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April 7, 2022

Financial, Emotional Confidence Intertwined, Guardian Study Says

The overall Financial and Emotional Confidence Index in 2021 measured 6.5, up from 6.3 in 2016.

How Integrated AI Can Take The Heat Off Contact Center Workers

April 7, 2022

One of the biggest challenges confronting insurance companies is maintaining a high level of customer support from frontline workers in the face of high employee quit rates for contact centers across all industries.

Wisconsin Insurance Commissioner Releases March Enforcement Actions

April 7, 2022

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for March. The actions are…

April 7, 2022
Federal regulations are putting the "F" in fiduciary for health plans.
Federal regulations impact self-funded employer-sponsored health plans and how employers are required to act in a fiduciary capacity.

Agents, Advisors Are Independent Workers, For Now

A federal court reinstated the Trump-era Department of Labor’s independent contractor law, but the question remains if the Biden administration is working on a replacement that it could impose in accordance with the procedures act.

Workplace Life, DI And Supplemental Sales Increase In 2021, LIMRA Reports

April 6, 2022

WINDSOR, Conn. April 5, 2022—New annualized premium for workplace life insurance, disability insurance and supplemental health products rose in 2021,…

April 6, 2022

3 Key Steps For Small-Business Owners

Financial Literacy Month is an excellent opportunity for small businesses to help promote financial literacy among their employees.

April 6, 2022
The Fed is pondering lower interest rates.

Some Creditors Miffed By Shurwest’s ‘Sham Bankruptcy’ Plan

Shurwest owes dozens of creditors many millions of dollars as the independent marketing organization tries to dig out from its ties to a pension scam. An Arizona bankruptcy court is trying to sort out how much the company will pay.

April 6, 2022
Execs have concerns about market conditions in the near term, a new survey finds.

Execs Warily Eye A Shaky World, McKinsey Survey Shows

Although company executives have stopped fretting so much about the COVID-19 pandemic, they are really concerned about geopolitical stability, even in their own country, according to the latest McKinsey survey.

April 5, 2022
More than just insurance is needed to fight off cyber criminals, one expert says.
Cyberattacks can cost customers dearly.

Study: Digital Preference Just As Strong Among Older Clients

Almost all interviewed investors – whether ultra-high net worth, millennials or baby boomers – indicated that digital would be their preferred communication channel in the future.

April 4, 2022
Americans are struggling with retirement goals, planning. But they are seeking financial help, surveys show.

Non-Retirees More Worried Than Retirees About Finances, Survey Finds

Nearly two-thirds (63%) of nonretirees said they fear running out of money more than they fear death, versus less than half (46%) of retired respondents, an Allianz Life study revealed.

April 4, 2022
Image shows the word, "Inflation"
Controlling inflation remains a difficult goal.

Inflation May Push Insurers To PE Investments, Goldman Survey Shows

Insurance companies have been flocking to private assets for several years, but inflation and recessionary concerns may accelerated that trend, says a Goldman Sachs survey.

April 1, 2022
Adventist and Anthem Blue Cross agreed to extend current deal.
Adventist and Anthem Blue Cross continue efforts to bridge the gap in negotiations.

Why AI In Insurance Is The Key To Survival

Artificial intelligence will play an even more meaningful role in the insurance field in the years to come.

April 1, 2022

IRI Survey Finds Need For Improved ‘Retirement IQ’

April is Financial Literacy Month and, according to a survey by the Insured Retirement Institute, a much-needed opportunity for consumers to brush up on their financial smarts.

Allowing Employees To Overpay For Health Benefits Is Risky

April 1, 2022

Employers now have a clear fiduciary responsibility to ensure their health plans provide a benefit to participants.

April 1, 2022

Millennials, Gen X Families Struggling Financially Compared With Prior Generations

Black millennial families are falling the furthest behind prior generations, according to a study by the Employee Benefit Research Institute.

April 1, 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.

Regulators Scrutinize Private Equity’s Impact On Insurance

While the massive growth in private equity investment in insurtechs continues unabated, private equity is generating new levels of scrutiny from regulators and insurance commissioners concerned about the impact the trend will have on the insurance industry as a whole.

April 1, 2022

Reaching Out, Lifting Up

Advisors give their time and expertise to help others increase their financial literacy.

April 1, 2022

From Single Mom To ‘Legendary’ Advisor — With Robelynn Abadie

Robelynn Abadie began with no training and no experience and ended her 43-year career as the 2021 John Newton Russell Memorial Award winner.

April 1, 2022

Sailing On That Big Blue Ocean — With Joe RoosEvans

Joe RoosEvans discusses how he discovered the way to set himself apart from all the other advisors out there, describes the way he mastered the art of marketing and reveals why losing his first job was the best thing that ever happened to him.

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