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March 1, 2022

Help Clients Understand And Own Their ‘Enough’ Number

The right amount of life insurance is whatever amount is needed to accomplish what’s important to your client — you’re there to help them figure it out.

March 1, 2022

Annuity Sellers Face Rolling Economic Headwinds

Interest rate hikes planned by the Federal Reserve may prove to be a massive disruption.

March 1, 2022

Don’t Wait Until Next Year! Prepare For 2022 Tax Changes

You may be helping clients get ready to file 2021 taxes, but now is the time for them to start thinking about the tax changes coming around the corner.

March 1, 2022

The Post-Pandemic Working World? It’s Our Choice

We get to decide what the post-pandemic working world will look like. We have a choice to start back up the way things were before or run a few updates in our models as we look to the future.

March 1, 2022

Champlain Towers Collapse Could Change Condo Insurance

Condominium insurance is expected to see significant changes in the wake of last year’s high-rise collapse in Surfside, Fla.

March 1, 2022

Unpredictable: That’s What March Is

I love the month of March — and not only because it’s my birthday month. I love March because it’s a month full of surprises — although not all of those surprises are good ones…

March 1, 2022

The Powerful Strategy That Leads To Stronger Connections

Since every individual you work with or want to work with is their own most interesting person, you must use empathy to better understand them and their worldview.

March 1, 2022

College Funding: A Critical Part Of A Complete Financial Plan

Choosing what college to attend and determining how to pay for it are two of the biggest financial decisions for students and their families.

March 1, 2022

5 Questions To Ask Clients When Discussing Annuities

Take the mystery out of annuities and help clients determine the right kind of annuity for their needs.

February 28, 2022
Congress is grappling with several big-ticket items and it's an election year.

5 Things To Consider As The Midterm Elections Get Closer

In a little more than eight months, Americans will go to the polls, where every seat in the House of Representatives and one-third of the Senate will be up for election.

February 28, 2022
Financial education programs are proving beneficial for employees and employers both.

How To Keep Producing Strong Despite Work-From-Home Distractions

Shifting from a corporate office to a home-office environment because of social-distancing requirements brought on by the pandemic has created a few obstacles for producers trying to grow their practices.

Mike Stewart Joins OneAmerica As Employee Benefits Regional VP

February 28, 2022

INDIANAPOLIS (Feb. 28, 2022) — Mike Stewart has joined the executive leadership team of the OneAmerica Employee Benefits at OneAmerica…

February 28, 2022

Now Is The Time To Discuss Tax Diversification With Your Clients

It may seem like a simple question for your clients: Do I want this to be taxed now or later?

February 25, 2022
The American Council of Life Insurers released its July 2025 Financial Resilience Index measuring middle-class households’ ability to manage financial challenges and plan for a stable future.

Retiring At 65 ‘Doesn’t Make Sense Anymore,’ Author Tells NAFA

Bradley Schurman, author of The Super Age: Decoding Our Demographic Destiny, said that increasing lifespans will require Americans to fund more years in retirement, something he said our society is not prepared to do.

Washington State Woman Wanted For Alleged Insurance Fraud

February 25, 2022

Jessica Berman has been added to Insurance Commissioner Mike Kreidler’s insurance fraud most wanted after she failed to appear in…

More Retirees Deplete Their Lump Sums, MetLife Study Says

February 25, 2022

NEW YORK, February 23, 2022 – When approaching retirement, employees are faced with a decision that can have lifelong implications:…

Mutual Of Omaha Launches Retirement Right Blueprint

February 25, 2022

Omaha, NE – Mutual of Omaha Retirement Services has launched its newest product, Retirement Right Blueprint. An extension of Mutual’s…

AllFinancial Group Offers Older Consumers Access To Financing

February 25, 2022

Life insurance agents may have clients who cannot buy new life insurance on themselves due to their advanced age or…

Life Insurers See Highest Period Of Growth In 5 Years

February 25, 2022

Fitch Ratings-Chicago/New York-25 February 2022: U.S. life insurers saw their highest single period of growth over the past five years…

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