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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.

Wisconsin seeks policyholders of insolvent Time Insurance Co. products

June 30, 2022

The Wisconsin Office of the Commissioner of Insurance is seeking anyone who purchased certain life insurance products and annuity contracts…

June 30, 2022
New plaintiffs added to legal action.

New lawsuit seeks class action for victims of alleged fraudulent IUL sales

A new lawsuit filed last month adds to the legal liability for Minnesota Life Insurance Co. and its partner independent marketing organization caught up in an alleged pension fraud scam.

Washington state regulators seek man facing felony insurance fraud charges

June 30, 2022

Vincent Labarbera, of Vancouver, Wash., has been added to Washington Insurance Commissioner Mike Kreidler’s most wanted after he failed to…

June 30, 2022
IRA vs. 401K fees matter.

Pew study examines 401(k) vs. IRA fees, impact on retirement funds

Workers who move their retirement funds into mutual fund IRAs could get hit with significant unrealized fees that would shrink their savings, potentially impacting the quality of their golden years, according to a new Pew Charitable Trusts study.

Why Health Savings Accounts may be a better retirement plan than a Roth IRA

June 30, 2022

Since Congress authorized the Roth account as a savings option in 1998, it has demonstrated the potential for massive tax benefits. A Roth account, like all IRAs and 401(k) plans, includes a tax deferral benefit – meaning that as long as money stays within the account and is not withdrawn, an investor is not obligated to pay annual taxes.

June 29, 2022
Consumer confidence drops in recent survey.

Consumer confidence drop hints at recession risk

Inflation is the key driver to deteriorating consumer confidence with a survey showing the grimmest expectations in nearly a decade.

Some retailers limit emergency contraception purchases

June 29, 2022

Surging demand for emergency contraception in the wake of the Supreme Court decision overturing Roe v. Wade has led to…

How to keep fraudsters from taking over your client’s annuity account

June 29, 2022

Do your part to mitigate the risk of fraud.

June 28, 2022
Work/life balance growing more important in employee benefits trends.

Study: Work/life benefits growing more important to employees

A recent LIMRA study focusing on employees benefits found an increasingly diverse workforce is seeking more robust work/life benefits in addition to salary.

Sammons names Kevin Mechtley to newly created product innovation role

June 28, 2022

Sammons Financial Group, Inc. has named Kevin Mechtley to a new role as vice president, business development and chief innovation…

June 28, 2022
What will the impact of the COVID-19 national health emergency be?

‘The Great Unwinding’: What the pandemic’s end could mean for health coverage

The end of the COVID-19 public health emergency may be in sight, but what does it mean for millions of Americans who are at risk for losing Medicaid or ACA coverage.

June 27, 2022
Change is here in social media selling.

Expert tells MDRT audience to gear up for next generation of social media selling

Salespeople, marketers, and companies need to prepare for the next generation of social media marketing, expert tells the 2022 Annual Meeting of the Million Dollar Round Table, and improve their social media selling.

Transamerica enhances coverage within its workplace supplemental health benefits suite

June 27, 2022

Transamerica announced today the expansion of its workplace benefits offerings with refreshed supplemental Transamerica Accident Insurance and Transamerica Critical Illness…

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