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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.

May 1, 2021

Finding Prospects In Places You Least Expect To Find Them

Potential clients are everywhere around you if you know what questions to ask.

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.

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