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May 1, 2021

How Social Determinants Can Impact Health Benefits

The pandemic has brought to light the socioeconomic factors that have an effect on employee health. Here’s what benefits brokers need to know.

April 30, 2021

Americans More Secure, But Retirement Not So Much

Polls found that Americans are more confident about covering their daily expenses and their ability to handle an emergency, but they also mortgaged some of their future to pay for that security today.

Planning Isn’t Comprehensive Without Mitigating Risk, NAIFA Members Told

April 29, 2021

How can wealth managers broach the life insurance conversation with their clients? A panel of NAIFA members gave some insights.

Small And Business Optimism At Highest Levels Since 2019

April 29, 2021

DES MOINES, Iowa–(BUSINESS WIRE)–Principal Financial Group reported today that optimism among small and medium-sized businesses is the highest it’s been…

April 29, 2021

Breaking: NY Court Overturns Regulation 187

This decision could be appealed to the New York Court of Appeals, which is the state’s highest court. Additionally, the state may request a stay on the Appellate Division’s decision pending an appeal to the state Appeals Court.

April 29, 2021

Retirement Issues Likely To Get Bipartisan Support, IRI Members Told

Will partisan gridlock always be on the Congressional menu? Or are there some issues on which Democrats and Republicans can work together?

The Pandemic’s Silver Lining? An Experienced Job Candidate Pool

April 29, 2021

Amid a challenging labor market and unsettling unemployment figures, the insurance industry may provide opportunity for job placement and career growth during this challenging time.

April 28, 2021

Principal Financial Counters 1Q Losses With Strong Investment Gains

Principal reported higher revenues across most of its business lines, lower expenses and higher assets under management (AUM).

April 28, 2021

Biden Tax Plan May Leave Estate Tax Alone, But Kill ‘Step Up’ Provision

Many wealthy families would be spared in leaving the estate tax exemption as is, but get slammed by the elimination of the step up in basis.

April 28, 2021

How Does President Biden’s First 100 Days Compare To Trump?

President Biden’s 100th day in office is tomorrow, on April 29. Hard to believe it has been 100 days already, but overall the economy continues to improve and stocks have done very well under our new President.

IMA Financial Group Acquires Bolton & Company

April 28, 2021

(DENVER – APRIL 28, 2021) IMA Financial Group, a North American insurance brokerage firm specializing in risk management, insurance, wholesale…

The Hartford Study: Employees Fear Taking Leave Time

April 28, 2021

Thirty-one percent of U.S. workers say they are fearful of workplace repercussions, such as getting fired, laid off, skipped over for a promotion/raise or reduced hours, if they take leave, and 29% believe there is a negative perception associated with taking leave.

NCOIL Adopts Distracted Driving Model Law For States To Adopt

April 28, 2021

The model “provides a structure to strengthen distracted driving laws across the country by establishing a comprehensive hands-free law to curb driver distraction,” NCOIL said in a news release.

April 28, 2021

Insurers Struggle To Convert Online Visits Into Bound Policies

Despite consumers’ widespread adoption of digital channels to engage with insurers, most insurance sales still finalize offline or in-person.

April 27, 2021

Tech Won’t Go Away When Restrictions Do, NAIFA Members Told

As restrictions ease and face-to-face meetings begin to make a comeback, technology still can remain a vital part of the advisor’s practice.

April 27, 2021

New York Life Launches $1B Initiative To Address Racial Wealth Gap

The impact investment initiative aims o address the racial wealth gap by investing in underserved and undercapitalized communities over the next three years with a focus on supporting small businesses, affordable housing and community development.

April 26, 2021
Black Americans are often on the short end of tax policy.

The US Tax Code Can Make Things Harder For Black Americans

But it is White Americans who disproportionately benefit from the tax breaks for those things, Emory University tax law professor Dorothy Brown told lawmakers on the Senate Finance Committee last week. That’s why she believes the US tax code helps to perpetuate the racial wealth gap.

More Than 8 In 10 Americans Say Pandemic Hurt Their Retirement Plans

April 26, 2021

One-third of Americans estimate it will take two to three years to get their retirement plans back on track, due to such factors as job loss or retirement withdrawals, according to Fidelity Investments’ 2021 State of Retirement Planning Study.

April 23, 2021

Sen. Young: Bipartisan Approach Needed For Retirement Security

Congress can take steps to strengthen Americans’ retirement security, but any successful effort will require a bipartisan approach, said the ranking member of the Senate Subcommittee on Social Security, Pensions and Family Policy.

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