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Monthly Focus
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As Insurance Industry Increases Minority Hiring, Exit Rate Also Increases

August 1, 2022 Monthly Focus No comments.
African american applicant signing contract after job interview at office

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 more
August 1, 2022

Moving the needle on DEI

Progress is being made on improving the industry’s diversity, equity and inclusion efforts. How far have we come?

August 1, 2022

Encouraging The Next Generation Of Advisors

Many students who are smart, motivated and planning their post-graduation lives are largely unaware of insurance and financial services as a career option.

August 1, 2022

A Proven Retention Tool For Women In Financial Services

Mentorship is key to retaining a diverse workforce.

August 1, 2022

The 3 steps to build a sustainable workforce for the insurance industry

Here are strategic recruiting methods to fill your talent pipeline.

August 1, 2022

Take pride in your planning: Serving the LGBTQ community

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.

August 1, 2022
gay proud flag

Why Marriage Equality Matters To Me And To The Insurance Industry

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.

August 1, 2022

Getting more young professionals to swipe right

The financial services industry must present the right profile to generate interest from young adults seeking careers.

July 1, 2022
Indexed annuities.

Indexed product sellers see ‘attractive’ markets after Fed rate hikes

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.

July 1, 2022
Indexed funds must adapt to inflationary times.

Indexes must evolve with inflation, rising rates, says NAFA panel

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.

July 1, 2022

‘Crazy’ evolution of life, annuity indexes draws scrutiny, says expert

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.

July 1, 2022

Nationwide adds death benefit features to Defined Protection RILA

Columbus, OH – Nationwide announced the launch of enhanced legacy features to the Nationwide Defined Protection Annuity (DPA), a registered index-linked…

June 14, 2022

Millennials hungry for growth and protection, Lincoln Financial Group finds

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…

June 13, 2022
5 strategies to preserve retirement buying power during an inflation spike

5 strategies to preserve retirement buying power during an inflation spike

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.

June 9, 2022
Hand businessman putting pin money into pig. Future needs loan education or mortgage credit spend vacation of dream effective buying financial risk and safety concept

Experts: 4 retirement income strategies to match any client’s style

There’s a role for retirement income investments based on a client’s retirement income style.

June 6, 2022

Annuity ownership drives retirement savings confidence, Athene finds

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.

June 2, 2022

5 reasons women should consider annuities for retirement

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."

June 1, 2022

Commentary: Why we must join together to launch a bold new era of annuity sales growth

We are about to enter a new era in personal finance that will be characterized by a sharp focus on risk mitigation.

June 1, 2022
Annuity sales recovered ground lost to the pandemic and then some in 2021.

Annuity sales boom again in 2021, Morningstar, Beacon report

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.

June 1, 2022

Tomorrow’s retirees feel less financially secure than today’s, IRI survey reveals

WASHINGTON, D.C. – A recent survey of retirees and near-retirees demonstrates the comparative financial security today’s retirees enjoy, in contrast…

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