The largest event convening the life & annuity industry — the producers, carriers, wholesalers, capital, and platforms shaping the future of income and financial security. Three days. One ecosystem.
Life insurance underwriting reports are at the center of a class-action case involving allegations of mismatched medical and prescription records. Milliman denies wrongdoing, and the settlement awaits court approval.
New York is bidding to become the second state, after Nevada, to adopt a state-based best interest standard for the sale of life insurance and annuities. Gov. Andrew Cuomo said New York is tired of waiting for the Department of Labor fiduciary rule to take effect.
Indexed universal life (IUL) insurance dominated life insurance sales through the first nine months of 2017. IUL sales were boosted by a host of new products and features.
Life insurance news was a mix of good and bad in 2017. We recap our top five most popular stories from the year.
Life insurance gives clients flexibility in negotiating their way through retirement.
Through executive bonus plans, life insurance can be part of an innovative solution you can offer your small business clients who are looking to reward and motive their key employees. Even better, it’s a strategy that can produce a tax deduction for their business.
Advisors traditionally approach a financial relationship by proposing to manage assets, mapping out a plan to let those assets grow. But these days, Americans are concerned about other things — like debt and health care expenses.
Insurers are getting caught up in class-action complaints stemming from independent agents who make unsolicited cold calls. The Telephone Consumer Protection Act of 1991 shields consumers from unsolicited calls, texts and faxes made without their consent.
While overall life insurance sales sputter in a low-interest environment, indexed universal life sales rose 8 percent in the third quarter, LIMRA reported. The roaring stock market is the biggest reason for strong IUL sales, analysts say.
Third-quarter sales of indexed universal life (IUL) fell 1 percent as insurers grapple with new actuarial risk assessment guidelines. Still, IUL sales were up 6 percent compared to the year-ago period, Wink’s Sales & Market Report reported.
Millennials have ratcheted up customer service expectations in every industry, and that means faster service and adapting to the cyber world. Insurers that do not rise to the challenge are going to be left behind, analysts say.
ICMG 2026: 3 Days to Transform Your Business
Speed Networking, deal-making, and insights that spark real growth — all in Miami.
Competitive value is only the beginning.
Explore Oceanview fixed annuity solutions, tools and resources designed to help serve clients.
