The new wealthy – those up-and-coming Generation Y entrepreneurs who are building tomorrow’s billion-dollar companies – are constantly searching for advisors who can combine value with values, a new study finds…
If you were a manager with expertise in selling retirement plans, the past 14 months have been very good. So good, in fact, that it was hard to keep up with all the midlevel executive moves within the retirement units of the largest life and annuity carriers…
“We can’t experiment any more. We need to disrupt!” Those words came from Mark Hug, the opening general session speaker at LIMRA’s annual distribution conference…
MetLife has announced the release of a tablet-based app for iPads and iPad minis to help agents and advisors explain the benefits of whole life coverage…
A new survey by First Command Financial Services finds that members of the nation’s armed services who work with a financial advisor put away as much as $2,000 more per month than those who don’t…
Do customers come to the advisor’s office armed to the teeth with information? Do they often have their buying decision already in sight even before speaking with the advisor?…
Question: Affiliated agents, such as career and captive agents, numbered around 158,200 in 2013, down from the 40-year high of 256,735 in 1973, according to LIMRA. What does this decline mean for the future of life insurance and annuity distribution?
John Hancock announced it has signed off on electronic signatures for life insurance customers, as another major life insurer moves to meet the demand of advisors and customers to automate core products and services…
Could an indexed annuity with a guaranteed lifetime income rider become a viable retirement income option inside a 401(k) plan? And can independent agents interest employers in offering these products to employees?…
Insurance distribution is definitely a work in progress. Take a look at these snapshots gleaned from various LIMRA reports…
Sometimes it pays to be a reader of people, according to Polly Merritt Maglio. Those times often come when a financial advisor is sitting across from a prospect or client and wondering how to make the presentation most effectively…
Many times, we are asked by prospects and other advisors, “Why do people have permanent life insurance policies?”…
A pair of competing bills designed to boost retirement savings for workers at small businesses have been introduced in the Senate as Democrat and Republican lawmakers scramble to show they are doing all they can to help workers plan for the future…
If consumers ever wondered why the insurance industry seems so antiquated at times, all they had to do was step inside Room 2128 of the Rayburn House Office Building earlier this month and listen to a tapestry of testimony delivered before a House panel…
Despite last year’s hard-hitting news headlines about the shortcomings of the defined contribution system, investors say they are committed to retirement savings through the employer-based plans as a way to prepare for retirement…
New proposed rules for a Death Master File (DMF) “certification program” are in the works. The federal rules will spell out who can be certified to access the Social Security Administration’s massive database of the deceased…
The 2014 Winter Olympics in Sochi, Russia, holds a lesson about the importance of insurance advisors embracing the consumer…
You can’t fault insurance carries for wanting to promote their products by using a little branding hyperbole…
CNO Financial Group, the parent company for three middle-market insurance companies and an investment advisor group, said its plans for 2014 include growing the financial advisor program, advance life sales training, branch office expansion and sales force automation…
