Annuities 2025: Supercharging a hot market
Annuities sales are incredibly strong, and a close look at market trends reveals yet more room to run.
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Annuities sales are incredibly strong, and a close look at market trends reveals yet more room to run.
Advisors turn their attention to helping younger women form good financial habits and protect what’s important to them.
Now that President Donald Trump and fellow Republicans control all levers of government, the focus is on high net worth clients
Forget cold calling and free dinners! Advisors are finding novel ways to connect with prospects and turn them into clients.
President and CEO of Royal Neighbors of America Zarifa Brown Reynolds shares the mission of the fraternal life insurance organization she leads: insure lives, support women and serve communities.
Building on SILAC’s annuity success, President and Chief Marketing Officer Dan Acker sees technology as the key to unlocking future growth.
From her start as an intern to heading product development, Alison Reed discusses her unique career at Jackson National Life, and how she is helping to accelerate the future of annuities.
‘Age Wave’ think tank founder Ken Dychtwald discusses the implications of aging, health and financial wellness
Padric Scott always planned to become a doctor. Then he got curious about money, finance and investing.
Sam Philbrook took the lessons in leadership and service he learned in the Army to serve his clients and community.
Kevin Tostado uses his skills developed as an Emmy-winning filmmaker to help clients achieve their financial dreams.
Bronwyn Martin brings the analytical skills she learned in the scientific field to provide advice to ‘the millionaires next door.’
In a time of transition, life insurance and annuity sales are thriving. But there are many issues to tackle and disruptions at play. These all were topics of discussion at the recent LIMRA Life and Retirement Conference.
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.
In the right hands, premium financing is a powerful tool; misused, it’s led to dozens of major lawsuits and financial losses.
Diversity, equity and inclusion programs face backlash as many companies eliminate or revamp them.
Life insurance can provide comfort and financial stability after an unpredictable event.
The four most common objections to buying life insurance
Matching the right advisor to the right accounting firm can be challenging, but worth it.
Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.
As retirees shift their priorities to income stability, higher-interest-rate products such as FIAs offer a compelling alternative.
How transformative technology creates the first personal defined benefit pension funded by a fixed indexed annuity.
You’ll find opportunities to explore new paths through internal diversification of annuities.
Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.
Cost containment, customer experience and increased choice are top of mind for clients.
Rising health care costs and unpaid caregiving responsibilities impact women’s retirement security.
A surprising strategy to maximize employee benefit enrollment.
Dispelling three common myths surrounding disability insurance for ultra-high-income earners.
Leveraging customer reviews and testimonials to build credibility and trust with prospects.
Ways to ensure a steady flow of opportunities while nurturing your client base.
The mental shift that creates a foundation for growth and success.
How to reach clients and prospects without overworking your team.
Reaching individuals aged 25-45 who are on track to become affluent later in their lives.
he Canadian individual life insurance market is shifting toward larger policy sizes and higher premiums.
Transparency and education are the keys to building trust with female clients.
Alternative investments can diversify client portfolios and boost overall returns.
Why Congress cannot limit the C-SALT deduction.
A lifetime of financial planning can be undone by one bad diagnosis.
We must be willing to explore adding additional compensation models to increase financial planning’s accessibility and the peace of mind it provides.
Couples can vary drastically in their approach to money. Financial professionals can coach them to a plan that works for them.
Women are a force across every level of this profession. But the journey isn’t over.
Resilience is nothing short of a superpower, and it is one that Finseca is dedicated to conferring on every American.
Because no two business owners are alike, what will work in one employer’s retirement plan offering may not work for another’s.
Adding value to the client relationship while expanding the advisor’s network of professionals.