Despite the pandemic, a higher percentage of workers and retirees said they are confident of a secure retirement, according to the 31st annual Retirement Confidence Survey.
RIA Collectors Push M&As Into Record Territory
Recent merger and acquisition momentum is likely to continue, putting this year on pace to be the ninth consecutive record-breaking M&A year, according to a report from Echelon Partners.
11 Ways To Improve The Customer’s Digital Insurance Buying Experience
By guiding your customers through their digital journey, you can build your customers’ confidence in their purchasing decision.
How Government Can Improve Our Health Care System: One Agent’s View
Can government have a role in health care and still preserve the advisor? One insurance professional shares his ideas.
Summer is often a missed opportunity for many students. While many peers will use the summer break as an opportunity to take a road trip or visit family, the summer is an important period for serious students to get ahead on their studies and qualifications for financial planning work.
Pandemic Has Been Healthy For The Upper Incomes
The wealthy are leaping far ahead of lower-income groups’ long-term goals. The survey found that the majority of affluent Americans are prioritizing many traditional milestones in life, such as buying a house.
Complex And Convoluted: Obtaining Coverage For The Cannabis Industry
The cannabis industry is growing rapidly, but getting the necessary insurance coverage for this business can be tricky, thanks to a slew of complicated regulations.
Millennials Already Planning For Retirement: Nationwide Study
Millennials are clearly bucking the “slacker” perception, with 81% saying that they have a plan to protect themselves against outliving their savings, while 71% have a strategy to protect their assets against market risk.
Why Customer-Centric Claims Are The Future
A customer-centric claims process is exactly as it sounds: a claims experience that puts the customer at the center of the process.
JP Morgan To Finance Controversial Breakaway Soccer League
The 12 European clubs planning to start a breakaway Super League have told the leaders of FIFA and UEFA that they have begun legal action aimed at fending off threats to block the competition.
COVID Slams Long-Term Care, But Not LTCI
The COVID-19 pandemic slammed long-term care in 2020 but not so much long-term care insurance, at least early in the pandemic.
Industry CEOs Show Optimism In The Post-COVID World
As COVID-19 travel restrictions ease, the future of association events will be a combination of in-person and virtual, said Kenneth E. Bentsen Jr., president and CEO of the Securities Industry and Financial Markets Association.
The Rise Of The Variables, Part II
The recent runaway success of registered index-linked annuities, also known as buffered or structured annuities, has inspired insurance companies to consider extending the model to other products.
COVID-19 Mortality Fueled Life Insurance Death Benefits Surge, S&P Says
The U.S. life insurance industry recorded its largest year-over-year increase in direct and net death benefits in at least 24 years as excess mortality due to COVID-19 triggered an unusual volume of claims during 2020, S&P Global Market Intelligence reported.
Record-Breaking Q1 For US Life Insurance Activity
The MIB Life Index reported first-quarter life insurance application activity showed its highest year-over-year, year-to-date and quarter-over-quarter growth since before 2018.
What Record Mortality Rates Mean For The Life Insurance Industry
Among group life claimants, mortality rates were up 14% between January and April 2020, said Steve Rulis, vice president and group actuary with Munich Re, with mortality rates spiking during the months of April, November and December.
The number of uninsured in the United States would fall by 4.2 million if policymakers made a temporary provision in…
Washington, D.C., April 14, 2021 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that its next CFP®…
DOL: New Investment Advice Rule Does Not Include Right To Sue
The Department of Labor’s newest guidance on its investment advice rule’s exemption emphasizes that the rule does not extend a private right to sue and other conditions that rankled the industry with the Obama administration’s fiduciary rule.