COVID-19 made consumers more aware of their mortality and more aware of why they need life insurance. But can the industry keep that momentum going in 2022?
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Traditional variable annuity products are hot once again, thanks to talk of tax hikes from Washington. Annuity sales in general look strong for 2022, but could renewed regulation cause problems?
The individual health insurance market will continue to see stabilized premiums. Meanwhile, consumers are making up for care deferred during the pandemic, leading to a possible increase in spending.
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Mark Squires made a name for himself as “The Medicare Whisperer,” but his practice serves the Medicare generation’s children and grandchildren as well.
I flipped through a month’s worth of pages on the “daily inspiration calendar” I received for Christmas last year and found a few gems for the month of December.
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How an independent marketing organization filed for bankruptcy over the sales of hundreds of indexed universal life policies.
Barjes Angulo started out as a bank teller in New York City and worked his way to a Midtown advisory with his name on the door.
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COVID-19 led employers and their workers to have new priorities in their workplace benefits packages.
The financial impact of a long-term care event is something that advisors must address with clients.
When businesses put purpose before profit, they can lead the way in addressing social challenges while innovating in new products.
The shift to simpler, straightforward VA products is a winning proposition in the current environment.
Education, communication and positivity are key attributes that will create a trusting client relationship.
Each of these strategies provides accumulation potential while usually allowing for flexibility and reallocation opportunities.
Advisors must diversify clients’ assets to include tax-free sources of income.
This month we’re taking a look at tech, automation, and how it will affect your business going into 2022.
A high-net-worth client needed a strategy to provide liquidity for her heirs.
Six takeaways to discuss with clients when considering their future expenses should they need long-term care.
As more Americans hit Medicare eligibility age, they need help avoiding a costly mistake.
For nearly a quarter century, Jesse Slome has promoted the industry that helps consumers with their medical and long-term care coverage needs.
In less than three years as Connecticut’s top insurance regulator, Andrew Mais is on the fast track to becoming a powerful voice for change in the industry.
How advisors can add value to clients by helping them solve the nation’s top financial challenge.
Nothing worth doing can be done alone. Find a group to help you on the journey.
It has been part of the fabric of American life for 55 years, and it is more confusing than ever. I’m talking about Medicare, which has been part of the health care landscape in the U.S. since the first beneficiaries enrolled in coverage on July 1, 1966.
A neurologist explains why the hardwiring of the human brain is at the root of the extra pounds many of us gained over the past year and a half.
Advisors and employers play a role in helping clients face a more confident financial future.
The COVID-19 pandemic slammed Social Security revenues, putting the program in greater danger of not being able to pay out full benefits.
Here’s the inside scoop on funds that are of interest to clients who want their advisor to create an environmental, social and governance investment portfolio.
Federal PLUS loans may be an attractive option for parents who want to finance their child’s education, but it might be too easy to borrow too much.
How a provision of the Pension Protection Act can help your clients take income from their annuity tax-free to pay for long-term care.
Keeping clients fully informed will help agents avoid mistakes when selling and assisting in filing claims and ensure the client has security and peace of mind.
Women-led networking groups and support systems provide a unique and powerful environment that fosters development and builds confidence.
Carrots are more effective than sticks when it comes to retaining selected employees who are motivated to contribute their best.
With pandemic mortality concerns driving high interest, there has never been a better time to sell life insurance, analysts say. But agents must keep up with significant regulation, underwriting and tax changes.
The industry faces ‘the opportunity of a lifetime,’ since COVID-19 made consumers consider their need for coverage.
If you want to market to women, you have to be someone they can trust with their financial concerns. Arwen Becker, author of She Handled It, So Can You!, tells Publisher Paul Feldman that women need advisors who will help them overcome their fear and shame around money.
Dave Buckwald lost 51 clients when terrorists attacked the World Trade Center on 9/11. Twenty years later, he discusses how the experience changed the way he looks at the life insurance business and describes his biggest regret.
Everyone has a task they dread. Here are some tips for not putting off until tomorrow what you can do today.
Options for clients to consider now in order to make the most of their savings later.
The newest generation to enter the workforce is especially focused on their finances and well-being.
Regulators are prodding states to adopt best-interest annuity sales rules. The long-term implications could be huge.
A sound estate plan will be the legal protection needed in order to guarantee your client’s intentions are followed.
Every advisor must overcome three common hurdles when it comes to marketing.
These special monthlong campaigns are reminders that we can help our clients meet all their insurance and financial planning needs.
There are many reasons for buying life insurance, and they have one thing in common.
Life insurance is the bedrock of a plan to provide funds to charity while giving cash to clients’ beneficiaries.
A couple of nights before Thanksgiving 2016, I took a break from holiday preparations to sit down at the computer and read some stories.
This moment is an opportunity for our industry to fulfill our mission and help millions of families protect their financial future.
How those who found success in the industry are inspired to mentor others.
Zaneilia Harris is the creator of the Savvy Women Investors Circle and wants to help women overcome the wage gap and achieve the success they deserve.
Robert Miller grew up around the greats of the insurance industry but forged his own path to success.
More consumers expressed interest in purchasing life insurance with long-term care benefits as COVID-19 forced people to think about how they want to receive care in the future.
Today’s income protection insurance products are more flexible and affordable than clients may think.
Figuring out where clients want to go and how close they are to their goals is key to earning trust.
Insurers reportedly have more than $420 billion worth of annuity, life insurance, long-term care and other liabilities designated as “run-off” business.
