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May 5, 2021

House Committee OKs SECURE 2.0, Boosting Retirement Plan Options

The House Ways and Means Committee unanimously passed a bill today that would make changes to how U.S. workers save for retirement, making it easier for annuities to find their way into plans.

May 5, 2021

Annuity Sales Bounce Back Strong, Wink Reports

Total fourth quarter sales for all deferred annuities were $56.3 billion, an increase of nearly 4% when compared to the previous quarter and an increase of nearly 6% when compared to the same period last year.

Taking Charge Of Your Career With A Personal Career Construct

May 5, 2021

As a planner, have you taken a moment to ponder the question, “Who do you serve?” If not, please do. A few probing questions that helped guide me were: What lights my fire? Working with which type of clients would excite me? Is there a type of client that does not bring me joy?

May 4, 2021

Ban Credit Scores In Insurance Nationwide, Washington State Says

Washington’s insurance commissioner calls on all states to ban credit scores, while industry groups say the ban will punish rather than help consumers.

Insurers Win A Pair Of Business Interruption Lawsuits

May 3, 2021

Insurers won a pair of big business interruption lawsuits last week, continuing a mostly successful defense against paying pandemic business claims.

Florida Bill Would Jack Up Auto Insurance Rates, Insurance Group Says

May 3, 2021

The Florida Legislature passed a bill that will cause insurance rates to rise for Florida motorists, particularly those who buy the minimum required insurance, according to the Personal Insurance Federation of Florida (PIFF).

May 1, 2021

Estate-Planning Disasters: Celebrities Who Left A Crazy Mess Behind

The latest examples of high-profile people who lived on the edge and died without a will. Celebrities need to understand estate planning means love.

May 1, 2021

The 2 Billion Dollar Man: How Tom Archer Sells To Top-Tier Clients

Tom Archer reveals how he set a high bar for clients and now closes the biggest deals in the business. An interview with Publisher Paul Feldman.

May 1, 2021

Ebony Ruffin Shows How Life Insurance Is Part Of A Luxury Lifestyle

Ebony Ruffin wants to show her clients that life insurance can be about more than its death benefit.

May 1, 2021

Annuities Help Clients Spend More Money In Retirement

Annuities can provide meaningful accumulation and lifetime income, but research shows consumers often overlook them because they don’t understand the products or how to position them to address income gaps.

May 1, 2021

The ‘Monkey Brain’: Determine If A Prospect Will Accept You

Why a prospect must be confident you are a member of their “tribe” before they will commit to becoming a client.

May 1, 2021

Why Black Women Make Good Advisors And Good Clients

Statistics on wealth disparities between Black families and white give the misleading impression that Black families do not need professional financial services.

May 1, 2021

One Advisor’s Experience With Accelerated Underwriting

A look back at the pandemic year and how it paved the way for faster life insurance underwriting.

May 1, 2021

Getting Their Attention: Young Professionals And Retirement Planning

Young professionals have competing financial priorities. How to get them to start saving for retirement sooner rather than later.

May 1, 2021

States Open Door To Public Option

More states are studying whether a public option health insurance plan is feasible for them.

May 1, 2021

Help Prospects Overcome Inertia And Make The Buying Decision

A knowledge of behavioral economics will give you insights on how prospects make the buying decision.

May 1, 2021

A Good Walk Spoiled: 6 Tips On Golf Course Etiquette

Playing golf can open the door to making friends and sealing business deals. The key is showing respect for the sport and your fellow players.

May 1, 2021

States Embrace Best Interest Annuity Standard

After more than a decade of public debate, federal and state policymakers have seemingly coalesced around a consistent, workable, best-interest standard of conduct for financial professionals.

May 1, 2021

The Walk Home

I had a feeling I would not get an Uber. I knew I would have to walk to the office. But I did not mind, even on this chilly, drizzly evening.

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