How Allianz maintains 2,000 premium finance policies, demonstrating outstanding persistency while continuing to bring in new, high-quality premium finance business — even in a volatile market environment.
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Consumers’ impressions of traditional long-term care (LTC) protection are largely neutral or negative. In contrast, once explained, perceptions of asset-based LTC protection are more positive.
When planning for the future, consumers tend to view matters through the lens of financial considerations. A recent study from OneAmerica® found that consumers place the highest importance on saving enough money for…
The pandemic may seem over; yet, its impacts will continue to be felt on our finances — and our worldview — for years to come.
Insurance products of the past few years may not generate enough income to sustain clients to and through retirement. Enter NWL® Income+, a new annuity from National Western Life (NWL).
Ibexis Life & Annuity Insurance Company is a Missouri domiciled insurer offering fixed annuity products in 44 States and the District of Columbia. It was formerly a subsidiary of Kansas City Life Insurance Company. In September, it launched a multi-year guaranteed annuity (“MYGA”) called MYGA Plus.
One of today’s most popular memes showcases a cartoon dog sitting, enjoying a cup of coffee with the statement “This is fine” printed beneath him. Around him, the room is on fire and clearly … everything is not fine.
Remember when all you needed as a financial advisor was a yellow legal pad and a landline? For a financial professional in the 21st century, there are countless technology solutions — and they can be overwhelming. That’s where an IMO can help. In this interview, we speak with Brian Lucius, chief distribution officer at Gradient Financial Group, about the integral role technology plays in an advisor’s ability to attract more clients and referrals.
This is the third article in this series based on DDG’s National Medicare Enumeration Survey and 2022 Medicare Options Consumer Key Drivers Study. Reference the introductory article for survey methodology.
Each week, marketers are asking, how do we target with our brand the seniors who wish to enroll in a Medicare plan?
This is the second article in this series based on DDG’s National Medicare Enumeration Survey and 2022 Options Medicare Consumer Study. Please reference the introductory article for survey methodology.
This is the fourth article in this series based on DDG’s National Medicare Enumeration Survey and 2022 Medicare Options Consumer Key Driver Study. Reference the introductory article for survey methodology.
Ohio National recently launched an innovative indexed whole life policy called Prestige Indexed 10 Pay. Karl Kreunen, vice president, life product marketing, explains why it’s like nothing the industry has seen before.
To enable financial professionals in providing much-needed strategies for small-business owner clients, Allianz Life Insurance Company of North America (Allianz) Advanced Markets commissioned a survey* of small-business owners to uncover the unique challenges they face.
When 2022 began, the industry was in the process of adjusting to the changes made to IRC Section 7702 Regulations. As new policies began to emerge, another element of concern began brewing — an unsettling economic environment.
Today, financial professionals offer more to their clients than ever before. The business is less about products and more about relationships and referrals.
Jeff Waddington believes outsourced insurance desks (OIDs) are exactly what full-service advisors need to ensure their clients are protected for life. While OIDs have been around for years, they are now becoming more important as distribution firms evolve to serve the needs of today’s advisors.
It’s about time you put the NWL Impact 10® to work with its hard-working 7% first-year premium bonus* designed to grow income.
Advisors today face more demands than ever. You must keep up with an ever-expanding array of products while serving a greater variety of clients. You must maintain an efficient back office, adhere to compliance regulations and stay on top of today’s marketing and prospecting trends.
Back in 2006, Dean Zayed identified an opportunity in the financial advisory industry, which was fragmented, principally between insurance-based professionals who worked largely on commissions and securities-based professionals who primarily charged fees. “I had a vision of converging these disciplines under a platform that provided coordinated, holistic support to transcend all types of financial advisory practices,” Zayed recalls.
