In his new role, Mark Holweger will focus on continued business growth with an emphasis on investing in LGA’s distribution channels.
Read moreThe National Association of Insurance and Financial Advisors is establishing the NAIFA Limited and Extended Care Planning Center to provide to meet consumers’ growing needs for advice and solutions in navigating longevity.
Across all the demographic segments, the most important financial goal was to have enough savings to last through retirement, then pay for health care costs.
Republican lawmakers are bidding to make last year’s tax cuts permanent, but face opposition. One industry group would like to see greater attention paid to retirement security aspects.
The National Association of Insurance and Financial Advisors is establishing the NAIFA Limited and Extended Care Planning Center to provide to meet consumers’ growing needs for advice and solutions in navigating longevity.
Across all the demographic segments, the most important financial goal was to have enough savings to last through retirement, then pay for health care costs.
Republican lawmakers are bidding to make last year’s tax cuts permanent, but face opposition. One industry group would like to see greater attention paid to retirement security aspects.
If you want to pay less income tax this year, you need to be proactive now before the end of the year. The new tax law passed last December governs tax returns for 2018.
Thirty-six percent of advisors position themselves to clients and prospects as a financial planner, according to a new survey.
Total annuity sales totaled $56 billion in the second quarter, a 15.9 percent increase from sales of $48.3 billion during the first quarter of 2018.
A National Association of Insurance Commissioners’ working group hopes to finalize a best-interest standard for annuity sales during a special two-day meeting next month in Chicago.
The New York Department of Financial Services passed tough cybersecurity rules for financial services last year, and more states are working on their own versions.
MDRT met recently to welcome a new president and secretary for the 2019 campaign.
Indexed life sales shot up during the second quarter to a near-record $552.7 million. That figure represents a more than 13.6 percent over the prior quarter, and more than 13.9 percent compared to the same period last year. Only the fourth-quarter 2017 showed higher sales, according to Wink data.
The positive and negative aspects of the Trump presidency on insurance and financial planning.
The solutions to contacting prospects and keeping current clients happy may be found in the cloud.
Boosting the numbers of advisors and improving the productivity of those already serving the group retirement market is a big priority for AXA Equitable, the company says.
Allianz will make its annuities available on the Envestnet Insurance Exchange, the second insurer to list its products there. Advisors at banks, broker-dealers, independent insurance agencies and registered investment advisors will be able to research Allianz annuities using the exchange, which is connected to Envestnet’s wealth management platform.
Are your clients dreaming of handing in their notices at work and joining the ranks of the retired? Retirement can be wonderful– if you’re prepared for it. So before a client puts an end to his or her career, it’s essential to make sure they’re 100% ready.
A new NAIC working group will study the need for insurance in the cannabis industry. California Insurance Commissioner David Jones will lead a working group that will study the issues and report findings to the larger body.
The Long-Term Care Insurance Task Force tabled a request to form a subgroup to study the idea of a uniform long-term care insurance rate review process.
A survey found that even though their business is a part of their retirement plans, 65 percent of advisors said they had no succession plans and 89 percent said they had no appraised value for their business.
A federal appeals court upheld a ruling that the illustrations of the policy charges and interest rates were not deceptive, but left open the question of whether the challenged practices were unlawful or unfair.
Your clients may be relaxing this summer but their retirement funds should be working hard.
By David Polen If I asked you to name a billion-dollar-selling employee benefit, accident insurance might not be the first…
Sometimes going a non-traditional route and forgoing the typical plan of leaving your agency to heirs means reaching a higher potential than an agency owner could have ever imagined.
The National Association of Insurance and Financial Advisors began the process of paring down its structure from 550 local associations….
Why private placement programs have become a favorite strategy among ultra-wealthy investors.
Clients making a first-time long-term care claim are usually in their 80s or 90s, a new survey finds. The majority of clients receive services in the home, the data shows.
The Trump administration took another punch at the Affordable Care Act by slashing funding for the navigator program that provides…
An NAIC subgroup finds that no additional regulation of modified guaranteed annuities is needed. The group is likely to vote to disband itself next week.
Advisors are in a good position to take the skills that make them successful in business and use them to better the communities in which they live.
Index annuities often come with lifetime income and enhanced death benefit features, but with a separate product fee. A new Athene product is breaking that mold and offering those additional features with no separate cost. Will it catch on?
Financial scams are costing Americans millions of dollars annually, authorities say. Several recent advisors and brokers are facing serious charges and jail time for a variety of schemes.
RIAs of all sizes continue to grow and continue to take market share from wirehouses. The market share for managed accounts held by wirehouses dropped below 50 percent last year for the first time, down from a peak of 71 percent in 2001.
