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February 3, 2022

IRI Announces New Logo And Website

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today rolled out a new logo and a revamped website. The updated…

February 3, 2022
Investment losses plagued Lincoln earnings.
Lincoln Financial reported strong life sales in the second quarter.

Lincoln 4Q Report: Strong On Sales, Weak On Earnings

Lincoln life insurance sales were strong in the fourth quarter, up 121% over the prior quarter, and for the year — with sales of $660 million representing a 5% increase.

February 3, 2022
Elton John is in the midst of a farewell tour after more than 50 years making music.

Elton John Welcomes Annuity Group On Yellow Brick Road Farewell Tour

Famed recording star Elton John announced the Alliance for Lifetime Income as the presenting partner of his “2022 Farewell Yellow Brick Road Tour in North America.”

February 2, 2022
Georgia wants to set up its own health insurance marketplace.
The federal government says Georgia's health insurance marketplace plan does not meet regulations.

Industry Trade Group Sues The DOL Over Encroaching Fiduciary Standard

The DOL’s Investment Advice Rule, which takes full effect this week, broadens the agency interpretation of who is considered a fiduciary, which the lawsuit contends is contrary to an earlier decision of the Fifth Circuit Court of Appeals.

California Man Allegedly Set Fire To Own Car For Insurance

February 2, 2022

Edwin Saghian, 51, of Tarzana, Calif., was arraigned today at the Fresno County Superior Court on five felony counts of insurance fraud after allegedly setting fire to his own vehicle and then reporting it stolen for an undeserved insurance payout.

Expanding Producer Network Is Top Priority Of BGAs And IMOs

February 2, 2022

WINDSOR, Conn., Feb. 2, 2022 — More than three quarters (77%) of brokerage general agencies (BGAs) and independent marketing organizations…

February 2, 2022
SECURE 2.0 would make it easier to save for retirement, backers say
Many Americans are concerned about their retirement security.

The Misunderstood Cash Power Of Deferred Annuities

In addition to full surrender and annuitization, today’s deferred annuity products offer a number of options for limited, penalty-free liquidity.

Fewer Confident In Government’s Handling Of COVID-19

February 2, 2022

SANTA CLARA, Calif., /PRNewswire/ — Today eHealth, Inc. (NASDAQ: EHTH) (eHealth.com), a leading online private health insurance marketplace, released results…

3 Ways Smart Tech Can Attract Customers

February 2, 2022

As demographics shift, younger digital native buyers will expect technology to be built into the products and services they use — including their home insurance.

February 1, 2022
Inflation is hitting Black Americans hard
Inflation woes are making it more difficult for Black Americans to prepare for retirement.

Thrivent Survey: 70% Of Americans Have No Extended Care Plan

Despite the COVID-19 pandemic, a survey from Thrivent found that perceptions toward extended care planning haven’t changed.

February 1, 2022
Is the economy on the way to a quickly recovery?

Insurance Leaders Predict Economic Recovery Still Far On The Horizon

Insurance leaders told a recent survey that they expect full economic recovery is months away and might not even come until early 2023.

February 1, 2022

A Social Dilemma

Social Security faces threats from a variety of sources but remains the central retirement tool for most Americans. Advisors are finding success (and business) becoming experts in Social Security strategies.

February 1, 2022

The Dynamic Duo of Social Security Planning — With Marc Kiner and Jim Blair

What you don’t know about Social Security planning could cost clients a fortune.

February 1, 2022

Not Your Father’s Financial Advisor — With Jessica Weaver

Jessica Weaver describes how she forged her own path in financial services while sharing the secrets of how she became a self-proclaimed ‘Money Queen.

February 1, 2022

3 Ways To Change Communities Through 401(k) Plans

Financial planners have an opportunity to change communities and help create a retirement-ready nation through leadership in the retirement plan niche.

February 1, 2022

Workers Have Spoken: Financial Well-Being Benefits Matter

Although the economy is showing signs of improvement, workers need benefits that will help ease their financial stress.

February 1, 2022

Political Advocacy: Equally Important Locally As It Is In DC

If we are truly working in our clients’ best interests, we need to share this knowledge with our elected officials and other policymakers — on both the state and federal levels — so they make better-informed decisions.

February 1, 2022

Insurers Face Challenges With Acquiring Talent In 2022

Nearly a half-million workers in the finance and insurance sectors left their jobs during the pandemic. How can the industry compete in the war for talent?

February 1, 2022

Now’s The Time For Clients To Think About Wildfire Threat

The last several years have seen a dramatic increase in the number of buildings destroyed by wildfire. Why your clients need to start protecting their homes before wildfire season.

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