Life Insurance

  • Payment, Tech Companies May Give Banks a Run for the Money Payment, Tech Companies May Give Banks a Run for the Money

    Consumers growing more comfortable using them for financial activities

    The latest Expectations & Experiences consumer trends survey from Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, finds a substantial number of consumers are comfortable using nonfinancial providers for essential activities such as paying bills, transferring money to others, and taking out loans. read more
  • Why Is Income Inequality Rising in Rich Countries? Why Is Income Inequality Rising in Rich Countries?

    New Oxford Martin School and Citi GPS Report Assesses How and Why This Should Be Taken Seriously

    Citi research in partnership with the Oxford Martin School, University of Oxford have published a new Global Perspectives and Solutions (GPS) report highlighting how inequality has been increasing within the rich countries of the OECD, with potentially far-reaching economic, social and political implications. read more
  • For Life & Health Carriers, Time to Close the Digital Gap For Life & Health Carriers, Time to Close the Digital Gap

    To ignore the wave of reinvention and rebuilding the customer-experience puts the industry at a distinct disadvantage

    by Giuliano Altamura

    Consumer interaction with insurance providers is evolving rapidly and this is no less true in the health and life insurance sector. With the insurance industry representing 2.7% of GDP in the US , there is unprecedented pressure on carriers, brokers and agents alike to up their game if they want to stay in the running in the digital world. read more
  • Long-Term Planning Leads to Improving Financial Confidence Among Hispanic Small Business Owners Long-Term Planning Leads to Improving Financial Confidence Among Hispanic Small Business Owners

    Survey: As their businesses continue to grow, owners should shift their focus to the future

    Today's Hispanic small business owners feel their businesses are financially stable, but as they build success, they should turn their focus to the future. read more
  • Many Americans Appear to Have a Discouraged Outlook on Retirement, But There’s Hope Many Americans Appear to Have a Discouraged Outlook on Retirement, But There’s Hope

    Social Security limitations, health care costs and planning for expenses contributing to negativity

    Only 21 percent of future retirees say life in retirement will be better, and 28 percent of recent retirees say life is worse in retirement, according to a new Nationwide Retirement Institute® survey (PDF). read more
  • Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference DENVER (September 19, 2017) –The Financial Planning Association® (FPA®), Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) are pleased to announce the 2017 Financial Planning Challenge finalists. This competition, which is jointly sponsored by the three groups, ... read more
  • The State of Advice: Who’s Missing From This Picture? The State of Advice: Who’s Missing From This Picture?

    What Matters in Advice and Guidance 2017: Spouses, Children and “One-Timers”

    Financial advice and guidance experiences frequently neglect the non-breadwinner spouse, children and “one-timers,” and in doing so, miss a valuable opportunity to connect with consumers... read more
  • Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public

    Four to receive the 2017 Heart of Financial Planning Award

    The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is pleased to recognize Michael Branham, CFP®, Scott M. Kahan, CFP®, Marty Kurtz, CFP® and Tanya Steinhofer, CFP®, CFA as winners of the association’s 2017 Heart of Financial Planning Award. read more
  • AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement

    The Campaign Introduces an Interactive Digital Experience that Breaks Down the Challenge of Saving into Simple, Achievable Steps

    Two in five households headed by Americans age 55-64 have no assets saved for retirement, according to the National institute on Retirement Security read more
  • Eight Key Traits of Highly Successful Advisors Eight Key Traits of Highly Successful Advisors

    How a deeper understanding of the industry's competitive advantages can redefine your path to success

    A Special Report based on the latest findings from the third annual Advisor Authority Study commissioned by Jefferson National, operating as Nationwide’s advisory solutions’ business, identifies eight traits of highly successful advisors. read more