
Moving the needle on DEI
Progress is being made on improving the industry’s diversity, equity and inclusion efforts. How far have we come?
While the hiring rate of Black employees in the insurance business is double that of other employee groups, Black workers are leaving the workforce at rates significantly higher than other groups.
Read moreProgress is being made on improving the industry’s diversity, equity and inclusion efforts. How far have we come?
Many students who are smart, motivated and planning their post-graduation lives are largely unaware of insurance and financial services as a career option.
Mentorship is key to retaining a diverse workforce.
Here are strategic recruiting methods to fill your talent pipeline.
Although the LGBTQ community is exceptionally diverse and each person’s life path is unique, here are some of the more common considerations in LGBTQ financial planning that an experienced, empathetic financial professional can address.
Not only do we look to create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers, but also, we seek to provide distinctive, secure, and successful client experiences and products delivered through touch and technology.
The financial services industry must present the right profile to generate interest from young adults seeking careers.
While chaos is rarely good, one market that should benefit is the annuity marketplace, experts say. Specifically, indexed annuities, which thrive on offering stability when the financial landscape is most unstable.
Many popular indexes supporting annuities and life insurance today might not work as well in a recessionary, high-inflation, rising interest rate environment, a recent industry panel agreed.
Regulators are likely to take another look at indexed life illustrations, said Sheryl Moore, president and CEO of Moore Market Intelligence. Likewise, lawsuit activity is up, targeting a variety of sales practices.
Columbus, OH – Nationwide announced the launch of enhanced legacy features to the Nationwide Defined Protection Annuity (DPA), a registered index-linked…
According to a recent study from Lincoln Financial Group, millennials under age 40, called“ younger investors,” plan to purchase insurance products within the next five years– and in greater numbers than ever before. 1 And, thanks to interest rates, market volatility and student loan debt, younger investors are looking to the future, with products like annuities…
We talk to experts who look at 5 strategies for dealing with inflation pressure on retirement savings to help preserve retirement buying power during this record period of inflation.
There’s a role for retirement income investments based on a client’s retirement income style.
While nearly half of American adults saving for retirement (49%) feel that they are on track to reach their retirement savings goals, annuity ownership can truly differentiate their outlook for the better, according to a recent study from Athene.
If you're a woman in or near retirement, let me ask you this: How do you plan to take what you've so diligently saved and turn it into a lifetime stream of dependable, predictable, tax-advantaged income? If you're like many of us, you probably don't have a ready answer to this question. That's because you've been busy doing "all the right things."
We are about to enter a new era in personal finance that will be characterized by a sharp focus on risk mitigation.
Sales of fixed and variable annuities were $233.1 billion in 2021, an increase of 12.3 percent over 2020 sales of $207.5 billion and the highest annual annuity sales since 2008.
WASHINGTON, D.C. – A recent survey of retirees and near-retirees demonstrates the comparative financial security today’s retirees enjoy, in contrast…