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How Fed CBDCs could limit modern monetary theory’s impact

July 30, 2022

In today’s world of high inflation and multi-trillion-dollar budget deficit, many believe the U.S. government has spent too much to bring the economy out of the COVID-19 recession.

Should student loan borrowers also get life insurance?

July 29, 2022

NEW YORK, July 29, 2022 (GLOBE NEWSWIRE) — With student loan debt in the United States currently estimated to total…

What your clients need to know about rising interest rates

July 29, 2022

Interest rates impact the assets that insurance companies hold on their balance sheets as well as the math behind many popular advanced sales concepts.

July 28, 2022
Advisors speak out: What to do if you win the lottery.

Financial advisors weigh in: What to do if you win the $1 billion lottery

What would you do if you won the $1.1 billion Mega Millions lottery? We ask financial advisors for some advice.

July 28, 2022
Indexed annuities

House panel OKs proposal to lower RILA market entrance barriers

Financial advisors may find it easier to get into the business of selling registered index linked annuities (RILAs) after a Congressional committee Thursday okayed a proposal to lower some of the market entrance barriers.

July 28, 2022
5 reasons financial advisors should turn clients into advocates

5 reasons financial advisors should turn clients into advocates

Client testimonials and endorsements can be powerful enticements for prospects seeking to understand the benefits they will gain if they choose to work with a specific advisor.

Middle market companies report continued historic growth rates

July 28, 2022

COLUMBUS, OHIO — Halfway through 2022, middle market companies report continued historic growth rates over the past year. Although confidence…

Americans prepare for economy’s next act

July 28, 2022

July 27, 2022 Prudential Financial, Inc.’s latest Pulse research series, “Americans Prepare for the Economy’s Next Act,” finds fears of…

Why the traditional 60/40 portfolio allocation doesn’t work for most investors

July 28, 2022

With market volatility combining with inflation, a multi-asset approach to investing has become relevant again.

July 27, 2022
Affordable Care Act faces court challenge.

ACA challenged in court over preventive services

The Affordable Care Act was the subject of another round of court arguments Tuesday. This time the issue is whether the law’s provision that requires payers to cover preventive services, including HIV prevention drugs, as well as cancer screenings and vaccinations.

July 27, 2022
The Financial Planning Association offer opportunities to advisors
Alternative investments can be an intriguing option.

3 approaches to educating clients in times of market uncertainty

As financial advisors, we know that nothing in this industry is guaranteed. However, we do understand the certainty of market uncertainty.

Most say their financial planning could use help, but few seek it

July 27, 2022

MILWAUKEE, July 27, 2022 – More than six in 10 Americans (62%) say their financial planning needs improvement, yet only…

Investors want to address climate change and racial equity, Calvert Impact Capital says

July 27, 2022

July 27, Bethesda, MD- Calvert Impact Capital announced the publication of its biennial Impact Investor Survey results, which found respondents…

July 27, 2022
The sales of Annexus to Integrity had social media buzzing this week.
Integrity Marketing Group gains substantial distribution power with its deal to acquire Annexus.

Integrity Marketing Group acquires Annexus in ‘game-changer’ move

With its latest acquisition, Integrity Marketing Group becomes “an annuity heavyweight,” according to one industry analyst.

July 27, 2022
What constitutes a recession?
Fears of a recession are growing.

Do 2 down quarters mean recession? Not necessarily

This past quarter’s gross domestic product is expected to have decreased when it is released tomorrow, which would be the second consecutive down quarter – and that would mean we’re in a recession, right? Not necessarily.

July 26, 2022
IUL illustrations cited by experts for "gamesmanship."

Product experts: Regulators need to end ‘gamesmanship’ of IUL illustrations

Roughly 18 months after new regulations meant to tighten up indexed universal life illustrations took effect, insurers are using “gamesmanship” to make a mockery of new rules, say two leading insurance product experts.

What a roaring dollar means to the global economy

July 26, 2022

The dollar is continuing to hold its strength as investors flock to the safety of the currency amid global recession concerns.

National Guardian Life sells Settlers Life

July 25, 2022

Madison, Wis. (July 25, 2022) – National Guardian Life Insurance Company (NGL), a Madison-based mutual life insurance company, announced the…

July 25, 2022
Sales of life insurance, annuities expected to cool down in 2023.

After a blistering 2022 in life/annuity sales, expect a cooler 2023, S&P says

Even above-average sales next year would pale in comparison to sales this year, as heightened mortality awareness wears off, according to S&P’s life insurance/annuity market report.

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