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February 7, 2022
Financial education programs are proving beneficial for employees and employers both.

Put Your Best Pitch Forward: How To Become An Industry Speaker

Becoming an industry conference speaker acceptance takes more than guts. It takes strategic thinking and a strong proposal that aligns with the needs of the conference organizers and your path forward as a financial services thought leader.

February 4, 2022
Many clients are struggling to find certainty amid great uncertainty.

Position A Portfolio: Finding Certainty In The Midst Of Uncertainty

From infection rates to interest rates, many experts had to admit that the “new normal” makes it difficult to be certain about anything. Nowhere is this more obvious, or more unsettling, than in the area of financial investing.

February 2, 2022
Many Americans are concerned about their retirement security.

The Misunderstood Cash Power Of Deferred Annuities

In addition to full surrender and annuitization, today’s deferred annuity products offer a number of options for limited, penalty-free liquidity.

3 Ways Smart Tech Can Attract Customers

February 2, 2022

As demographics shift, younger digital native buyers will expect technology to be built into the products and services they use — including their home insurance.

January 27, 2022
Life insurance premium is on the rise.

How Life Insurance Sales Defied Expectations

The U.S. life insurance industry has been known for its recent slow growth compared to other financial sectors such as banking and investments. But now, the signs are finally pointing up.

January 26, 2022
Life insurance premium is on the rise.

3 Reasons To Rethink The ‘Buy Term And Invest The Difference’ Strategy

Why are some people either for or against whole life insurance? It’s not a religion. It’s not something you believe in or don’t.

January 20, 2022
Technology use is growing quickly among consumers.

COVID-19 Will Be The Big Accelerator Of Insurance Tech In 2022

Technology within the insurance industry to continue to evolve in the coming year. Although it’s anyone’s guess what “normal” ultimately will mean, here are a few trends we expect will impact insurance in 2022.

January 19, 2022
The Centers for Medicare & Medicaid Services says the eliminating or reducing commissions violates a provision of the Affordable Care Act.

Commentary: Your Annuity Clients Probably Want You To Be A Fiduciary

The punishment for not acting as a fiduciary when you should have done so is potentially catastrophic to your practice and your net worth.

January 10, 2022
Americans are socking money away in annuities again and sales are back to 2008 levels.

Why We Need To Build America’s Personal Financial Safety Net

Households must put their own personal financial safety net in place. The financial services industry, particularly the insurance segment, must step up and help.

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