September 1, 2022

The secret to financial security? Owning life insurance, survey says

Two-thirds (68%) of life insurance owners report feeling financially secure compared with 47% of non-owners. Those who feel most secure are people who have life insurance both through the workplace and through individual coverage (78%).

September 1, 2022
Property, auto insurance subdued in Q2.

Property, auto insurance shopping subdued in Q2, report finds

Property and auto insurance shopping in the second quarter of 2022 was generally subdued with variations in certain segments, according to the latest trends and perspectives report from TransUnion, the global information and insights company.

Back to the basics of selling as we creep toward year end

September 1, 2022

Financial professionals looking to add life insurance, long term care/linked benefits, disability insurance or annuities into their practices can leverage these ideas and tools to help finish the year strong.

September 1, 2022

Life insurance: The bedrock of estate planning

Even as Americans voice estate planning concerns, most fail to act. Life insurance could help fill the void in estate planning. Likewise, advisors say life products today are versatile enough to help with many needs, such as tax-favored planning and long-term care.

September 1, 2022

How to build a better business model — with Dean Zayed

How Dean Zayed merged estate planning with financial services to create an $8 billion company.

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