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Finseca Foundation Announces New Business Coaching Designation

April 14, 2021

Washington, D.C. – April 14, 2021 – Today, the Finseca Foundation announced the launch of a new industry designation, the…

April 14, 2021

Financier And Con Man Bernie Madoff Dead At 82

Madoff died at the Federal Medical Center in Butner, North Carolina, apparently from natural causes, the person said. The person was not authorized to speak publicly and spoke to the AP on the condition of anonymity.

April 14, 2021

Can Life Insurance Be Fun?

John Hancock includes with each life insurance policy access to the Vitality program, a technology-based wellness program that rewards healthy habits. It’s a side of life insurance not often expressed — a light, even fun, and rewarding side.

April 13, 2021

Time To Get High On Marijuana Investing?

With New York legalizing recreational marijuana, is it time for investors to jump in? There are still federal-level barriers that limit cannabis companies’ growth potential.

April 13, 2021

ACLI Focused On ‘The Big Picture’ When It Comes To Regulation

The direction is toward best-interest rules for annuity sales — a compromise between the tough fiduciary standard that registered investment advisors adhere to, and the suitability standard that regulators say is no longer sufficient.

Caught In The Middle: More Are Taking A Cautious Approach To Investing

April 13, 2021

MINNEAPOLIS – April 13, 2021 – Although the economy is showing signs of rebounding from challenges brought on by the…

Lion Street To Provide Life Insurance Services To Pensionmark Advisors’ Clients

April 13, 2021

AUSTIN, TX – April 13, 2021 – Pensionmark Financial Group and Lion Street, Inc have entered a partnership focused on…

April 13, 2021

The Myths That Keep People From Buying Life Insurance

Even with increased interest, there are 102 million uninsured and underinsured Americans who believe they need to buy life insurance or to increase their coverage. This represents 40% the adult population. The question is why don’t they buy?

Finseca Launches Tax Insights Action Center

April 12, 2021

WASHINGTON, D.C.—The prospect of significant changes to tax policies across the board in 2021 is a stark reality. In preparation,…

April 12, 2021

The Rise Of The Variables, Part I

Timothy Pfeifer of Pfeifer Advisory, which advises carriers on product design, said interest rates, regulations, tax policy and other factors are forcing companies to rethink their whole product lineup.

April 12, 2021

Florida Lawmakers Seek Fix For ‘Massive Losses’ Suffered By Insurers

The state Senate passed Senate Bill 76, Property Insurance, by Sen. Jim Boyd, R-Bradenton. The legislation addresses several issues surrounding the rising cost of property insurance in Florida, Boyd said.

April 9, 2021

Advisors Dealing With A Flood Of Tax Anxiety

Talk of pending tax increases has some advisors busy with clients who are anxious to plan now.

April 9, 2021

Racial Equity Is Different From Diversity, NAIFA Members Told

Diversity is more than simply bringing more people of color into an organization, Derrik Anderson, executive director of Race Matters, said during this week’s NAIFA Diversity, Equity and Inclusion Impact Week.

April 8, 2021

Too Late For The Bitcoin Gold Rush?

Much like those who ran to California after gold was discovered, people rushing to buy Bitcoin are unlikely to discover the breathtaking fortunes found by the pioneers who came before them.

April 8, 2021

Florida Court Considers Law Forcing Life Insurers To Try To Find Beneficiaries

The Florida Supreme Court will hear a constitutional challenge to a 2016 state law that put new requirements on life-insurance companies to determine whether policyholders have died and to contact beneficiaries.

April 8, 2021

Life Insurance Industry Eyes ‘Moon Shot’ In Underserved Communities

The life insurance industry has an opportunity to invest in underserved communities while helping remove some of the barriers to those who seek employment in the industry, executives from the American Council of Life Insurers said.

April 7, 2021

Industry Still Lags In Developing, Advancing Women, WIFS President Says

The bottom line in making your company a place where women can succeed and thrive is to ask yourself whether it is a place you would want your mother, your wife or your daughter to work.

Choices Lead To Freedom When Planning For Long-Term Care

April 7, 2021

Planning for long-term care provides people with choices. And those choices lead to freedom. That philosophy especially rings true in Black and brown households, where family members are more likely to provide care for an aging parent or grandparent. It’s something that Chris Gandy called “the brown tax.”

April 7, 2021

Hollywood Actor Ran $690 Ponzi Scheme On The Side, SEC Says

The SEC alleges that actor Zachary Horwitz misappropriated investor funds for his personal use, including the purchase of his multi-million dollar home, trips to Las Vegas, and to pay a celebrity interior designer. Horwitz’s credits as an actor include low-budget features such as “Trespassers.”

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