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More Americans Confident Of A Secure Retirement, EBRI Says

April 22, 2021

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.

April 22, 2021

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.

April 21, 2021

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.

April 21, 2021

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 Plans: How To Make The Most Of Career Opportunities

April 21, 2021

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.

April 20, 2021

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.

April 20, 2021

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.

April 19, 2021

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.

April 19, 2021

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.

April 19, 2021

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.

April 16, 2021

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.

April 16, 2021

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.

April 15, 2021

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.

April 15, 2021

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.

April 15, 2021

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.

April 15, 2021

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.

Uninsured Would Drop By 4.2M If Rescue Plan Subsidies Were Permanent, Study Says

April 14, 2021

The number of uninsured in the United States would fall by 4.2 million if policymakers made a temporary provision in…

CFP Board Expands Remote Proctoring Option To All Candidates

April 14, 2021

Washington, D.C., April 14, 2021 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that its next CFP®…

April 14, 2021

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.

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