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Exclusive

Agents And Brokers Struggle With SHOP

December 3, 2014

Issues such as inaccessible customer service, poor broker training, working out how to receive fair compensation, and the lack of dedicated broker “portals” on some websites have given agents and brokers a difficult time with a key section of the Affordable Care Act (ACA)…

Exclusive

Appeals Court Upholds Decision In MetLife Disability Benefits Case

December 2, 2014

The insurance carrier insists it issued a formal benefits-denial letter, the plaintiff maintains he never received a notice, and the benefits were never paid for as long as 12 years before the plaintiff renewed his interest in the claim…

Exclusive

MSRB Releases Uniform Competency Standards Proposal

December 2, 2014

The rules are part of a proposal to create baseline standards for professional qualification in the municipal securities market…

Exclusive

Employers’ Shift To Plan Outcomes Opens Opportunity For Advisors

December 1, 2014

Financial advisors can do three things to improve satisfaction among retirement plan sponsors…

Exclusive

Advisors Emphasize The Power Of Instant Gratification

December 1, 2014

It’s time for employer-sponsored plans to take the next step, which is to lift the caps on automatic escalation features and raise the default amounts set aside through automatic enrollment to prevent inertia and backsliding…

Exclusive

Storytelling Leads To Greater Selling

December 1, 2014

The job of the storyteller is to show how life insurance is relevant to a person’s life — or death…

Exclusive

Falcone’s Surprise Split From Harbinger

November 26, 2014

In what some observers are describing as an abrupt departure, Philip Falcone will resign as chairman and CEO of Harbinger Group Inc. (HGI), effective Dec. 1…

Exclusive

Lincoln Issues Benefits Rider For People With Serious Illness

November 26, 2014

The rider is available for WealthPreserve survivorship indexed universal life policyholders…

Exclusive

MetLife Launches Second Variable Annuity This Month

November 26, 2014

The variable annuity, known as MetLife Investment Portfolio Architect, offers investors as many as 80 different traditional and alternative investment options…

Exclusive

How To Feel Old Before Your Time

November 26, 2014

Genworth Financial has released what it claims is a first-of-its-kind, age-simulation suit designed to help people feel what it’s like to suffer from ailments typically associated with aging and longevity…

Exclusive

The Importance Of An Estate Planning Checklist

November 26, 2014

Estate planning is not just for the ultra-wealthy…

Exclusive

Why FIA Producers See A Silver Lining In 3Q

November 26, 2014

Third quarter sales of fixed index annuities may have dropped by nearly 8.6 percent from the previous quarter, but annuity producers are hardly singing the blues…

Exclusive

W.Va. Supreme Court Blasts Ruling In Teachers’ Annuity Contract Dispute

November 25, 2014

A complex dispute between the teachers’ retirement funds and the life insurer ends up in court…

Exclusive

Penn Mutual Plans To Grow, Broaden Its Producer Base

November 25, 2014

An ambitious expansion of the company’s producer base is underway, as Penn Mutual strives to meet diversity hiring targets and expand its footprint…

Exclusive

LTCi Sales In 2015 Will Equate To $5B In Benefit Payments

November 25, 2014

About 8 million Americans are covered by some form of private long-term care insurance benefits…

Exclusive

Millennials Are Overwhelmed By Retirement Saving

November 25, 2014

Young investors find the idea of saving for retirement overwhelming, but they are willing to work with a professional, a survey said…

Exclusive

Widows’ Wish: More Life Insurance

November 24, 2014

A recent survey showed that women are not prepared for the loss of a spouse…

Exclusive

Advisors: Take The Retirement-Savings Fight To Employees

November 24, 2014

Advisors say employees who want to enjoy a comfortable retirement need to defer double-digit percentages of income over an entire lifetime. The earlier they start, the better so their money has time to grow…

Exclusive

Report Outlines 6 Common Misconceptions Of Annuity Buying

November 24, 2014

Understanding the impact of annuity purchases on future defined benefit plan finances is critical…

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