D’Alan Thurmond, 41, of Waterloo, Iowa, pled guilty on April 25, 2022, to one count of Presenting False Information, a…
Insurers Working Quickly To Address Employee Shortage Crisis
Insurance unemployment is at 1.5%, said Brad Whatley, managing director of The Jacobson Group, compared to the national 3.6% unemployment rate for all industries.
Integrity Marketing Group To Acquire Ash Brokerage In Massive Deal
Integrity Marketing Group, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced Thursday that it will acquire Ash Brokerage.
Inflation Hitting 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?
WHITEHOUSE STATION, N.J., PRNewswire/ — A new Chubb survey explores the attitudes, behaviors, and purchasing decisions of U.S. and Canadian…
AIG Ramps Up Life & Retirement Split While Annuity Sales Climb
American International Group benefited from a surge in fixed annuity business in the first quarter, even while it continues a plan to split off its Life & Retirement business.
Jacksonville, Fla. – May 2, 2022 – Main Street America Insurance is launching a new Farm and Ranch product that…
BIRMINGHAM, Ala.– Protective Life Corporation, a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc., announced that its principal subsidiary, Protective…
Job Satisfaction Hits 20-Year Low Among U.S. Workers, MetLife Finds
MetLife’s 20th annual U.S. “Employee Benefit Trends Study” finds that job satisfaction at a low point among U.S. workers. The least satisfied workers are “zillennials,” a micro-generation that was born between 1993 and 1998.
For all the emphasis and excitement over helping clients efficiently accumulate assets and accomplish their goals, it’s quite often that how the client makes a living goes into the financial plan as a “snuck premise,” a sort of status quo fact that simply underlines the cash flow projections of the financial plan.
Former California Agent Allegedly Steals $48,000 From Elderly Clients
The investigation also found Alan Douglas Armstrong convinced his clients to withdraw funds from one annuity and then months later purchase a new annuity, hiding that the source of funds was from a terminated annuity.
EBRI: Financial Wellness Efforts Lead To Increased Retirement Plan Assets
An increasing number of employers are offering financial-wellbeing programs to their employees as they seek to improve overall worker satisfaction, reduce financial stress, increase productivity, and make improvements to retirement plans and other employee-benefit programs.
Social Selling
Why a “throw it all against the wall and see what sticks” mentality won’t work when using social media to reach prospects.
Orchestrating A Plan — With Cody Garrett
Advice-only financial planner Cody Garrett spent the first decade of adult life making music. Now he’s getting noticed for an unusual and unselfish approach to financial planning.
Serving The Constrained Investor — With David Macchia
David Macchia gives the annuity industry a call to action to help consumers who need retirement income for life.
New Types Of Policies Close The DI Coverage Gap
Despite enrolling in DI coverage, many professionals are still underinsured.
The Positives And Negatives Of Fixed Annuities
Fixed annuities can be a valuable financial tool for clients, but they must be educated on all aspects of the product.
How Will Your Clients Protect Their Virtual Assets?
With more Americans investing in nonfungible tokens and other virtual assets, security and protection become issues.
Position A Portfolio: Finding Certainty In The Midst Of Uncertainty
Just because the market is unsure does not mean that an investor needs to be unsure.