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INN Weekly Newsletter INN Exclusives

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Financial Advisors Want Variety In Practice Management Tools, Study Says

June 30, 2017 INN Weekly Newsletter INN Exclusives No comments.

Some 67 percent of financial advisors rely on practice management support – especially to deal with the growing complexity of advising, according to a recent poll.

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Exclusive

Des Moines Spurs Insurance Tech Start-Ups

June 29, 2017

The Global Insurance Accelerator, or GIA, is helping InsureTech start-ups get off the ground with seed capital, mentorship and exposure. GIA is funded by some of the best-known insurers located in the Des Moines area.

Exclusive

Allianz Life to Sell Record Volume of Index VA in 2Q

June 28, 2017

Two new indexed variable annuity products will help Allianz Life Insurance post record sales and deal effectively with the new regulations in the Department of Labor fiduciary rule, company execs say.

How Financial Advisors Are Going The Monthly Retainer Route

June 28, 2017

Since launching his own financial advisory firm in October, Grayson Hofferber has charged a monthly retainer that ranges from $50…

Exclusive

How Netflix, Amazon and Millennials Impact Insurance Sales Online

June 26, 2017

Some 93 percent of people 25 years and younger are willing to buy insurance online compared to only 63 percent…

Exclusive

Advisors Should Pay Cautious Heed to Emerging Markets

June 23, 2017

Investors should diversify their holdings across emerging markets, experts say. But take care to be wary of volatility and invest with some trepidation.

Exclusive

How Children With Diabetes Can Be Approved For Life Insurance

June 23, 2017

A serious health condition need not be a barrier to obtaining life insurance coverage.

June 22, 2017

Financial Trade Groups Race to Tap Lucrative Asian Markets

Financial advisor trade associations are racing to offer new training programs to expand their reach to life insurance professionals operating in foreign markets. In particular, Asia is an area of immense interest.

IMOs Have Tricky Path To Sales Under DOL Rules

June 21, 2017

IMOs and FMOs should be fine to sell variable and fixed indexed annuities under the transition Best Interest Contract for the rest of the year, a pair of experts say. But a definitive word is unknown.

Reinventing The Group Insurance Broker In The Digital Economy

June 21, 2017

A sustainable approach for brokers navigating the emergence of technology in group health insurance.

Exclusive

Consumerizing Health Care Cost Estimators

June 20, 2017

Consumers want health care cost transparency when making insurance decisions.

More Advisors Budgeting Health Care Costs in Retirement Planning

June 20, 2017

Evidence is mounting that advisors are more likely to include health care spending as a topic to be included in retirement planning. A new report indicates a 65-year-old couple retiring today will need $404,000 for health care costs.

Exclusive

3 Things to Consider When Choosing A Premium Finance Provider

June 20, 2017

Operating similarly to a bank or credit union, the premium financing solutions provider can loan money on the premium that can be paid back over an agreed-upon period of time.

Exclusive

Direct Mail: An Important Ingredient In Your Marketing Mix

June 20, 2017

Busting the six myths about consumers and direct mail.

Exclusive

Commentary: California Single-Payer Bill Would Hurt Clients, Businesses, Seniors

June 19, 2017

Our state Senate wants to change an entire system, while risking incredible job loss, disruption, loss of choice and terrible confusion for senior citizens.

Survey: A Tough Year for Insurance and Annuities

June 19, 2017

Financial planners say pressure from taxes and regulation are making them less likely to recommend life and annuity products. Can these products adapt and thrive beyond 2017?

States Pushing Fiduciary Rule Standards (With Success)

June 16, 2017

States are charging into the fiduciary pool, with Nevada passing a fiduciary standard for any advisors licensed to do business in the state. Others are seeking fiduciary language via other means.

Insurance Channel Sending Scores of Advisors to IBDs

June 16, 2017

Financial advisors recruited to independent broker-dealers (IBD) are as likely to come from the insurance distribution channel as they are from big wirehouses, new research found.

Exclusive

New Tools Offer A Fresh Look At Client Investment Risk

June 15, 2017

A new Morningstar tool is designed to help investment management professionals “gain a clearer picture of business risk and portfolio suitability across an entire book of business.” In short, a balance between too much and too little risk.

How the Fiduciary Rule Affects Ordinary Clients

June 14, 2017

Shouldn’t the real question be how the new rule impacts the ordinary investor?

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