How health care costs change the face of women’s planning
Rising health care costs and unpaid caregiving responsibilities impact women’s retirement security.
Overcoming ‘I need to think about it’
The four most common objections to buying life insurance
The six golden rules of client scheduling
Ways to ensure a steady flow of opportunities while nurturing your client base.
Leading from the front — with Sam Philbrook
Sam Philbrook took the lessons in leadership and service he learned in the Army to serve his clients and community.
Weathering the storm: Investing with confidence in volatile markets
Help clients tune out the noise and focus on their long-term investment goals.
Offshore reinsurance booms as regulators play catch-up
Billions of dollars in life and annuity blocks are being reinsured annually — many of the deals are with offshore insurance companies. And regulators are growing concerned.
Defined benefit annuity: The next great innovation
How transformative technology creates the first personal defined benefit pension funded by a fixed indexed annuity.
Navigating the great wealth transfer
The landscape of wealth management is undergoing an enormous transformation, driven by the “great wealth transfer.”
Stubbornly high Q1 mortality puts a dent in Equitable earnings
Equitable Holdings is the latest life insurer to report disturbingly unexplained mortality results.
Managing property risk: A strategic approach to protection
Managing property risk is no longer about reactive solutions; it requires a proactive, data-driven strategy.
ACLI: Pension risk transfer lawsuits based on ‘misleading allegations’
Insurance companies taking on billion-dollar pension risk transfers are subject to “robust and extensive” oversight, the American Council of Life Insurers wrote in court briefs.
Industry-specific LLMs to become focus of innovation, expert says
Industry-specific large language models are expected to drive innovation as AI adoption continues,, according to one expert.
What tariffs could mean for health care
From medical equipment to personal protective equipment, and even pharmaceuticals, much of the health care supply chain has its origins outside the United States.
‘Economic anxiety’ in March boosts slipping annuity sales, LIMRA finds
Total first-quarter annuity sales topped $100 billion for the sixth consecutive quarter, LIMRA said today.
Lawsuits target top 25 Calif. insurance carriers, allege wildfire coverage collusion
Two lawsuits filed on behalf of property owners impacted by California wildfires allege the companie colluded to limit coverage.
How will Congress, executive orders impact health care?
Congress returns to Washington from its spring recess to face a jam-packed agenda, with extending the 2017 Tax Cuts and Jobs Act its top priority.
Business owners need a wake-up call about life insurance
Life insurance is about continuity.
Medicaid cuts would devastate rural hospitals, communities
Medicaid cuts would disproportionately impact rural communities, older and disabled Americans, and commuities of color.
Retired advisor helps others sharpen their financial literacy skills
Money is the one tool we all use, and anyone can sharpen their skills with it. Those are the words that Stephanie Batten lives by as she helps others hone their financial literacy skills.
