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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.

July 25, 2022
Workers say they are satisfied with workplace benefits.
Employee benefits are growing in importance as labor proves scarce.

Most workers say they are satisfied with their employer’s health benefits

Three-quarters of those surveyed said their employer-based health insurance was important in maintaining their family’s health and financial security.

Michigan issues order to company for allegedly selling unlicensed health plans

July 25, 2022

The Michigan Department of Insurance and Financial Services (DIFS) has issued a cease and desist order against Salvasen Health for…

Americans increasingly anxious over possible recession, Allianz Life says

July 25, 2022

MINNEAPOLIS – July 25, 2022 – With the stock market in bear market territory and inflation at historic levels, Americans…

AHIP report discusses what’s influencing 2023 individual health insurance premiums

July 25, 2022

Washington, D.C. – July 25, 2022 – The individual market is an essential source of comprehensive health coverage for nearly…

Financial wellness requires a change of mindset

July 25, 2022

If financial wellness programs showed people how to stop using credit cards and how to pay off their mortgages quicker, our economy would ease itself from its slow rot of infinite debt and perpetual economic crisis.

July 22, 2022
Direct mail use by insurance industry rises, group says

Direct mail marketing by insurance industry remains strong

Despite rising costs of paper, printing, and postage, the popularity and reliance on direct mail marketing by insurers remains strong…

Employers put more emphasis on benefits as Great Resignation continues

July 22, 2022

Deerfield, IL (July 21, 2022) — A new study measuring employee benefits and human capital management challenges reveals an increased…

60% of patients look to health insurers for pricing info

July 22, 2022

South San Francisco, Calif.  – AKASA™, the leading developer of AI for healthcare operations, released findings from a new survey…

No one ‘listens’ themselves out of an annuity sale

July 22, 2022

A technique to address and overcome client objections to annuities.

July 22, 2022
Those who are financially disciplined may also sleep better at night and be happier.

Researchers draw link between financial discipline and getting a good night’s sleep

Researchers behind a study of U.S. adults who work with a financial advisor believe those who work with an advisor and who identify themselves as disciplined financial planners may sleep better at night and be happier.

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