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Aggressive recommendations previously made on indexed universal life were likely to cause disappointment. Where do IUL illustrations stand today?
Advisors get creative in providing the financial literacy message to diverse audiences.
Women need advisors who can help them meet their changing needs as they go through their life stages.
Serve HNW clients by addressing their unique concerns. Advisors who specialize in the HNW market said their ability to be a trusted partner on their clients’ financial journeys.
Matt Berman says he’s in a unique position as president and CEO of Foresters Financial, a 150-year-old fraternal organization with a mission to enrich the lives of middle-market families.
Sammons Chairman and CEO Esfand Dinshaw sees “instant” underwriting decisions as the key to increasing life insurance sales — and AI as the key to achieving that immediacy.
IUL — which F&G president and CEO Chris Blunt describes as “the Swiss Army knife” of life products — and annuities helped F&G have a great 2023 while the company adds RILAs to its product mix for 2024.
OneAmerica Financial’s longevity — as well as its expertise in hybrid long-term care insurance and strength in whole life insurance — is among the factors that have driven it to become one of the fastest-growing mutual insurance holding companies in the U.S., said chairman, president and CEO Scott Davison.
Bryan Simms is at the forefront of an effort to revive one of the nation’s oldest Black-owned carriers.
Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.
Win Havir’s family money story inspires her to serve a diverse client base and promote greater representation in the insurance profession.
Eugene Mitchell discusses his efforts to expand life insurance ownership to create generational wealth in the Black community.
Keeping pace with rapidly evolving technology is a special challenge, especially when onboarding new employees.
Underwriting is experiencing a transformation while digital point-of-sale platforms are streamlining the purchasing process like never before.
The path to success is different for each individual. Here are the components critical to achieving your goals.
It’s not the great days that make us great; what makes us great is doing what we are supposed to do on the bad days when we want to give up.
Hybrid life insurance is becoming a popular alternative to pay for long-term care.
This analysis will help you understand and assess indexed universal life products that are becoming increasingly difficult to compare.
Asking clients about their beneficiaries can open the door to further discussions about life insurance and financial planning.
These medications have been game-changers for those struggling with weight issues, but advisors must ask the right questions when users apply for coverage.
New research shows that structured annuities with income benefits increase the likelihood of retirees having assets left at age 100.
Why does interest in annuities tend to decrease as retirees age?
How advisors can help clients overcome the hurdles that prevent them from considering lifetime income strategies.
A three-step approach to understanding the index crediting strategy that will protect your clients’ investment.
An education gap about benefits outside of traditional medical plans leaves many workers confused.
Shifting toward early long-term care planning strengthens client relationships, reflecting evolving perspectives on care and financial well-being.
Simply enrolling workers in coverage isn’t enough. Brokers must understand and address workers’ pain points.
Brokers can reach younger generations by pointing out the secure and easy-to-access online features that today’s health savings accounts offer.
The three important words that transform salespeople into sales powerhouses.
Unleashing your creative strength will lead to stronger presentations.
Finding additional ways to serve and educate clients will keep them from looking elsewhere for help.
Financial advisors believe that generative AI — as it develops and matures — could be a game changer.
Executives cite profitable growth as the industry’s biggest challenge.
A study shows BGAs and IMOs have high expectations of sales growth while meeting the challenges of agent recruitment.
Technology eliminates many administrative chores, allowing advisors to focus on enhancing client experiences.
Identifying your high net worth prospects’ needs can help you provide the correct solutions for them while building long-term relationships.
Disability insurance isn’t only for those with high-risk professions.
No one can tell the story of what consumers need better than financial professionals can
Finding your community will help you grow as you serve your clients.
Here are some ways you can help boost the financial knowledge of people in your community
Industry associations and state regulators joined together to oppose legislation that would have made it more difficult to sell life insurance and annuities.
Every crowdfunding campaign to pay for a funeral means that someone was unprepared.
What two prohibited transaction exemptions will mean to advisors and clients.
The Internal Revenue Code allows the use of life insurance in a retirement plan if it is incidental to the primary purpose of providing retirement benefits.
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