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A new poll reveals that the Global Financial Crisis of 2008 had the most profound impact on investors—but they continue to struggle with the financial fallout of the COVID-19 Pandemic—driving their desire for guided advice and need for comprehensive financial planning.
Americans report varying degrees of recovery from the pandemic, a new poll finds.

One way to begin financial planning conversations with the younger generations is for financial advisors to connect with their existing client base and encourage parents of college students to put health care documents in place for their children.
Life insurance is generally sold and not bought. How can insurers change that?

Whether it’s casually asking a client about their parents or children, or it’s crafting an investment portfolio that incorporates an indexed universal life policy, an advisor who has paid more than $1 billion in death benefits presented nine ideas to build your practice.

Transamerica today announced the expansion of its workplace-focused benefit solutions with the introduction of Individual Coverage Health Reimbursement Accounts (ICHRAs)….
The NAIC executive committee recently approved a new process for long-term care rate review.

The California Supreme Court recently ruled that statutes making it harder for an insurer to cancel a policy for nonpayment of premiums apply to retroactively to policies.

While the Certified Financial Planner certification has long been considered the “gold standard” of financial planning credentials, it has recently become more of a foundational knowledge base for those serious about helping clients achieve their financial goals.
Millennials want technology guiding their options on insurance coverage.

Millennials are willing to buy life insurance, but they want contactless communication that is quick and easy, said a speaker during this week’s Society of Insurance Research conference.