Total preliminary U.S. annuity sales were $62.2 billion in the third quarter, up 12% from third quarter 2020.
American International Group Monday announced senior leadership changes that further position the organization to deliver strong financial and operational performance…
The Department of Labor will delay full enforcement of its investment advice rule for about six weeks until Jan. 31, 2022, according to a bulletin released Monday afternoon.
The need for an effective sales engagement playbook and sales process is a top challenge in motivating buyers.
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.
October 25, 2021, BOSTON—As investor fee awareness continues to climb, advisors are increasingly considering nontraditional fees to align their service offerings…
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.
In the Investment Advice PTE, effective since Feb. 16, 2021, the DOL announced that most recommendations to make a rollover are considered fiduciary investment advice.
The acquisition of a medical record, a crucial part of life underwriting risk-assessment, largely remains largely an inefficient paper process.
Nearly 4 in 10 executives said technology was their company’s greatest internal challenge — twice as many as in 2019 when the survey was last conducted.
CHICAGO, Oct. 21, 2021 /PRNewswire/ — Combined Insurance, a Chubb company and a provider of supplemental accident, health, disability, and life…
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)….
MINNEAPOLIS – Oct. 20, 2021 – Socially responsible investing has taken its place at the head of the sustainability table…
The premium for being the primary firm (where the most money is kept), is up 14 percentage points, going from 65% in 2010 to 79% in 2020.
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.
October 19, 2021 – Today, insurer AXIS Capital announced new policy measures restricting insurance and investments in coal, tar sands…
Industry panelists share their thoughts on how to make the buying process seamless, relevant and personalized.
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.
