This is the first of a three-part series on the state-based insurance regulatory system. This month’s story summarizes the issues surrounding state insurance commissioners and the differences between elected and appointed systems.
How 2022 NAIFA Young Advisor Team Leader of the Year Jeff Chernoff’s passion to give back also helped pave the way to his career success.
How to meet the employee benefits needs of today’s multigenerational workforce, from the Silent Generation to Gen Alpha.
When it comes to improving the financial literacy of Main Street Americans, insurance and financial professionals are crucial.
How offering your time and guidance can make you a better financial planner.
You may be surprised at what motivates people to buy life insurance coverage.
A recent study from the Boston College Center for Retirement Research suggests that pessimism has less of an effect on annuity sales than might be expected.
Advisors may know the importance of estate planning, but that doesn’t make it easier to have difficult estate planning conversations.
Generation Z workers, ages 18-25, are saving an average of 14% of their income. So one might assume that financial literacy is improving.
Consumers are already on their phones. Here is how you can communicate via text while staying compliant — and appropriate.
LIMRA research shows investors who work with a financial professional are more likely to have weathered the ups and downs of the market.
Often left out of the financial picture, women need help to bridge life insurance and savings gaps and achieve a secure retirement.
Bonnie Maize shares how she found an ideal balance of big-city financial planning and small-town charm.
Stephanie Bogan achieved amazing success early in her career — and then stepped back from it all. Her journey led her to find the key to both success and happiness. An interview with Paul Feldman, publisher.
The Summit, N.J.-based marketing group was one of the first to seek scale with an aggressive growth plan conceived in 2016. The company is full speed ahead in year eight, CEO and President Bruce Donaldson says.
Cash value life insurance can be used as an asset in a diversified investment strategy or as a hedge in an investment plan.
Medicaid applicants can protect their countable individual retirement account by transferring it to a Medicaid-compliant annuity.
It’s important to create policies and products that address issues that are specific to women.
The observance of Women’s History Month in March is one reminder of the many ways women in the U.S. have a history different from men’s.
