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Monthly Focus

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A special industry topic focus each month.

January 1, 2023

Why is the Fed looking to raise interest rates in 2023?

Federal Reserve officials predicted they’ll need to raise interest rates more than they had planned in 2023 to bring down inflation.

January 1, 2023

Finance professors offer New Year’s resolution advice for clients

One in three Americans are planning to make finance-related New Year’s resolutions for 2023, according to a new WalletHub survey.

January 1, 2023

Economists place 70% chance for recession in 2023

Economists say there is a 7-in-10 likelihood that the U.S. economy will sink into a recession next year, slashing demand forecasts and trimming inflation projections in the wake of massive interest-rate hikes by the Federal Reserve.

January 1, 2023

Big changes coming in 2023 for business, homeowners insurance

Rates will increase and some important coverages will be trimmed.

December 31, 2022

2023 could very well test the nerves of investors and advisors alike

Many are seeing signs the Federal Reserve Board’s rounds of tightening are coming to an end with inflation easing in 2023.

December 23, 2022

How to have a breakthrough in 2023

Make a commitment that you will keep and that will help you move past anxiety and fear to reach your goals.

December 21, 2022
The majority of U.S. companies surveyed say they plan to improve health care and benefits in 2023 to help attract and retain employees.

Employers surveyed plan to enhance benefits in 2023 to attract, retain talent

Over two-thirds of the 708 organizations responding to a recent survey said they plan to enhance health and benefit offerings in 2023, with the clear objective of supporting hiring and retention.

December 19, 2022
Marketing your practice: 7 tips for financial advisors in 2023.

Marketing your practice: 7 tips for financial advisors in 2023

Forward-thinking advisors are embracing a variety of high-tech solutions even as they revisit the older, tried-and-true strategies. Here are 7 ideas advisors can use to boost their marketing plans as they search for growth in the year ahead.

December 16, 2022
A bumpy road is predicted for insurtechs heading into 2023.

Experts predict bumpy road for insurtechs heading into 2023

The insurtech sector, once hailed as the great insurance industry disruptor, is looking at a bumpy road for 2023 with investment capital at a premium, stocks in the dumper, recessionary pressures, and the inability to innovate stunting growth, experts say.

December 15, 2022
Inflation and financial woes weigh down American optimism for 2023.

Inflation, financial woes weigh down American optimism for 2023

The financial outlook for many Americans does not appear to be bright, as many continue to cope with high inflation and financial worries. In fact, more Americans say their financial situation is worse than it was a year ago – and don’t expect it to improve in 2023, according to a recent study.

December 15, 2022
After a disappointing 2022, expect a "wild ride" next year, says strategist.

After a disappointing 2022, expect a ‘wild ride’ next year, says investment strategist

The life insurance and financial services industries started 2022 with so much promise. What happened and what’s in store for 2023? Two experts from Conning break it down.

December 5, 2022

Economist predicts brief recession in 2023

Inflation will be the driving force behind a future recession, but it’s not all bad news for stocks.

December 5, 2022

Could 2023 be the year of usage-based insurance?

By tracking driving habits such as braking, acceleration, mileage, etc., insurers can assess risk more accurately, giving them more control over who to take on as a policyholder.

December 1, 2022
Expect the MYGA, indexed annuity boom into next year, Moore says.

Expect the MYGA, indexed annuity boom into next year, Moore says

Multiyear guaranteed and fixed index annuities had a breathtaking year so far – and the party is just getting going, according to Sheryl Moore, Wink Inc. CEO.

December 1, 2022
3 steps for financial advisors' success in 2023.

3 steps for financial advisors’ success in 2023

With rising interest rates, an uncertain economy, and high inflation, many advisors may be worried about their prospects for enhancing the financial performance of their practice. Two industry veterans offer suggestions to tackle this challenge and make 2023 successful.

December 1, 2022

Affordability a top trend to watch in health for 2023

A heightened focus on affordability is among the seven health and well-being Trends to Watch in 2023, Business Group on Health announced

December 1, 2022
5 areas analysts predict will challenge the insurance industry in 2023

5 areas analysts predict will challenge the insurance industry in 2023

Insurance leaders in 2023 will navigate turbulence not seen since the 2008 financial crisis, according to a predictive analysis from Forrester.

November 7, 2022

Static assumptions do not account for unforeseen risks

How do financial professionals incorporate conversations around the risk of long-term care into their planning?

November 3, 2022

Three ways life insurance can help with LTC needs

Ways to give clients peace of mind without paying a high price.

November 1, 2022
Nearly half applying for long-term care after age 70 are denied, according to insurance group.

Nearly half applying for long-term care after 70 are denied, insurance group says

Nearly half of individuals who apply for traditional long-term care insurance after age 70 are denied by an insurer, according to the American Association for Long-Term Care Insurance.

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