DENVER (September 22, 2021) – The Financial Planning Association announced today that the Board of Directors elected James Lee, CFP,…
Panel: Variable Annuities Still Alive, Have Opportunities To Thrive Again
The non-qualified variable annuity market is growing while the qualified market shrinks. An Insured Retirement Institute panel discussed the state of VAs and whether advisors are selling them.
Prospering In The Post-COVID World — With Joe Jordan
The COVID-19 environment made many consumers realize their mortality. What does this mean to the life insurance profession? Joe Jordan will discuss how consumers need your services more than ever as we move into the post-pandemic environment.
When it comes to technology, the insurance industry operated under the premise, “If you build it, they will come.” But when technology platforms are built but not adopted, then what?
My career as a financial planner was shaped in my annual tax meetings with my CPA. One year I mentioned to her I really liked taxes, but specifically how a person could be strategic in their finances with tax planning.
Congress Expected To Debate Size Of Tax Increases Through The Fall
Ongoing negotiations to massively overhaul federal tax-and-spend policies remain impossible to pin down, a Capitol Hill insider told NAIFA members…
One-third of Americans said the pandemic was the primary reason they began shopping for life insurance. Now is a good time to turn those intentions into actions.
If Congress passes the vast reconciliation bill, voters will like what’s in it. That’s the Obamacare-like line some Democrats are taking as President Joe Biden steps up his campaign to pull the sprawling spending package across the finish line.
Maryland Couple Used Life Insurance To Fuel $20M Fraud, Feds Say
A Maryland couple allegedly concealed an elaborate fraud scheme over 25 years to reap more than $20 million in life insurance benefits on behalf of applicants.
CHICAGO, Ill. – Rising auto accident frequency and severity in the U.S. auto insurance market, combined with the challenges of…
The Myths Preventing Consumers From Seeking Life Insurance Coverage
Misconceptions about life insurance can discourage individuals and families from purchasing policies. Here are a few misconceptions – and realities.
The Centers for Medicare & Medicaid Services announced that, beginning this year, consumers will have an extra 30 days to…
Social media influencers who lose income because of a cyber-attack can now get insurance protection with personal cyber coverage from…
WASHINGTON – Americans across the political spectrum overwhelmingly support paid family and medical leave and expanding existing employer-based paid leave…
‘One-Size-Fits-All’ Retirement Planning A Problem For People Of Color
Allianz Life’s 2021 Retirement Risk Readiness Study identifies distinct differences among ethnicities regarding retirement risks as well as interest in getting help from a financial professional.
A recent report by Deloitte Center for Financial Services, “Financial Inclusion And The Underserved Life Insurance Market,” analyzed ways insurers can navigate the coverage gap and help underserved markets obtain coverage.
In addition to the creation of the special enrollment period, health coverage access was also expanded in Michigan through tax subsidies offered under the American Rescue Plan (ARP).
DALLAS, Sept. 14, 2021 /PRNewswire/ — Bestow, the leading digital life insurance platform, today announces the successful acquisition of Centurion Life Insurance Company,…
Tiburon Advisors: Americans’ Investable Assets Up Nearly 50% From 2018
Americans have trillions in assets and advisors should have plenty of business in the years ahead, according to new projections of consumer wealth.
