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June 7, 2021

Inflation Is A Yay For Yellen – And Annuities

Treasury Secretary Janet Yellen says a little inflation and interest rate increase would be healthy. A Society of Actuaries report agrees that an interest rate increase would help in retirement security.

New Jersey Moves Bill To Permit Insurers To Offer Pandemic-Related Riders

June 7, 2021

The New Jersey Assembly committee moved a bill last week that would allow insurance companies to offer coverage add-ons that…

June 7, 2021

SRI Study: Owning An Annuity Increases Retirement Confidence

The latest SRI data suggests that retirees who own an annuity are more confident than non-owners that their savings and investments will not run out if they live to age 90 (69% versus 44%).

June 4, 2021

US Adds 559K Jobs As Firms Still Struggle To Add Positions

U.S. employers added a modest 559,000 jobs in May, an improvement from April’s sluggish gain but still evidence that many companies are struggling to find enough workers as the economy rapidly recovers from the pandemic recession.

June 3, 2021

Greater Interest In Employee Benefits The ‘Silver Lining’ Of COVID-19

The silver lining of the COVID-19 pandemic is that it sparked a greater interest in employee benefits and products such as life insurance.

June 3, 2021

Variable Annuities: Winning By Not Surrendering

The equities market crash in 2020 showed how Americans jumped when they should have stayed in their investments – which variable annuity investors did.

June 3, 2021

Digital Acceleration Will Drive The Customer Experience: LIMRA Panel

Expect even more digital acceleration while keeping empathy and a human touch throughout the life insurance purchase process.

Equitable Closes Legacy VA Reinsurance Transaction With Venerable

June 2, 2021

Equitable Holdings, Inc. announced Tuesday that it has successfully closed its transaction to reinsure legacy variable annuity policies sold between 2006 and 2008 with Venerable Holdings.

June 2, 2021

Life Sales’ Strong Spring May Be A Harbinger For A Record Year

LIMRA CEO David Levenson says record-breaking life applications and strong sales in April indicate that 2021 is poised to turn an outstanding first quarter into a year for the record books.

Four Career Growth Resources For NexGen Advisors

June 2, 2021

College cannot possibly teach you all there is to know about financial planning. The education must continue after the degree is in hand. Here are four resources to help develop a deeper knowledge-base of the financial planning profession.

June 1, 2021

The 2021 State of Annuities

The pandemic brought a double-barrel shot of pain to the annuity industry in 2020. In addition to the sudden economic wreckage, face-to-face sales were virtually eliminated overnight. As 2021 reaches the midpoint, insurers and producers have recovered lost ground and added gains.

Always End With The Beginning In Mind

June 1, 2021

As Baby Boomer advisors age, business continuity and succession planning are on everyone’s radar. The average age of financial advisors in the United States exceeds 50, and, according to Cerulli and Associates, less than 12% of advisors are under the age of 35.

June 1, 2021

How To Sell Annuities And Attract AUM Online

Al Caicedo transitioned his marketing to digital and saw his practice skyrocket.

June 1, 2021

The Insurance Matchmaker — With Jerald Tillman

Jerald Tillman’s mission to get more African Americans into the industry led to his founding a national organization.

June 1, 2021

Don’t Let Plan Leakage Sink The Retirement Ship

Withdrawing money from retirement accounts to address nonretirement financial challenges can undo years of saving in a moment.

June 1, 2021

Overcoming 3 Objections To Disability Insurance And LTCi

The long-term impacts of COVID-19 are putting a new focus on disability insurance and long-term care insurance. Here are some ways you can help young clients understand the risk of forgoing coverage.

June 1, 2021

How To Emerge From Pandemic Burnout

Restrictions are easing and the world is opening up, but it’s still crucial to maintain good physical and mental health practices.

June 1, 2021

Employer-Sponsored HSAs Help With Recruitment And Retention

Not offering an employer-sponsored health savings account program could be costing clients more than just missed FICA tax savings.

June 1, 2021

Eight Principles To Attract The Clients You Want

If more agents and advisors would lead from their hearts, their businesses could change dramatically.ste

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