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April 1, 2021

Star Wars And IUL: Sometimes You Both Frustrate Me

Something like Star Wars that was so great can also be so frustrating. At times, indexed universal life insurance, and especially how it is positioned and sold, makes me feel the same way.

April 1, 2021

Make Sure Your Client’s Wishes Are Carried Out

Help your client set up beneficiary designations on their annuity contract correctly to ensure their intended distribution after their death.

April 1, 2021

Public Option Gets A New Look

Several bills establishing government-run health programs already have been introduced in Congress. Would they give consumers more options or would they destabilize the market?

April 1, 2021

Readying For Retirement In A Recession

Those approaching retirement are facing a heavy fog of uncertainty over a volatile stock market and no sign of when normalcy will return.

April 1, 2021

It’s Easy Being Green: Eco-Friendly House Cleaning

Here’s the dirt on cleaning in an environmentally gentle way.

April 1, 2021

Six Ways To Give A Great Referral

Agents are always looking for ways to bring new prospects into their orbits, but giving a referral to someone else can be a great way to position yourself as a valuable resource.

April 1, 2021

Be Known For Something Instead Of Unknown For Everything

Choosing and establishing your niche market doesn’t limit you; it helps you achieve more success.

April 1, 2021

Should You Align Your Investments With Your Values?

Industry professionals predict sustainable investment choices for investors will continue to expand.

April 1, 2021

Now Is The Time To Embrace Diversity, Equity And Inclusion

An organization’s commitment to DEI is increasingly influential in attracting and retaining talent.

April 1, 2021

Investment Advice Rules On Standby, Targets End Of 2021

Advisors and agents should focus on compliance with the Department of Labor’s investment advice rule by the end of 2021.

April 1, 2021

How To Regift

I met someone who knew Ben Feldman. It wasn’t the first time, but each time it happens I have to know everything about Feldman. Was he really the salesman of all salesmen?

April 1, 2021

Attracting Women To The Industry: It’s A Growth Strategy

What are the barriers keeping women from entering and staying in the financial services industry? One industry leader shares her experiences in identifying roadblocks and knocking them down.

March 31, 2021

Insurance M&A Likely A Hot Market Through 2021: Deloitte

Deloitte recently released its 2021 insurance M&A outlook, which “examines trends over the past several years and identifies key expectations and challenges for 2021 that may help insurance executives pinpoint M&A drivers and plan their strategy accordingly.”

American College, SFE&PD Partner On Financial Literacy For Underserved Communities

March 31, 2021

KING OF PRUSSIA, PA – March 31, 2021 – George Nichols III, President and CEO at The American College of…

March 31, 2021

Half Of Young Workers Say Pandemic Improved Work-Life Balance

MetLife’s 19th annual U.S. Employee Benefit Trends Study finds more than half of workers in their 20s (51 percent), including Gen Z and young millennials, say their work-life balance is better now than before the pandemic, while only one-quarter of baby boomers say the same.

March 30, 2021

COVID-19 And Business Interruption Insurance: Ambiguity Remains

But as we hit the one-year anniversary of pandemic-related lockdowns, the lack of clarity in applying business interruption insurance persists as insurance carriers and courts apply policy considerations in strikingly differing manners. This is resulting in wildly varying outcomes for insureds.

March 30, 2021

Best Place To Keep A Will? Not A Safe Deposit Box

The original will might be “safe” in a safe deposit box, but it would be inaccessible without a probate judge’s order — and what does a judge need to make that order?

Athene Launches AccuMax FIA

March 30, 2021

WEST DES MOINES, Iowa — Athene USA announced the launch of Athene AccuMax, a fixed indexed annuity that provides enhanced…

March 26, 2021

Don’t Call Them Slackers: Why Generation X Is Really Generation $

The financial industry is fixated on boomers and their kids, the millennials, but the generation in between has the numbers and the dollars to warrant rapt attention, says Chip Roame of Tiburon Strategic Advisors.

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