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.
That’s $1 trillion in face amount that producers and carriers might want to pursue or at least know about, according to Eric Sondergeld of LIMRA, who is one of the researchers who has been looking at the numbers…
At issue are warnings included in the document about using annuities — in particular, deferred annuities – to help low-income wartime veterans qualify for a government pension. These warnings are in addition to cautionary notes about gifting and moving money…
Typical insurance agents can increase sales by drawing a simple one-page diagram — a diagram that Bill Whitley says so motivates clients that they actually ask to move on to the next step in the buying process…
Brokerage general agent tells NAIFA conference that the critical illness rider makes life insurance more attractive for younger clients…
Peter A. Winer, 54, dies of injuries sustained in a motorcycle accident…
In a surprise move, Chief Justice John Roberts sides with liberal justices to uphold the mandate and penalty as a tax within the power of Congress…
In the life insurance world, the models can be faster, better and cheaper than traditional underwriting methods, but they “do not provide the type of transparency important to producers and clients when determining the risk class.”…
An insurance advisor tells how he learned not to be scared of asking for the big checks…
John W. Homer, president of Oxford Financial Group, suggests that older clients with liquid assets and a desire to reduce estate taxes may want to consider buying a guaranteed income annuity partnered up with a life insurance policy…
Being passionate about life and work and finding inspiration from other people are key ingredients that make for winners, according to several speakers at on the Tuesday morning platform of Million Dollar Round Table…
Competitive value is only the beginning.
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ICMG 2026: 3 Days to Transform Your Business
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