How to enrich your own life with positive expectation.
Clients want to feel comfortable talking with their advisors on topics that aren’t necessarily about dollars and cents.
Kenneth Royster wants to get the next generation of Black and Hispanic advisors into the business.
The pandemic has accelerated the rate at which wholesalers have adopted technology to communicate with advisors.
Behavior statistics show consumers buying annuities at a younger age and turning on income riders earlier.
Successful companies are the ones that focus not on what clients need, but on what clients need next.
This year’s open enrollment season for workplace benefits is seeing more than one-third of workers saying they want more guidance and support in choosing benefits than they did before the pandemic hit. That was one of the findings from the inaugural Workplace Wellness Study conducted by the Employee Benefit Research Institute and Greenwald Research.
A number of trends in the insurance industry are moving us forward into a better future — for insurance companies, financial professionals and consumers alike.
The record-high unemployment rates resulting from the COVID-19 pandemic have resulted in millions of Americans losing employer-based health insurance. The pandemic may lead to a political landscape that moves away from the employer-based health insurance model and toward a Medicare buy-in, or a form of public option, one expert says.
A virtual presence went from being optional 10 years ago to a necessity in essentially every industry and profession. But having a social media account or a website is only the standard in our digital age, so planners are becoming innovative with their approach in the new wave of online engagement.
In South Korea, China, France and India the top reason for owning life insurance is to supplement their retirement income, whereas in Hong Kong, Japan, Malaysia, Singapore, Taiwan and Thailand, consumers are far more concerned about replacing the income of a wage earner.
The recent correction in the S&P 500 Index’s technology sector presents a unique challenge to markets following a historic stretch of outperformance as technology’s share of the market has ballooned in size.
Public relations can increase your credibility while providing a technology-free way to reach your audience.
LL Global, the parent company for LIMRA, LOMA and Secure Retirement Institute, today named Mark Poklar to lead its insurance research unit. He will report to Alison Salka, senior vice president and head of LIMRA Research.
Establishing an irrevocable life insurance trust can remove the assets from a taxable estate. The owner makes annual distributions from the IRA, which pays the taxes on the withdrawals, and funds the life insurance inside the ILIT. Repositioning assets into a favorable tax saving vehicle means clients can leave more to their beneficiaries.
Financial advisor Chris Lund is getting more referrals than ever, despite abandoning his public office months ago amid the coronavirus…
Biden’s campaign website states that people covered under an employer-sponsored health plan would be able to choose the public option “if they could get a better deal.” But, for an employee, how would the public option compare with the typical workplace plan?
At the National Council of Insurance Legislators “Summer” Meeting in Alexandria, Va., the organization adopted the NCOIL Private Primary Residential Flood Insurance Model Act.
CHATTANOOGA, Tenn. (Sept. 24, 2020) – The coronavirus pandemic gives millions of Americans—especially younger adults, those with children at home,…
