–The Guardian Life Insurance Company of America ® has announced that Guardian MarketPerform ®, its Registered Index-Linked Annuity, is now available in New York. First launched nationwide in 2024, Guardian is also introducing additional investment customization options to Guardian MarketPerform. Guardian MarketPerform is a long-term, tax-deferred…
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Family says dementia victim was improperly sold annuities
The defendants sold Jay Jacobson $2 million worth of annuities from 2019 and 2023, Joan Jacobson said, with no death benefits.
The majority (55%) of Americans believe that to achieve long-term financial security, it is “highly important” or “critical” to get professional financial advice between the ages of 25 and 39.
Why Social Security alone isn’t enough — Is Tony Robbins’ warning still relevant?
InsuranceNewsNet looks back on Tony Robbins’ book, “Money: Master the Game,” to see if his thoughts on Social Security still apply.
Economic pressures continue to force young adults back home, according to Thrivent’s fourth annual Boomerang Kids Survey.
Women and wealth: The opportunity for advisors
Significant financial tailwinds are driving the conversation around women and wealth.
Weathering the storm: Investing with confidence in volatile markets
Help clients tune out the noise and focus on their long-term investment goals.
Retired advisor helps others sharpen their financial literacy skills
Money is the one tool we all use, and anyone can sharpen their skills with it. Those are the words that Stephanie Batten lives by as she helps others hone their financial literacy skills.
Retirement plans could be hit by expiring tax cuts, survey finds
CFP professionals are warning expiring tax cuts could pose significant risks to their clients’ financial goals.
–The Guardian Life Insurance Company of America ® today reported strong financial results in The 2024 Guardian Annual, continuing to build on its legacy of financial strength and delivering consistent growth for policyholders through a robust business strategy and disciplined risk management. Record operating income: Driven by robust investment…
A new report published today from the 35th annual Retirement Confidence Survey finds Americans reporting a positive outlook for retirement with 67% of workers and 78% of retirees confident they will have enough money to live comfortably throughout retirement.
TIAA, MIT Age Lab ask if investors are happy with financial advice
A new TIAA Institute study in collaboration with MIT AgeLab asks respondents if they are satisfied with the financial advice they receive.
New York Life’s latest Wealth Watch survey finds that youth sports have significant financial implications for American families.
Nearly two in three Americans (64%) worry more about running out of money than death, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement, part of Allianz Life.
Although the sandwich generation’s average age of expected retirement is 65, only 24% of respondents have a written retirement plan and 30% indicate they are concerned about having to rely on their children for financial support in retirement.
Why financial consciousness is the key to long-term clarity
Financial consciousness is a shift from reactive behavior to proactive ownership.
Selling long-term-care insurance in a group setting
Two experienced financial professionals discuss what it takes to successfully sell LTCI in a workplace or group setting.
How to overcome the fear of calling prospects
Cold-calling prospects is not a task for the faint-hearted. It requires a positive mindset, accepting rejection, and perseverance.
Advisor gives students a lesson in financial reality
Tari Trowbridge shares her experience of establishing and running a small business with high school students in her community, to help educate them on the realities of the business world.
How life’s milestones can play a role in selling financial services
Three experts offer some helpful hints on how financial professionals can make the most of their client’s life milestones.
