e-Page2

  • Businesses Bracing for Year of Uncertainty Businesses Bracing for Year of Uncertainty

    Fear of rising protectionism, business interruption & cyber threat

    Companies increasingly worry about the unpredictable business environment where markets are volatile and political perils, such as protectionism or terrorism, are on the rise. read more
  • Longevity And The Pursuit of Higher Returns Longevity And The Pursuit of Higher Returns

    Three ways to help improve participants’ retirement outcomes in a lower-return world

    Individuals already struggling to achieve a financially secure retirement face an intensifying challenge. Not only are they living longer, they are also confronted with declining expectations for long-term returns on their retirement assets. read more
  • LifeMark Partners, Inc. Expands With New BGA Partner: Colorado Brokerage Group, LLC LifeMark Partners, Inc. Expands With New BGA Partner: Colorado Brokerage Group, LLC

    New BGA makes a total of 38 partners for LifeMark

    LifeMark Partners, Inc., one of the nation’s largest independent national insurance marketing organizations, has added a new Broker General Agent (BGA) partner, Colorado Brokerage Group, LLC, privately-owned wholesale financial services organization based in Denver, Colorado. read more
  • The Six C’s of A Visionary Organization The Six C’s of A Visionary Organization

    What was, what is and what will be...

    by Eliakim Thorpe

    Peter and Christine are co-owners who’ve now been in business for more than ten years. They have experienced tremendous growth but recently decided to schedule a meeting to discuss the current state of their organization and how they can remain relevant, competitive, and sustainable in an ever-changing economy. read more
  • 401(k) Plans are a Crucial Tool for Attracting and Retaining Millennial Talent 401(k) Plans are a Crucial Tool for Attracting and Retaining Millennial Talent

    Employers and providers have a long way to go to educate and engage millennials in retirement planning

    A study from Fisher Investments 401(k) Solutions found that eighty percent of millennials say they would prefer to work for a company that offers a 401(k) plan, dispelling a commonly-held belief that millennials are not as interested in 401(k) plans as other generations. read more
  • Just Not There Yet… Just Not There Yet…

    When will mobile-banking really catch on in the U.S?

    Pinxter Digital knows mobile has and will continue to pave the way for advancements in all industries. One particular industry that's made huge mobile strides within the last five years is banking. read more
  • ACA Repeal-and-Delay Would Make Budget Neutrality for Replacement Difficult ACA Repeal-and-Delay Would Make Budget Neutrality for Replacement Difficult

    Setting up a budgetary cliff for replacement legislation

    by Christine Eibner

    As Congress considers options to repeal and replace the Affordable Care Act (ACA), it will need to confront how the federal budget scoring process can affect the fate of legislation. read more
  • Can You Teach Financial and Emotional Confidence? Can You Teach Financial and Emotional Confidence?

    Linking satisfaction in life to behaviors of success

    What does it take to go from stressed and struggling to confident and assertive? A new study by The Guardian Life Insurance Company of America® (Guardian) explores the link between financial confidence and life satisfaction and identifies the specific behaviors that lead to success in these areas. read more
  • The Financial Empowerment of Women The Financial Empowerment of Women

    Inspiring stories from real women on the path to financial success

    The Insured Retirement Institute (IRI) today announced that IRI President and CEO Cathy Weatherford’s new book, “Women and Wealth: Inspiring Stories from Real Women on the Path to Financial Success,” is now available. read more
  • AICPA Announces Updated Body of Knowledge for CPA Financial Planners AICPA Announces Updated Body of Knowledge for CPA Financial Planners

    Integrated Tax-Planning Highlights CPA Financial Planners Unique Skill-set in Uncertain Legislative Environment

    Along with a new administration, 2017 brings the potential for the most significant federal tax reform that Americans have seen in recent history. read more
  • A Prescription for Lower Health Insurance Premiums A Prescription for Lower Health Insurance Premiums

    The need for competition and the dangers of consolidation

    by Jose Almeida, M.D., Miami Vein Center

    With inauguration rapidly approaching, it’s only a matter of time until we start to see administrative changes that will impact virtually every sector of public life, touching on everything from energy policy to trade regulations. read more
  • New Year Starts with Record Highs New Year Starts with Record Highs

    All three major domestic indexes are up

    The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs. read more
  • Attitudes, Behaviors and Concerns of Recent and Long-Term Retirees in America Attitudes, Behaviors and Concerns of Recent and Long-Term Retirees in America

    Retirement planning, support and income

    A new Spectrem Group study that examines the attitudes, behaviors and concerns of recent retirees (those who've been out of the workforce less than a decade) and those retired for 20 years or more, reveals overwhelming satisfaction with their lives in retirement. read more