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March 2, 2021

Social Media: A Financial Professional’s New Best Friend

In our evolving digital world, there is a growing demand from consumers to meet them where they want – and increasingly they want to meet in the social space.

SRI: Fourth Quarter U.S. Single-Premium Pension Buy-Out Sales Jump 21%

March 2, 2021

The U.S. single premium buy-out sales totaled $13.7 billion in the fourth quarter, up 21% from fourth quarter 2019, according to the Secure Retirement Institute U.S. Group Annuity Risk Transfer Sales Survey.

March 1, 2021

One Year Later: The Ones Who Prospered

The pandemic showed a new way of doing business. Read the stories of those who thrived while the world hit pause.

March 1, 2021

How To Stand Out And Grow

Kristin Andree reveals the keys to a bigger and better practice.

March 1, 2021

The Fateful Date

How a less-than-romantic evening helped Stephen Kagawa love his family’s insurance business.

March 1, 2021

2020’s Health And Financial Challenges Likely To Linger

The financial and health impacts of COVID-19 are expected to last for some time. Here is how benefits brokers can work with employers to help ease the effects on workers.

March 1, 2021

COVID-19 Forced Advisors To Adapt In The Midst Of Disruption

As advisors changed the way they do business, they have gained a better idea of what has and hasn’t worked, setting themselves up for a successful 2021.

March 1, 2021

Annuities And Unmarried Couples: The Right Planning Can Avoid Headaches

Unmarried couples may face tax hurdles with inherited annuities.

March 1, 2021

How To Solve The Remote Hiring Challenge

Pandemic-related hiring obstacles are not new. Here’s how COVID-19 may give companies reason to improve their hiring.

March 1, 2021

Differences, Not Deficits: Working With Neurodiverse Clients

Adults with autism spectrum disorders and other neurodiverse conditions can qualify for life insurance, but you have to communicate with them in the way that makes them feel comfortable and understood.

March 1, 2021

When Closing Down Means Opening Up

Imagine going back to early March of last year and talking to the 2020 you about the year you were about to have.

March 1, 2021

Insurance Coalition Targets Life Coverage Gap

A seven-association group says the industry should take advantage of heightened mortality awareness.

March 1, 2021

Help Clients Bridge The Retirement Knowledge Gap

A study shows only about one-third of consumers have a formal written retirement plan in place.

March 1, 2021

Americans Are Split On Return To Normal Life

A survey by a health care website shows Americans are uncertain about when we will return to post-COVID-19 life and that many are apprehensive about it

March 1, 2021

Three Pillars Of Trust Support This Advisor’s Success

How an advisor keeps her focus on providing a personal touch to clients while keeping herself grounded.

March 1, 2021

Grow Your Practice With Online Reviews

Third-party reviews can validate your credibility, showcase your values and reinforce your reputation.

March 1, 2021

For 2021, Retirement Security Takes Center Stage In Congress

With Democratic control, what direction will the federal government take in retirement security?

AIG Finds Strong Awareness, Minimal Understanding Of Public Service Loan Forgiveness

February 25, 2021

AIG Retirement Services, a leading retirement plan provider for tax-exempt and public sector employers, today announced the results of a…

Inclusion Means ‘Making People Want To Stay’

February 25, 2021

COVID-19 forced insurance companies to take a new approach in how they deal with diversity and inclusion in their workforce, a panel said during a NAILBA discussion.

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