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July 1, 2022
Retirement strategies.

Teach your clients effective strategies for today’s retirement

The idea of a retirement spent puttering around the house and the golf course has become an outdated notion. Retirement today is about helping your clients stop doing what they have to do and start doing what they want to do.

July 1, 2022
Indexed annuities.

Indexed product sellers see ‘attractive’ markets after Fed rate hikes

While chaos is rarely good, one market that should benefit is the annuity marketplace, experts say. Specifically, indexed annuities, which thrive on offering stability when the financial landscape is most unstable.

July 1, 2022
Indexed funds must adapt to inflationary times.

Indexes must evolve with inflation, rising rates, says NAFA panel

Many popular indexes supporting annuities and life insurance today might not work as well in a recessionary, high-inflation, rising interest rate environment, a recent industry panel agreed.

Despite recession fears, employers look to enhance benefits in 2023

July 1, 2022

Employers are taking a look beyond traditional insurance benefits to support employee work/life balance in 2023.

July 1, 2022

‘Crazy’ evolution of life, annuity indexes draws scrutiny, says expert

Regulators are likely to take another look at indexed life illustrations, said Sheryl Moore, president and CEO of Moore Market Intelligence. Likewise, lawsuit activity is up, targeting a variety of sales practices.

July 1, 2022

Nationwide adds death benefit features to Defined Protection RILA

Columbus, OH – Nationwide announced the launch of enhanced legacy features to the Nationwide Defined Protection Annuity (DPA), a registered index-linked…

July 1, 2022
U.S. Supreme Court overturns Roe v. Wade.
The Supreme Court's decision on abortion will impact employee benefits.

How will Roe v. Wade reversal impact employee health plans?

Many employers are thinking through their options with the goal of providing consistent benefits regardless of where workers live.

July 1, 2022

Kings of the Hill: Indexed products spur life, annuity sales

Indexed life insurance and annuity products are immensely popular. But some critics charge they are too complicated and immersed in fraud.

July 1, 2022

Called to Serve — with Nathan Smith

Nathan Smith’s passion for service led him to the National Guard and now he is called to serve his fellow veterans.

July 1, 2022

Building a network of success one step at a time — with Matt Sapaula

How multilevel marketing companies are bringing fresh blood to a dwindling sales force. An interview with Matt Sapaula by Paul Feldman, publisher.

July 1, 2022

Customer service is always easy … until it isn’t!

How to be diplomatic when clients are difficult or downright abusive.

July 1, 2022

How financial advisors can help clients weather market turbulence

Inflation has impacted many asset classes. But fixed indexed annuities can give clients confidence in the swirl of economic uncertainty.

July 1, 2022

On a journey to understand the changing financial landscape

This year, like many recent years here in the Northeast where I live, the majority of spring was relatively cool — sometimes downright cold.

July 1, 2022

What agents need to know about the cost of long-term DI

Like all insurance prices, the price of disability insurance is tied to risk, and many factors can impact it.

July 1, 2022

Three things advisors want recruiters to know

Advisors who are new to the industry didn’t hold back when asked about their opinions of a financial services career.

July 1, 2022

Advisors can turn to client reviews to help repair their image

Consumer trust in financial advisors could get a boost from a recent rule that permits advisors to solicit and promote client testimonials.

July 1, 2022

Inflation hits the insurance industry with no letup in sight

The industry is caught in a perfect storm of increasing claims costs and a worker shortage. What does that mean for premiums?

July 1, 2022

Flood damage can happen where you least expect it

If you haven’t noticed an uptick in flood-related damage in your area, it’s likely you will soon. What your clients need to know.

July 1, 2022

The three-tiered system for retirement security

Starting early and not quitting are the keys to saving up a comfortable retirement nest egg.

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