Life Insurance

  • Ten Common Success Traits for Building and Sustaining Wealth Ten Common Success Traits for Building and Sustaining Wealth

    77 Percent of High Net Worth Surveyed Came From Low- to Moderate-Income Families

    The 2016 U.S. Trust Insights on Wealth and Worth® survey released today found 10 common success traits that create a picture of modern day wealth in America. read more
  • 3 out of 4 Americans Still Do Not Know What a 529 College Savings Plan is 3 out of 4 Americans Still Do Not Know What a 529 College Savings Plan is

    Although awareness is decreasing the majority believe a college degree is Important for future

    Three out of every four Americans (72 percent) still do not know what a 529 college savings plan is, according to the annual 529 Plan Awareness Survey from financial services firm Edward Jones. read more
  • Insurance Websites Not Keeping Pace with Changing Customer Expectations Insurance Websites Not Keeping Pace with Changing Customer Expectations

    Although the Digital Shopping Experience Is Getting Easier, There Is Only Modest Improvement When It Comes to Digital Self-Service Tasks

    Insurer websites are not keeping up with customer expectations, with just over half saying they "definitely will" return to the site for their servicing needs, according to the J.D. Power 2016 Insurance Digital Evaluation Study,SM released today. read more
  • 3.6% Raise in 2015 for Finance Pros, But Potential Skills Gap is Cause for Concern 3.6% Raise in 2015 for Finance Pros, But Potential Skills Gap is Cause for Concern

    Advisors must develop critical leadership skills to be successful; Raises increased slightly less than in the prior year;

    Finance professionals enjoyed a pay raise in 2015, but are concerned that they lack business competencies and skills critical for their job success, according to new research by the Association for Financial Professionals. read more
  • On Client Relations: Glass Half Full or Half Empty? On Client Relations: Glass Half Full or Half Empty?

    A consensus forms on the 'role' of the customer in driving company culture

    by Monique Hesseling

    Over the last few months, SMA partners have facilitated regional round tables for insurers. Attendance was good, food was good, and the conversations were inspirational and passionate. read more
  • Mom Gets a Lousy Half Percent Raise as ‘Salary’ for 2016 Mom Gets a Lousy Half Percent Raise as ‘Salary’ for 2016

    At $65,523, Mom's "salary" isn't close to keeping up with the cost of living. What gives?

    Consider the Job of Being A Mom: After the cards, gifts and well wishes last week for mothers everywhere, Insure.com now presents a sobering view of how we value the ‘job’ they do and the ‘income’ they get paid for doing it. read more
  • Millennials and Gen X Workers Worry More About Disability than Older Workers Millennials and Gen X Workers Worry More About Disability than Older Workers

    Despite a clear concern, only 1/3 of workers own disability coverage

    In the 2016 Insurance Barometer Study 56 percent of consumers said they were concerned about supporting themselves if they became disabled and could not work read more
  • It’s Good To Be A CFP It’s Good To Be A CFP

    Survey of CFP® Professionals Shows Continued High Satisfaction with CFP® Certification, Growing Satisfaction with CFP Board's Public Awareness Campaign

    Certified Financial Planner™ professionals continue to be very satisfied with their career choice and decision to obtain the CFP® certification, and they are increasingly satisfied with the progress of the Public Awareness Campaign run by Certified Financial Planner Board of Standards, Inc. (CFP Board), according to a new survey. read more
  • Northwestern Mutual Celebrates Asian American and Pacific Islander Heritage Month with Tips for Financial Security Northwestern Mutual Celebrates Asian American and Pacific Islander Heritage Month with Tips for Financial Security

    Majority of Asian Americans Have Financial Goals but Need a Plan to Achieve Them

    Recent studies* show 54 percent of Asian Americans hold at minimum a bachelor's degree, making them the most educated ethnic group in the U.S. read more
  • 69% of Sharing Economy Entrepreneurs Received Zero Tax Guidance 69% of Sharing Economy Entrepreneurs Received Zero Tax Guidance

    Concerns about whether they fully understanding financial and tax implications

    The National Association for the Self-Employed (NASE), the nation’s leading advocate and resource for the self-employed and micro-business community, in partnership with American University’s Kogod Tax Policy Center, today released the results of a new, small business survey focused on participation in the sharing economy (which includes platforms such as Uber, Etsy, Lift, AirBnB, among many others). read more
  • How To Connect With Baby Boomer Women How To Connect With Baby Boomer Women

    A 55 year old woman is not just an older version of her 25 year old self

    By Jim Gilmartin

    ...Here is another sad reality about advertising today: Women control an estimated 85% of purchasing decisions in this country, yet over 91% of them feel like advertisers don’t understand them. read more
  • 7 in 10 Find It Harder to Maintain Middle Class Lifestyle 7 in 10 Find It Harder to Maintain Middle Class Lifestyle

    LIMRA conference to explore consumers’ changing priorities and concerns

    A new joint study by LIMRA and Maddock Douglas finds 7 in 10 middle class Americans feel it is getting harder to live a middle class lifestyle today. What does that mean for the financial services industry? read more
  • What’s Bugging Advisors? What’s Bugging Advisors?

    Volatility, political & regulatory changes surge as top concerns; A renewed focus on diversification, planning for the long-term

    Financial advisors were most concerned about market volatility in Q1 2016, according to the latest Fidelity® Advisor Investment Pulse study. read more