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February 1, 2021

Time-Saving Techniques For A More Productive Practice

If you take an organized approach to running your business, you will start making the time to do what needs to be done.

February 1, 2021

How Split-Dollar Life Insurance Rescues Nonprofits

Addressing the excise tax on compensation paid to nonprofits’ key employees.

February 1, 2021

The Medicaid SPIA: Helping Clients Alleviate LTC Costs

The costs of care in a nursing home can be financially devastating to a client in a matter of months. Here is one tool that can be an option to cover those costs.

February 1, 2021

COVID-19 May Prompt More People to Buy Life Insurance

Research shows a high percentage of Americans are likely to buy life insurance in the next 12 months.

February 1, 2021

Retirement Could Be At Risk For People Of Color

Research shows an opportunity for advisors to help people of color catch up with their retirement preparedness.

Principal Financial Group Saw Record Life Insurance Apps In 2020

January 29, 2021

The COVID-19 pandemic is motivating large numbers of people to seek life insurance coverage for their families. Faster underwriting and direct-to-consumer channels also helped Principal boost its life insurance count, CEO Dan Houston said.

Get Workers Back On Track When Retirement Saving Derails

January 29, 2021

Retirement planning is a long-term strategy. Here are some ways advisors can support their clients’ retirement readiness during times of market uncertainty.

NAIFA Leader Jack E. Bobo Dies

January 28, 2021

The National Association of Insurance and Financial Advisors announced that Jack E. Bobo, CLU, FLMI, passed away on January 15,…

Jackson National IPO Scuttled; To Go Through Demerger

January 28, 2021

Prudential plc, the parent company of Jackson Financial, today announced that the Prudential board has decided to pursue the separation of Jackson in the second quarter of 2021 through a demerger, whereby shares in Jackson would be distributed to Prudential shareholders.

MassMutual Reaches $3.5B Deal To Acquire Great American Life

January 28, 2021

Massachusetts Mutual Life Insurance Co. announced today it has reached agreement to acquire  Great American Life Insurance Co. and other subsidiaries and affiliated entities, which primarily offer traditional fixed and fixed indexed annuity products.

6 Ways Pandemic Selling Makes Relationship Building Easier

January 28, 2021

The pandemic has brought numerous struggles and challenges for advisors. But it has opened new opportunities to make connections and to communicate with prospects.

‘Tremendous Opportunity’ In Cross-Selling Life And Annuities

January 27, 2021

Last year was a tumultuous year when it came to market volatility and a global pandemic that brought the world’s economy to its knees. But client needs haven’t changed, and people continue to plan for retirement. The result is continued opportunities to present life insurance and annuities to clients, a NAILBA panel said.

CNBC Star Sees Fed’s Easy Money Leading To Corporate ‘Laziness’

January 27, 2021

Appearing on the inaugural 2021 Allianz Global webcast Tuesday, Guy Adami of CNBC’s “Fast Money” did not hold back his concerns about corporate recklessness. Fueling that recklessness is a Federal Reserve that has been “extraordinarily accommodative” over the past 12 years or so, Adami said.

AHIP Chief Calls For Health Equity In Communities Of Color

January 27, 2021

Matt Eyles, president and CEO of America’s Health Insurance Plans, said that his organization wants to assist the administration in its goals of COVID-19 relief and economic recovery, while calling for health equity in America’s communities.

Driving Growth In Life Insurance: Technology Alone Won’t Solve Your Business Problems

January 27, 2021

Since today’s customer expects fast and relevant services from any provider, it is time for insurers to ask themselves what they know about their customers, and what they can predict from their customers’ behavior.

Allstate Sells Life Insurance Unit To Blackstone In $2.8B Deal

January 27, 2021

The Allstate Corporation has agreed to sell Allstate Life Insurance Company (ALIC) to entities managed by Blackstone for $2.8 billion.

Insurer Gets Partial Victory In Colorado COI Lawsuit Verdict

January 26, 2021

The lawsuit focuses on universal life insurance policies issued by Security Life under names such as Strategic Accumulator Universal Life. The policies include a separate COI charge deducted monthly and meant to compensate Security Life for its mortality risk, the lawsuit noted.

Biden To Reopen ACA Marketplaces

January 26, 2021

President Joe Biden is expected to take executive action as early as Thursday to reopen the Affordable Care Act marketplaces as well as to lower the barriers to enroll in Medicaid.

COVID-19 Shows Employers Need Help Managing Worker Absences, Guardian Life Says

January 26, 2021

NEW YORK, N.Y., January 26, 2021 – Managing workplace leave of absence has historically been a challenge for employers, and…

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