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July 7, 2022
Financial advisors under pressure in volatile economy.l

Financial advisors facing new pressures in volatile economy

Americans, in this post-pandemic era of raging inflation, crashing markets, and international turbulence, say they want and need professional investment…

July 7, 2022
Southland National Insurance Corp. is currently in receivership.

Policyholders wait as Greg Lindberg insurers remain stuck in receivership

According to court documents, four insurers formerly owned by Greg Lindberg say they face shortfalls of more than $1 billion and that policyholders could take “severe losses” before a court-ordered receivership is completed.

July 6, 2022
Americans underestimate longevity risk.

Study finds Americans worry about the wrong retirement risks

Americans are most worried about market volatility’s effect on their retirement savings when they should be focused on their longevity risk, according to a report from Boston College’s Center for Retirement Research.

July 5, 2022
Consumer confidence sinks to all-time low.

As consumer sentiment sinks, Republicans even more pessimistic, survey shows

The University of Michigan consumer sentiment survey is at an all-time low, with Republican sentiment below rock bottom, according to a breakout of the survey data.

Regulation and service excellence don’t have to be opposites

July 5, 2022

Weaving regulatory compliance seamlessly into the high-end service of private wealth management requires a delicate touch.

July 5, 2022
Chances for recession increase, says Bloomberg.

1 in 3 chance of recession this year, Bloomberg says

Bloomberg’s recession probability gauge, which has been at 0% since early 2020, has popped to a 38% chance of inflation in the next 12 months.

July 1, 2022
Pandemic changed retirement plans for many.

Survey: Pandemic cracked many retirement eggs

Most Americans are saving for retirement, but many had to crack those nest eggs to get by during the pandemic, according to the 22nd annual Transamerica Retirement Survey.

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The idea of a retirement spent puttering around the house and the golf course has become an outdated notion.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.

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