Life Insurance

  • Leveraging Life Insurance for Longevity Leveraging Life Insurance for Longevity

    A value-equation for the prospect of living to 100

    by Rod Rishel

    As consumers continue working on their resolutions this new year, February seems a fitting time to review with them their current and potential financial challenges, and how recent innovation in the life insurance industry has generated cutting-edge solutions. read more
  • Don’t be a Financial Statistic in 2015 … and Beyond Don’t be a Financial Statistic in 2015 … and Beyond

    A disconnect between wanting to plan well... and doing so

    New year resolutions frequently revolve around health and finances. Unfortunately, a recent Forbes magazine poll revealed that less than 10% of Americans actually succeed in keeping their commitments. read more
  • Understanding Spending… and Teaching It Understanding Spending… and Teaching It

    Three Ways a Woman Can Give Herself & Her Children One of the Greatest Gifts

    When it comes to buying power, women are steadily overcoming men. Throughout the next decade, women will control two-thirds of consumer wealth in the United States and will be the beneficiaries of the largest transference of wealth in our country’s history, according to Fleishman-Hillard Inc. read more
  • How Do Your Clients Perceive You? How Do Your Clients Perceive You?

    Investment Advisor offers his clients a broader view
    of what he does for them

    by Jeff Bucher

    On the surface, when people think of an investment advisor, financial planner or retirement planner, what they think of is someone that’s going to assist them with making the selections of their stocks, bonds and mutual funds. read more
  • Insurer Impairments Remain Low, Include First Health Co-Op Impairment Insurer Impairments Remain Low, Include First Health Co-Op Impairment

    While there were no Life/Health impairments in 2014, four have emerged since

    A new A.M. Best report provides an update with the most recent property/casualty (P/C), life/health (L/H) and health and health maintenance organizations (HMO) impairments in 2014. read more
  • A Focus on Compliance Amid New Call to Put Customers First A Focus on Compliance Amid New Call to Put Customers First

     Professionals to Discuss Best Practices and Hone Strategies
    at LIMRA LOMA Event in Virginia

    LIMRA and LOMA announced today that Thomas Selman, executive vice president, Regulatory Policy, and legal compliance officer at FINRA, will deliver opening remarks at the LIMRA LOMA 2015 Regulatory Compliance Exchange, which will take place March 18-20, 2015, in Arlington, Virginia. read more
  • Remissed Connections Remissed Connections

     The Importance of Traditional Follow Up in a Non-Traditional Business World

    by Russell Trahan

    Bryan walked into his office and flipped on the lights. It had been one month since his presentation and proposal submission to an industry-leading executive team, and that morning was to be the date of their decision on whether to retain his firm. read more
  • Financial Services Best Practices Awards Financial Services Best Practices Awards

    The 2014 Monitor Award Winners in the Annuity, Asset Management,
    Banking, Brokerage, Credit Card, Insurance and Retirement Plans

    Corporate Insight, the leading provider of competitive intelligence and user experience research to the financial services industry, announced today the release of its 2014 Monitor Awards. For more than 15 years, Corporate Insight has presented Gold, Silver and Bronze awards to recognize the best and most innovative financial services firms for their digital offerings in the annuity, asset management, banking, brokerage, credit card, insurance and retirement plan industries. read more
  • Common Errors That Can Sink Your Business Common Errors That Can Sink Your Business

    Skills To Start A Practice Aren’t The Same As To Grow It

    The dream of launching a business runs deep in the American psyche, but more often than not those dreams go bust. Half of new U.S. companies fail in their first five years, according to Gallup. read more
  • Changes to the Tax Code and Tips You Need to Know Changes to the Tax Code and Tips You Need to Know

    As Congress Debates Tax Reform, Will the Small Business Community
    Be Included in Any Overhaul of the Tax Code?

    As the American public and millions of small businesses prepare to file their 2014 tax returns, the National Association for the Self-Employed (NASE), the nation’s leading advocate and resource for the self-employed and micro-businesses, today released a list of changes to the tax code along with important tips and resources for filing accurate returns. read more
  • Ineffective Communication Limits Sales Ineffective Communication Limits Sales

    Study: Many People Who Recognize Need for Life Insurance
    Are Often Deterred By Industry, Legal Jargon

    Life insurance companies may be limiting their sales potential by using words and images that do not resonate with consumers and often confuse them, according to a new joint study by LIMRA and Maddock Douglas. read more
  • 5 Tax-Saving Strategies 5 Tax-Saving Strategies

    Overlooked deductions may be costing your clients thousands

    Millions of Americans face a challenge in meeting their budgets every month – not just financially, but also in their time budgets, says investment advisor Reid Abedeen. “Knowledge is power and time is often money, but what if you don’t have the time to empower yourself with knowledge? read more