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December 3, 2020

73% Of Workers Say Finances Top Stressor, EBRI Study Finds

The Employee Benefit Research Institute and Greenwald Research released results of their 2020 Workplace Wellness Survey, which showed workers are financially stressed since the onset of the pandemic and want their employers to support them in their financial well-being.

3Q U.S. Single-Premium Pension Buy-Out Sales Double 2Q Results

December 2, 2020

The U.S. single premium buy-out sales totaled $4.6 billion in the third quarter, down 41% from third quarter 2019 but double the $2.3 billion sold in the second quarter, according to the Secure Retirement Institute.

Big Gains In November Steal From Santa

December 2, 2020

A way better than expected earnings season, a likely split Congress, and major breakthroughs on the vaccine front all helped stocks soar last month. Add ongoing support from the Federal Reserve as the cherry on top and we are looking at a truly historic month on many levels. But what now?

Alabama, Rhode Island, Push Best-Interest Annuity Sales Rules

December 2, 2020

Alabama and Rhode Island are proposing updates to its “suitability in annuity transactions” regulation that most states adopted since the NAIC produced it in 2010. The states are the latest to propose “best-interest” standards for annuity sales.

December 1, 2020

Whole Life Sales Lone Bright Spot In Third-Quarter Sales: Wink

Third-quarter sales of whole life registered $1.05 billion, up 12.9% when compared with the previous quarter, according to Wink’s Sales & Market Report. But sales were down more than 10.2% as compared to the same period last year.

December 1, 2020
Senate Majority Leader Mitch McConnell

McConnell: Senate Will Vote To Add Christopher Waller To Fed Board

Senate Majority Leader Mitch McConnell signaled Monday that he plans to hold a Senate vote this week on the long-delayed nomination of Christopher Waller to the Federal Reserve Board. Waller was first named by Trump on Twitter in July 2019, but the nomination wasn’t formally announced until January.

December 1, 2020

After The Fever

The life and health industries got past the emergency phase, but conditions are still critical.

December 1, 2020

The Hero Of Zero

In this interview with Publisher Paul Feldman, David McKnight reveals how advisors can use the tax message as their rallying cry and their killer sales proposition. He also shares tips on how advisors can improve their remote selling game.  

December 1, 2020

A Perfect Match

A firm that needed a special type of financial planner found just the right person when they hired this military spouse turned advisor.

December 1, 2020

Time For Heroes

The class had already gathered when the teacher, Ransom Stoddard, entered the room jammed with Latino kids, immigrants, and white and Black farmhands.

December 1, 2020

Take Steps To Bridge The Women’s Longevity Gap

How advisors can add value by planning for the specific financial challenges women face in retirement.

December 1, 2020

FIAs: The Right Strategies At The Right Time

Why now is a good time to employ these insurance vehicles for asset accumulation goals.

December 1, 2020

Why Agents Should Be Careful With Financial Aid Planning

A family can benefit from cash value life insurance in many ways, but how does it affect college financial aid?

December 1, 2020

‘Four Under 40’ Recipients Describe Their Steps To Success

These rising stars discuss how they navigated their first few years in the business.

December 1, 2020

Coverage Concerns And The COVID-19 Effect

The life insurance coverage gap already was a concern before the pandemic became a reality.

December 1, 2020

3 Ways To Break Up The Day

Take a few minutes to move away from the computer screen and refresh.

December 1, 2020

The 3-Part Day, Or How To Avoid Being A Workaholic

The way to make time for the things you want to do is to plan the time you spend doing work.

December 1, 2020

Disability Insurance Underwriting Fatigue — It’s A Real Thing

There are plenty of ways a ID application can get bogged down. Here are some suggestions to maneuver your way through the underwriting process.

December 1, 2020

Three Steps For Review Appointment Success

How you can move the needle within your business and lead efficient meetings.

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