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When DI Prospects Say, ‘I Have It Through Work’

October 28, 2020

Many protection specialists will agree that the most valuable asset for working-age clients is their income. Without an income stream,…

Nearly 3 In 4 Investors Steering Clear Of Risks Since COVID-19

October 28, 2020

Des Moines, Iowa – October 27, 2020 –  A new study from F&G, a leading provider of fixed indexed annuities…

Midland National Teams Up With RetireOne On Advisory Annuity

October 28, 2020

SAN FRANCISCO and WEST DES MOINES, Iowa, Oct. 28, 2020 /PRNewswire/ — Midland National Life Insurance Company (Midland National) and RetireOne …

3Q Annuity Sales Down 8% Year-Over-Year, LIMRA Reports

October 28, 2020

Total annuity sales were $54.8 billion in the third quarter, up 13% from the second quarter, but down 8% from 3Q 2019, according to preliminary results from the Secure Retirement Institute U.S. Individual Annuity Sales Survey.

October 28, 2020

3 Strategies That Dry Your Stretch IRA Tears

So, the SECURE Act took away the stretch IRA. But here’s Tom Duncan of Nationwide with three opportunities for advisors that he revealed at the National Association for Fixed Annuities’ annual Annuity Distribution Summit this week.

Female Financial Planners Are Leading Generational Change

October 28, 2020

Over the course of my career, I have had many opportunities to work and be mentored by amazing women. However, no matter where I worked, what financial planning conferences or networking event I attended, it was clear women are the minority.

Some Positives Came Out Of The Pandemic, Panelists Say

October 27, 2020

Advisors embraced innovation and technology as COVID-19 forced them to engage with clients in new ways. But will they go back to the old ways of doing business? A group of panelists at the Annuity Distribution Summit shared their thoughts.

Mutual Of Omaha Introduces Mutual Income Solutions

October 27, 2020

OMAHA, Neb. – Mutual of Omaha has introduced a new disability income insurance product featuring a fully digital experience and…

P/C Insurers’ Net Income Drops 26% In 1st Half Of 2020

October 27, 2020

JERSEY CITY, N.J., October 27, 2020 — Net income for the private U.S. property/casualty insurance industry dropped 26% in the…

SECURE II Introduced In House Committee

October 27, 2020

Industry representatives are still reviewing the contents of Securing a Strong Retirement Act of 2020, but applauded the bill’s bipartisanship as well as the urgency of the U.S. retirement crisis.

October 26, 2020

AIG To Split Off Life & Retirement Business

The company’s executive management team, with assistance from independent financial and legal advisors and oversight from the AIG board, “conducted a comprehensive review of the company’s current composite structure, including strategic, operational, capital and tax implications,” the company said in a news release.

2016 Redux: Could Trump Defy The Polls Yet Again?

October 26, 2020

Various polls show former Vice President Joe Biden comfortably in the lead in the 2020 presidential race, although in some battleground states the race appears to be quickly tightening. Influential states like Ohio and Pennsylvania may even be a coin toss at this point.

Longer Retirements, Rising Costs Put Pressure On Financial Decision-Making

October 26, 2020

MINNEAPOLIS – Oct. 26, 2020 – With increased longevity resulting in retirements that can last 25-30 years or longer, Americans…

Interviewing Your Interviewer: Tips To Find The Right Firm For You

October 26, 2020

How can you find the right firm for that first job and entry to the advisory world? It can start with reading and understanding a firm’s ADV, delineating between what is on the firm’s website and what they reported to the SEC, and coming up with the most pertinent questions.

The Anti-Annuity Dominos Have Fallen

October 23, 2020

If you ever have presented an annuity solution to a client or prospect, you have probably heard the reasons why they didn’t think an annuity was the best solution. Here are some reasons why an annuity is the best solution.

3Q Earnings Could Reveal Insurers’ Plans On Layoffs, Low Rates

October 22, 2020

Analysts are eager to see the bottom lines as many insurers are starting to show cracks in the economic foundation — in the form of significant employee layoffs. Globe Life was one of the first life insurance companies to report third-quarter data today.

October 22, 2020

NCOIL To Develop Business Liability Protection Model Law

The National Council of Insurance Legislators will discuss a Business Liability Protection Model Act during its upcoming annual meeting Dec. 9-12. Dozens of lawsuits have been filed in states across the country by businesses forced to close due to the pandemic.

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LL Global’s FraudShare Stops 55 Account Takeover Attempts In First Year

October 22, 2020

FraudShare will soon cover companies representing 75% of the in-force U.S. life insurance market, 70% of deferred annuity assets and 30% of the U.S. defined contribution plans market.

3 Classroom Innovations That Can Be Adapted To The Financial Profession

October 22, 2020

As we race toward the end of 2020, one thing remains pretty clear: Things aren’t going back to normal. In…

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