Keeping clients fully informed will help agents avoid mistakes when selling and assisting in filing claims and ensure the client has security and peace of mind.
Women-led networking groups and support systems provide a unique and powerful environment that fosters development and builds confidence.
Carrots are more effective than sticks when it comes to retaining selected employees who are motivated to contribute their best.
The percentage of unpaid customer awards in FINRA arbitration cases increased to nearly 30% and the percentage of unpaid award dollars rose to 24%, a new report finds.
A Methuen, Mass. woman, who was the former business manager at a Lawrence, Mass. retirement home and nursing center, has pleaded guilty and been sentenced to a serve a year and a half in state prison in connection with stealing more than $530,000 from the facility and the estate of a deceased resident at the home.
An executive for a business that produces some of the most recognizable consumer brands in the world discussed his company’s efforts to serve a diverse population and what lessons the financial services industry can take from those efforts.
The persistent low interest rate environment over the past few years prompted the deal, Allianz said in a news release.
Allianz SE is working on a deal to offload a large block of U.S. life insurance policies in a move that reportedly could be announced in the coming days.
In the first half of 2021, total annuity sales increased 23% from prior year to $129.2 billion.
In its 2021 Insurance M&A Outlook, Deloitte noted that the number of insurance deals for 2021 to date is up by 18%, and the aggregate deal value is about four times higher than in 2020.
A former Virginia Beach investment advisor was sentenced today to 35 years in prison, following last week’s sentencing of his Williamsburg-based attorney to 10 years in prison, for their roles in a nationwide investment fraud scheme that resulted in over $25 million in losses.
Biden is prodding Democrats to fully cover the cost of the legislation – by raising taxes on corporations and the wealthy, negotiating the price of prescription drugs and dialing up other sources of federal revenue.
A combination of a recession, higher unemployment, the Biden Health Care Plan, and the availability of health reimbursement arrangements that workers can use to purchase health benefits through the non-group market could test the resilience of the employment-based health benefits system.
President Biden is leaning into his push to increase taxes on the rich as he seeks to unify Democrats in the House and Senate behind a $3.5 trillion bill that would expand federal efforts to fight climate change, reduce the cost of child care, expand educational access, reduce poverty, and more.
The Securing a Strong Retirement Act of 2021 contains a variety of measures to boost retirement accounts and is heavily supported by industry.
Talcott Resolution Life Insurance Company today announced the execution of a flow reinsurance transaction with Lincoln National Corporation’s insurance subsidiary, The Lincoln National Life Insurance Company.
The Federal Reserve signaled Wednesday that it may start raising its benchmark interest rate sometime next year, earlier than it envisioned three months ago and a sign that it’s concerned that high inflation pressures may persist.
A new survey finds that nearly three-quarters of Americans admitted they had no clue how 401(k)s, health insurance or HSAs worked when they got their first job.
DENVER (September 22, 2021) – The Financial Planning Association announced today that the Board of Directors elected James Lee, CFP,…
