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Exclusive

New Stop-Loss Approach Could Be Expanded If Successful

October 3, 2013

A pair of Sun Life Financial executives said they intend to closely track a new approach linking stop-loss coverage for employers to voluntary critical illness coverage for employees…

Exclusive

MassMutual Survey Reveals Genders’ Social Media Preferences

October 3, 2013

A new survey by MassMutual Retirement Services finds that when it comes to communicating with American workers, gender matters. Women prefer Facebook while men gravitate to LinkedIn…

Exclusive

Best Advertising To RIAs Emphasizes Trust And Service

October 3, 2013

Five years after the financial crisis, ad campaigns targeting registered investment advisors (RIAs) are stressing the importance of an institution’s trust and the ability of advisors to help investors make their own decisions, two marketing experts said…

Exclusive

Could ACA Be An Opportunity For Annuity Pros?

October 2, 2013

Annuity professionals may not view health care reform as relevant to the work they typically do with clients — needs analysis, sales, service, income planning and the like. In fact, most annuity specialists don’t sell health insurance…

Exclusive

Heard In The Hallways At The NAIFA 2013 Convention

October 2, 2013

Members of the National Association of Insurance and Financial Advisors (NAIFA)  provide answers to four questions on the minds of…

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Market Volatility Fear Drives Investment Decisions

October 2, 2013

A survey by Allianz Life finds that most Americans say they prefer financial products that limit potential loss over products that offer unlimited potential growth but may also result in unlimited loss…

Exclusive

LPL Worksite Platform Gains With New York Life Endorsement

October 1, 2013

LPL Financial Retirement Partners has scored a “significant win” for advisors by offering the Worksite Financial Solutions (WFS) retirement platform to 401(k) plan customers of New York Life Retirement Plan Services, an LPL executive said…

Exclusive

Agents To Employers: Need Some Help With ACA?

October 1, 2013

Even though employers caught a break with the one-year postponement on the new “pay or play” tax under health care reform, employers still have oodles of Affordable Care Act (ACA) issues and possible strategies on their plates…

Exclusive

Heard In The Hallways: NAIFA Convention 2013

October 1, 2013

Question: Do you practice on a commission-only basis, fee-only basis, or commission and fee basis? Why? Answer: “I am a…

Exclusive

A Possible Break On The Inside Buildup Threat

September 30, 2013

There is a possibility that taxing the inside buildup of life insurance products will not be included in the tax reform package being developed in Congress, according to Dana Kehoe, a member of the National Association of Insurance and Financial Advisors (NAIFA) government relations team…

Exclusive

Powerful Regulator And Industry Spar Over Reserving Requirements

September 30, 2013

A move by New York’s top financial services regulator to pull out of principal-based reserving (PBR) regulations has life insurers irate at the prospect of having to increase their reserves by billions of dollars to pay claims on life insurance products…

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Is Good Advice On Retirement Plans Too Costly?

September 30, 2013

Americans are falling short of their financial retirement goals. This by now has become a truism among financial planners, but what if Americans don’t have enough in retirement assets to make it worthwhile for financial planners to bother?…

Exclusive

Sun Life Launches Stop-Loss Cancer Rider For Self-Insured Employers

September 30, 2013

Sun Life Financial has announced the launch of a stop-loss rider to protect U.S. self-insured employers against the cost of paying for catastrophically expensive cancer-related illness claims, the company has announced…

Exclusive

NAIFA Members, Leaders Grapple Over Dues

September 29, 2013

At town hall, members push for growth in association base rather than in dues…

Exclusive

Half of NAIFA Health Agents to Use Exchange

September 28, 2013

By Linda Koco InsuranceNewsNet SAN ANTONIO – Many agents have long been vocal in their opposition to some or all…

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NAIFA President Pivots From Last Year’s Fight

September 28, 2013

“’Advisor 2020’could be a game changer,” said Robert O. Smith in opening remarks here at the annual meeting of National Association of Insurance and Financial Advisors…

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Colonial Life Launches New Voluntary Group Product

September 27, 2013

Colonial Life & Accident, seeking to capitalize on the growth in the voluntary market, has announced the launch of a new voluntary group short-term disability insurance plan to help employees protect their income…

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Private Insurance For LTC Languishes In A Time Warp

September 26, 2013

The private sector by itself will never be able to fund long-term care services and supports (LTSS), but private health insurers will remain a small part of the eventual solution should lawmakers ever agree to one…

Exclusive

SEC Establishes Permanent Registration Regime For Muni Advisors

September 26, 2013

For the first time, the Securities and Exchange Commission (SEC) has adopted a permanent “registration regime” for municipal advisors who operate in and around the lucrative $3.7 trillion municipal debt marketplace…

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