Product Portfolio

  • The New Retirement: Freedom, Flexibility & Financial Security The New Retirement: Freedom, Flexibility & Financial Security

    Americans approaching retirement share their vision of ‘Success’ for their post-career lives

    Americans approaching retirement are focused on more than just the amount of their nest egg, according to the new TIAA Transition to Retirement Survey. read more
  • U.S. Single Premium Pension Buy-out Sales Surpass $1.4 billion in the First Quarter U.S. Single Premium Pension Buy-out Sales Surpass $1.4 billion in the First Quarter

    This quarter marks the eighth consecutive quarter of $1 billion or more in sales

    This quarter marks the eighth consecutive quarter of $1 billion or more in sales WINDSOR, Conn., May 24, 2017— U.S. single premium pension buy-out sales totaled $1.4 billion in the first quarter 2017, a 31 percent increase compared with prior year results, according to LIMRA Secure Retirement Institute’s quarterly U.S. Group Annuity Risk Transfer Survey. ... read more
  • Accident Insurance? Add It To Your Portfolio! Accident Insurance? Add It To Your Portfolio!

    Why this hot product offers more value than ever — no matter what happens with health care reform

    by Steve Hesler

    By the time you read this, repeal-and-replace health care reform legislation will either be a done deal, a dead duck or somewhere in between. But here’s the kicker: It doesn’t matter, because a competitive employee benefits program is about much more than medical insurance. read more
  • Optional Benefits – Changing a No to a Yes Optional Benefits – Changing a No to a Yes

    Connecting with your employees through benefits

    Recent LIMRA focus groups* show that many individuals who were confident in their decision to not purchase optional benefits, such as short-term disability and critical illness plans, reconsidered their decision once they had received more information on what those plans covered. read more
  • Paying For Health Care Today Paying For Health Care Today

    Pre-Tax Premiums May Have Employees Singing the Post-Tax Blues

    by Matt Gerard, J.D.

    Employers who offer fixed indemnity health coverage or wellness programs to their employees may consider reassessing how that coverage is administered in view of a recent Internal Revenue Service (IRS) internal memorandum that examines the tax treatment of benefits paid by fixed indemnity health plans. read more
  • Americans With Financial Advisors Feel Significantly More Prepared For Retirement, Optimistic about the Economy and Less Stressed Americans With Financial Advisors Feel Significantly More Prepared For Retirement, Optimistic about the Economy and Less Stressed

    Guess what? Financial guidance is good... very good

    New findings from Northwestern Mutual's Planning & Progress Study revealed that Americans who receive guidance from financial advisors feel markedly more prepared for retirement. read more
  • Can a Negative Leader Become a Positive Leader? Can a Negative Leader Become a Positive Leader?

    Seven Leadership 
Tips That Make People Feel Great and Achieve Incredible Results

    Any business leader will tell you that running a world-class organization is no easy feat. It's challenging to work toward a vision and create a positive future for you and your team, especially since you are guaranteed to face all kinds of challenges, adversity, negativity, and tests along the way. read more
  • Inflation Fears Remain Subdued as Advisors Continue to Focus on Regulatory and Political Developments Inflation Fears Remain Subdued as Advisors Continue to Focus on Regulatory and Political Developments

    More advisors should be talking about long-term inflation risks, especially for older investors

    For the past three years, Fidelity has explored issues that are top-of-mind for advisors through its quarterly Fidelity® Advisor Investment Pulse survey. It found that topics like the government and economy, portfolio management, market volatility, and interest rates consistently rank at the top of advisors’ list of concerns. read more
  • Retirement and the Health Factor Retirement and the Health Factor

    Voya Financial releases findings on Americans' understanding of health care costs in retirement

    Voya Financial, Inc. (NYSE: VOYA), today released an educational white paper and findings from a recent survey examining Americans' understanding of health care costs in retirement. read more
  • For Young Adults: A Crushing Load, Compromised Dreams For Young Adults: A Crushing Load, Compromised Dreams

    Student loan debt postpones dreams, threatens financial security

    College graduates say a crushing load of student loan debt is compromising their ability to buy a home, begin saving for retirement, or even start families, according to a recent survey from Prudential Financial, Inc. read more
  • Disparities in Key Financial Behaviors Among Ethnic Groups in the Workforce Disparities in Key Financial Behaviors Among Ethnic Groups in the Workforce

    Cycle of Low Financial Wellness for many African American and Hispanic/Latino American Employees

    The latest study from Financial Finesse, Optimizing Financial Wellness for a Diverse Workforce, sheds new light on the financial behaviors of different ethnic groups in the workforce. read more
  • Four Common Business Blunders Four Common Business Blunders

    ... And how they can make a real mess of your brand

    On a November day in 2008, three automotive-industry CEOs flew from Detroit to Washington, D.C., on a mission they insisted was crucial to their companies’ survival. read more
  • More Than 25% of Medicare Beneficiaries Face High Out-Of-Pocket Costs More Than 25% of Medicare Beneficiaries Face High Out-Of-Pocket Costs

    Benefits exclusions, uncapped cost-sharing leave sick and poor exposed to gaps

    More than one-fourth (27%) of all Medicare beneficiaries—an estimated 15 million elderly and disabled people—spent 20 percent or more of their household income on out-of-pocket medical expenses and monthly premiums in 2016, according to a new Commonwealth Fund study. read more