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Wisconsin Insurance Office Releases December Administrative Actions

January 10, 2022

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

January 10, 2022
Regulators set future mortality rates today.
COVID-19 death rates will impact how insurers do business.

Sky-High COVID-19 Mortality Not Affecting All Life Insurers The Same

There was an expectation by life insurers that COVID-19 deaths would decline as vaccination rates increased throughout 2021. That has not happened, but most life insurers are not reporting any strong impact from higher mortality rates.

January 10, 2022
Are annuities the right play in the current economy?
Americans are socking money away in annuities again and sales are back to 2008 levels.

Why We Need To Build America’s Personal Financial Safety Net

Households must put their own personal financial safety net in place. The financial services industry, particularly the insurance segment, must step up and help.

Kamila Elliott Begins Term As CFP Board Chair

January 6, 2022

Washington, D.C., January 6, 2022 – Certified Financial Planner Board of Standards announced that Kamila Elliott, CFP® has assumed the…

Primerica Marks $900B Of Term Life In Force At End Of 2021

January 6, 2022

Duluth, GA, Jan. 4, 2022 – Primerica, a leading provider of financial services to families throughout the United States and…

SPG Acquires The Assets Of Brokers’ Service Marketing Group

January 6, 2022

SUMMIT, N.J., Jan. 5, 2022 /PRNewswire/ — Specialty Program Group, LLC (SPG), a leading operator of specialty insurance brokerage firms and underwriting facilities, announced…

January 6, 2022

Super Bowls Ads, Kobe Bryant Lawsuit Make The Year’s Top P&C Stories

Regulation, business interruption insurance wrangles and some high-profile cases dominated our property & casualty coverage in 2021.

January 5, 2022

Regulators Continued Targeting Annuity Sales In 2021

Regulators were busy in 2021 and annuity sales remained a prime target.

January 5, 2022

Advisors Ponder Bitcoin, ‘Decade Of Disappointments’ In 2021 News

There’s never a lack of stories about advisors and the advice they offer. As in other years, 2021 was replete with predictions and proclamations about financial direction.

January 4, 2022
NAILBA and Finseca are in merger talks.

NAILBA, Finseca Explore Merger To Form Industry Lobbying Power

NAILBA and Finseca announced today that their respective board of directors have voted to initiate a process to explore a merger, which would create a powerful industry lobbying group.

January 4, 2022

Aging-Related Topics Are Top Health Issues In 2021

But the most popular health-related article of the year dealt with a topic that impacted our readers’ practices.

January 3, 2022

Questions, Lawsuits Over No Surprises Act

A law to ban unexpected medical bills that took effect on New Year’s Day sounds simple enough. But, like many things out of Congress, the details are complicated. There are questions about how the “No Surprises Act” will be calculated and enforced, and there already have been several lawsuits filed seeking to change or eliminate elements of the complex legislation.

Allianz Investment Management Debuts Second Buffered Outcome ETF

January 3, 2022

MINNEAPOLIS — Jan. 3, 2022 — Allianz Investment Management launched a new buffered outcome ETF with a six-month outcome period: the…

Dennis J. Moore Is 2022 FPA President

January 3, 2022

DENVER (January 4, 2022) – Dennis J. Moore, MBA, CFP, officially became the 2022 President of the Financial Planning Association…

January 3, 2022

Ponzi Schemes, Improper Annuity Sales Lead Top Fraud Stories Of 2021

Fraudsters earned plenty of headlines throughout 2021 for a variety of scams, improper sales and lawsuit activity.

January 1, 2022

Giving Back, Giving Big

Members of the financial services community perform philanthropy on a grand scale.

January 1, 2022

A Relationship Mindset — With Sam Richter

Sam Richter gives you tips on how you can glean information on clients and use it to help them reach their financial goals.

January 1, 2022

Life is Rich — With Katie Brewer

Katie Brewer focuses on helping young clients build the foundation they need to live their richest lives.

January 1, 2022

Thermostat Or A Thermometer – Which Is Your Team Culture?

How to go from running hot and cold to knowing what temperature to set.

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