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July 1, 2021

Why Advisors Should Consider Single-Pay LTCi For Their Clients

A “once and done” approach to paying for LTCi has many advantages for clients, but advisors also must make them aware of potential tax disadvantages.

July 1, 2021

Football, Money And Family Folklore

As you’re driving west on Pennsylvania Route 56 toward my hometown, one of the first things you see as you approach the edge of town is the huge football stadium on your left…

July 1, 2021

The Five W’s Of Creating A Memorable Family Reunion

Getting family members together for a special event takes planning and delegation.

July 1, 2021

Could COVID-19 Lead To Higher Life Insurance Sales?

The Insurance Barometer study gave some insights into the way consumers perceive life insurance as well as how they want to buy it in the post-pandemic world.

July 1, 2021

Advisors Are Helping Clients Grow Greener

Planners and advisors say not many clients are asking about ESG investing, but clients are becoming interested the more they learn about them.

July 1, 2021

The High Cost Of Health Care Burnout

Physicians and other health care professionals have been dealing with residual trauma that could lead to burnout. Is their disability insurance adequate for their needs?

June 30, 2021

Insurance Commissioners Take Aim At Climate Change

The potential divide on climate change was evident during today’s commissioner panel discussion at the Global Insurance Symposium.

June 30, 2021

What Same-Sex Partners Need To Know About Estate Planning

Proper estate planning can help ensure clients’ wishes are carried out exactly as intended in the event of a death or a serious illness, as having a clearly stated plan in place can provide clear direction and potentially avoid any disputes that otherwise might occur. For same-sex couples, this may be even more crucial.

June 30, 2021

George Nichols Challenges CEOs On Diversity: ‘What Have You Done?’

The insurance industry charged into the diversity debate following the death of of George Floyd on May 25, 2020, and the ensuing Black Lives Matter protests.

June 29, 2021

Global Insurance Risks Start With The Good, Bad And Ugly Of Big Data

The pandemic shifted the focus to technology and big data usage. Insurers loosened restrictions on accelerated underwriting, electronic signatures and medical exams. Will it continue?

June 29, 2021

The New Employee Benefits Practice In A Post-COVID World

Embracing flexibility is the key to a more productive workforce in the post-pandemic world. That was the word from Stephanie Berger, Centered Insurance Solutions, who shared the lessons her benefits brokerage firm learned after more than a year of remote working. Berger spoke at Monday’s National Association of Health Underwriter virtual annual convention.

June 28, 2021

Principal Will Stop Selling US Retail Fixed Annuities

Principal Financial Group will stop selling U.S. retail fixed annuities and consumer life insurance products and pursue sales of blocks of those assets already in force, Bloomberg reported Monday afternoon. The company will continue selling variable annuities.

Exclusive

Help Business Clients Navigate The Return To In-Person Work

June 28, 2021

Employers are reopening their offices and transitioning their workers back to either an in-person or a hybrid workplace. So what does this mean for human resource teams? David Pearson, senior vice president with ExtensisHR, gave some advice to health insurance and benefits brokers during the National Association of Health Underwriters virtual annual convention.

The Life Insurance Industry Provides Coverage And Protection Options For All Genders

June 28, 2021

For those who are part of the transgender community, gender dysphoria (a clinical diagnosis) should not interfere with the ability to obtain coverage.

June 28, 2021

Washington State LTC Law Provides Opportunity For Agents

This is an opportunity for us to step up to the plate and help our clients understand this issue and to provide them with solid planning and innovative products to meet this growing need.

June 25, 2021

3 Areas Of Focus For The Insurance Industry’s Continued Modernization

In order to achieve greater modernization in our industry and reap the associated benefits – including reduced risk and more efficient processes – there are three areas in which we should collectively focus our efforts.

June 25, 2021

Alliance For Lifetime Income: Annuities Add Fuel To Bucket Lists

The Alliance for Lifetime Income plans a Bucket List campaign to promote enjoying senior years while annuities help pay the monthly bills.

June 24, 2021

Pandemic Dims Retirement Hopes For Blacks, Hispanics, EBRI Finds

Black and Hispanic Americans were already at a disadvantage with retirement savings. Now the pandemic disrupted their employment more than it did for whites, according to a new survey.

Roadblocks And Motivators To Men’s Health

June 24, 2021

Studies show men are reluctant to visit the doctor. How supplemental health insurance can provide that extra nudge.

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