This has been a roller-coaster year for many advisors as they deal with the challenges of moving their practices to…
NEW YORK–(BUSINESS WIRE)–Equitable announced an innovative registered index-linked annuity that combines lifetime income options with some protection from equity market volatility….
Survey: 52% Of American Workers Say They Lag Retirement Savings
A new survey reports that a full 52% of American workers say their retirement savings are not where they need to be. A further 16% are not sure whether they’re on track.
Advisor Hospitalized With COVID-19, Comes Out With Prospects
An advisor didn’t let a bout of COVID-19 stop him from doing business while hospitalized. Here is his story.
This group often feels invisible in the insurance marketplace, sandwiched between the white-glove service afforded to high-net-worth and automated insurance quotes provided to those with fewer assets.
Five Minutes With A Medicare Expert: Trends To Watch For In 2022
Seniors and Medicare patients have a lot of things to look forward to in 2022, including added benefits, but costs are definitely increasing as well.
PCF Insurance Services, a leading national insurance brokerage, announced today that its management team has gifted $8.2 million to be…
Los Angeles residents Victor Valle-Diaz, 55, Eduardo Retana, 25, and Ausencio Gomez, 46, were sentenced to serve in state prison…
The Black Friday Prospecting Message To Fill Your December Calendar
It’s Thanksgiving weekend and everyone is spending Black Friday shopping or visiting. No one wants to talk about insurance or investing – right? But maybe you can be the advisor who bucks what everyone else is doing. Here’s how.
43% Of Adults Have ‘Financially Cheated’ On Partners, Survey Finds
A new survey finds that among those who report having ever combined finances in a relationship, two in five (43%) confess to committing an act of financial deception.
60% Of Black Women Report Difficulty Finding Trusted Advisors: Survey
A new study, “Black Women, Trust, and Financial Services,” surveyed 3,500 middle-income Black women and found three in five expressed difficulty finding financial professionals or advisors they trust.
According to Aflac’s 2021 Men’s Health Issues Survey, in the past year, 45% of men did not go to the doctor for an annual checkup, 60% missed going to their eye doctor and 54% did not see their dentist.
Look For A New Fiduciary Rule In The Spring, Analysts Say
Officially, the Employee Benefits Security Administration plans to issue the new fiduciary rule by next month, according to DOL’s regulatory agenda. But nobody expects that to happen.
WASHINGTON, D.C. – A recent study questions a decades-old rule of thumb for safely withdrawing funds from retirement accounts at…
Most advisors are looking for steps to make sure they finish the year strong. Here are a few tips on how to use the final weeks of the year to make 2021 a strong campaign.
South Carolina Balks At Pennsylvania Plan For Insolvent LTC Insurer
South Carolina insurance regulators again vowed last week to not participate in a court-sanctioned plan to rehabilitate the financially struggling Senior Health Insurance Company of Pennsylvania.
Americans Want To Diversify Portfolios Amid Growing Financial Worries
Insights from MDRT survey find prime opportunity for financial advisors to help consumers build their financial knowledge.
WASHINGTON – November 18, 2021 – A new report based on the annual “Workplace Wellness Survey” (WWS), conducted by the…
Total Annuity Sales Rose 12% In The Third Quarter, LIMRA Reports
Total U.S. annuity sales were $62.3 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, according to results from the Secure Retirement Institute.
