Life insurance is the bedrock of a plan to provide funds to charity while giving cash to clients’ beneficiaries.

While in agreement that bigger is better in the retirement plan management world, Principal Financial executives say they feel no pressure to respond to the blockbuster Empower Retirement acquisition.

Biases are well-known for pushing investors to make short-term decisions that endanger a secure retirement. But biases can be called on to help get people into plans and keep them there.

Although meeting with prospects over dinner, at their office or at the golf course still happens occasionally, those face-to-face interactions have been significantly reduced. And agents – both veterans and newcomers, alike – have been forced to adapt quickly.

Researchers at the Secured Retirement Institute expected strong registered index-linked annuity numbers but were blown away by the double-digit increase across the board.

Strong equity market gains and lower volatility, as well as rising interest rates all contributed to the remarkable rebound in the annuity market, officials said.

Miriam Harris Lewis, chief inclusion officer at Principal Financial Group, discussed how diversity and inclusion improve customer relationships and drive business growth.

The new law requires insurance companies to monitor and correct biases against protected classes in their use of third-party data and analytics, but does not ban using data such as credit history in setting individual rates.

Aon and Willis Towers Watson are abandoning their $30 billion merger plan, terminating an agreement that could have made the combined company the world’s largest insurance broker.

By identifying your ideal client, thinking outside the box, and playing to your strengths, you’ll be working smarter, not harder, to build your business. The result: a client pool tailored to your preferences and strengths, allowing you to boost your portfolio long-term.