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March 2, 2022
The NAIC executive committee recently approved a new process for long-term care rate review.

Regulators Wary Of Disruptions To Hot RILA Market With New Rules

The Indexed Linked Variable Annuity subgroup is attempting to tweak nonforfeiture rules to better fit the unique ILVA products, also known as registered indexed-linked annuities or structured annuities.

March 2, 2022
Insurers are returning to the Obamacare exchanges.

Agents, Brokers Had A Big Role In 2022 ACA Open Enrollment

The 2022 open enrollment period for health insurance under the Affordable Care Act was one of the strongest years for agents and brokers who assisted consumers in buying coverage through the health insurance marketplace.

March 2, 2022
A Missouri sexual assault allegation has been settled by the accused's insurance company.

Broker Comp Disclosure ‘Will Change The Game,’ NAHU Members Told

Compensation transparency will have a bigger impact on health insurance brokers over the next few years than the Affordable Care Act did, an insurance industry veteran told members of the National Association of Health Underwriters.

March 1, 2022
COVID-19 tests were supposed to be free under federal legislation.
Kaiser is accused of improperly charging patients for COVID-19 tests.

Life Insurance Claim Denied For Nevada Lawman Who Died Of COVID

The widow of a Nevada sheriff’s deputy who died of COVID-19 in October is reeling from another setback: an expected life insurance payout is not coming.

March 1, 2022
The pandemic has made it harder to engage with new clients.

How The Industry Can Bridge The Income Gender Gap

Women face a number financial planning challenges, led by an income gender gap that leads to a retirement savings gap. Add the caregiving challenges brought on by the COVID-19 pandemic, and you have a population group at financial risk.

March 1, 2022
Gen Xers are about to come into a whole lot of money, a new study confirms.

Gen X? Make It Gen $: Boomers Set To Funnel Big Bucks To Heirs

Over the next 20 years, $84 trillion is expected to transfer between generations, with Gen Xers reaping the most over the next decade or so. Advisors will need to change how they do business to get the attention of younger investors.

Finseca And Forum 400 Announce Merger

March 1, 2022

Finseca and Forum 400 have officially merged and created Forum 400, a Finseca Community. On July 15, 2021, Finseca and…

March 1, 2022
The National Association of Health Underwriters will share its legislative priorities when members visit Congress today.

Access, Choice, Affordability Among NAHU’s Legislative Priorities

Preserving the employer tax exclusion topped the list of the National Association of Health Underwriters’ legislative priorities as its members visit Congress during today’s NAHU Capital Conference.

47% Of Women Saved Less For Retirement In The Wake Of COVID-19

March 1, 2022

Add saving for retirement to the list of things that COVID-19 has impacted, according to a new survey from the…

March 1, 2022

The Biggest Pool

The federal government is the largest employer in the nation and offers generous retirement benefits. Advisors are finding the market ripe for financial advice.

March 1, 2022

Serving Those Who Serve Us — With Cassie Knight

Why the federal market is widely underserved. An interview with Publisher Paul Feldman.

March 1, 2022

A Different Track — With Heather Zepeda

Heather Zepeda was single minded in pursuit of a legal career until she discovered life insurance was her true calling.

March 1, 2022

Women’s Increasing Wealth Means More Need For Planning

Advisors can expect women to benefit from a broad range of education and product options due to varying life stages and ongoing changes in their financial condition.

March 1, 2022

Trust: A Major Factor Driving Consumer Decisions

Understanding how to build and sustain trust-based relationships is fundamental to connecting with consumers.

March 1, 2022

Health Savings Accounts: Don’t Leave FICA Savings On The Table

Some clients still don’t see the value in offering a health savings account program to their employees. Help these clients understand the FICA savings being left behind.

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.

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