Life Insurance

  • Women, Emotion & Money
    Women, Emotion & Money

    Understanding Underlying Feelings Can Free Women for Financial & Personal Success

    Everyone has a relationship with money, but for women, it’s much more fraught with emotion, says Meriflor Toneatto. When we avoid and ignore those emotions, we allow them to quietly guide our decision-making – which inevitably holds us back.
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  • The Man Who ‘Out-Crooked’ Nixon Finally Tells His Story
    The Man Who ‘Out-Crooked’ Nixon Finally Tells His Story

    Dubbed ‘America’s Greatest Bank Burglar’ by the FBI, Amil Dinsio Has Become a Subculture Folk Hero

    More than four decades after the FBI’s most-wanted burglar stole $12 million from the nation’s most infamous president in modern history, Amil Dinsio is finally telling his side of the story.
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  • Effecting Comprehensive Tax Reform
    Effecting Comprehensive Tax Reform

    The Status Quo

    by Nevin Adams

    While the prospects for “comprehensive tax reform” may seem remote in this highly charged election year, the current tax preferences accorded employee benefits continue to be a focus of much discussion among policymakers and academics.
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  • Successful Succession?
    Successful Succession?

    Advisor Retirement Survey Finds Lack of Preparedness  Detrimental to Effective Succession Planning

    CLS Investments, LLC ("CLS"), a third party money manager and a leading manager of exchange-traded funds ("ETFs") within individual investor portfolios, has released survey results on a study it did of its affiliated advisors, focused on the advisor's own retirement plans and objectives. The survey, conducted in the first quarter of 2014, surveyed 117 independent financial advisors from across the country.
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  • Insurers’ Use of Social Media Has Jumped More Than 50 Percent Since 2010
    Insurers’ Use of Social Media Has Jumped More Than 50 Percent Since 2010

    A robust 75% participate in social media strategies

    A new LIMRA survey finds that 93 percent of life insurance companies had social media programs in place in 2013, up 55 percent from 2010 (when only 60 percent of companies used social media).
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  • U.S. Middle Market Companies Looking to Hire
    U.S. Middle Market Companies Looking to Hire

    A compelling investment opportunity

    Conditions are ripe for investments at medium-sized enterprises over the next six months, according to the inaugural American Express Survey of Mid-sized Companies. Revenues are reported to be up year-over-year (70%) and a large majority (91%) of U.S. middle market companies are confident they can access the capital they need to grow. More than eight-in-ten firms (81%) plan to make an investment in human capital and hire staff over the next six months.
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  • Building Today’s Wealth Management Firm
    Building Today’s Wealth Management Firm

    The new role of a firm leader…and how to get there

    by Mark Sullivan

    For generations, the role of a managing partner, or general agent for those who started their careers on the insurance side of financial services, has been thought of as the pinnacle of career growth for managers and advisors that wish to have a firm of their own.
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  • Assessing the Impact of the Dodd-Frank Act Four Years Later
    Assessing the Impact of the Dodd-Frank Act Four Years Later

    Testimony: Haphazard implementation has allowed unintended consequences

    Anthony Carfang, Partner, Treasury Strategies, Inc. testified Wednesday at the U.S. House of Representatives on "Assessing the Impact of the Dodd-Frank Act Four Years Later." Treasury Strategies supports the House's Committee on Financial Services efforts to ensure the Dodd-Frank Act and all other financial regulation is implemented in a manner that supports a stable and robust financial system.
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  • Employee Benefits: Today, Tomorrow, and Yesterday
    Employee Benefits: Today, Tomorrow, and Yesterday

    Understanding, and serving, an evolving & multi-generational workplace

    News from the Employee Benefits Research Institute

    While much has changed with health and retirement benefits during the past three decades—the first generation of the main federal law governing private-sector benefits, the Employee Retirement Income Security Act (ERISA)—many of the issues that were present at the founding of the nonpartisan Employee Benefit Research Institute (EBRI) remain with us today.
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  • Why don’t more women feel successful in their careers?
    Why don’t more women feel successful in their careers?

    Majority of women happy with lives, but only one quarter feel successful

    While U.S. women hold 50 percent of professional jobs and 35 percent of managerial roles, research points out that this group still doesn't declare themselves successful. One possible explanation is the uncomfortableness and confliction women face when it comes to power.
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  • Upside Potential, Flexibility Combine  to Strengthen Today’s IUL
    Upside Potential, Flexibility Combine to Strengthen Today’s IUL

    Balancing risk and growth, products continue an upward trend

    by Tim Heslin

    Two years ago, an article on the Fox Business website referred to index universal life insurance (IUL) as “an emerging and fast-growing contract design” that “may come very close to being the ideal contract for most consumers in today’s interest and overall market environment.”
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  • 3 Ways to Get Your Audience Engaged  with Your Brand This Summer
    3 Ways to Get Your Audience Engaged with Your Brand This Summer

    Marketing Strategies Should Adapt to Fit the Season, Says Skywriting CEO

    It’s summertime and whether or not people have vacation time to spare, they still behave accordingly, says advertising entrepreneur Patrick Walsh.
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