Life Insurance

  • Many Americans Appear to Have a Discouraged Outlook on Retirement, But There’s Hope Many Americans Appear to Have a Discouraged Outlook on Retirement, But There’s Hope

    Social Security limitations, health care costs and planning for expenses contributing to negativity

    Only 21 percent of future retirees say life in retirement will be better, and 28 percent of recent retirees say life is worse in retirement, according to a new Nationwide Retirement Institute® survey (PDF). read more
  • Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge Eight College Teams Set to Take Part in the Finals of the 2017 Financial Planning Challenge

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference

    Students to display their financial planning knowledge at the 2017 FPA Annual Conference DENVER (September 19, 2017) –The Financial Planning Association® (FPA®), Ameriprise Financial and the Certified Financial Planner Board of Standards, Inc. (CFP Board) are pleased to announce the 2017 Financial Planning Challenge finalists. This competition, which is jointly sponsored by the three groups, ... read more
  • The State of Advice: Who’s Missing From This Picture? The State of Advice: Who’s Missing From This Picture?

    What Matters in Advice and Guidance 2017: Spouses, Children and “One-Timers”

    Financial advice and guidance experiences frequently neglect the non-breadwinner spouse, children and “one-timers,” and in doing so, miss a valuable opportunity to connect with consumers... read more
  • Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public

    Four to receive the 2017 Heart of Financial Planning Award

    The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is pleased to recognize Michael Branham, CFP®, Scott M. Kahan, CFP®, Marty Kurtz, CFP® and Tanya Steinhofer, CFP®, CFA as winners of the association’s 2017 Heart of Financial Planning Award. read more
  • AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement AARP and Ad Council Launch Campaign to Empower Millions of Americans to Get on Track for Retirement

    The Campaign Introduces an Interactive Digital Experience that Breaks Down the Challenge of Saving into Simple, Achievable Steps

    Two in five households headed by Americans age 55-64 have no assets saved for retirement, according to the National institute on Retirement Security read more
  • Eight Key Traits of Highly Successful Advisors Eight Key Traits of Highly Successful Advisors

    How a deeper understanding of the industry's competitive advantages can redefine your path to success

    A Special Report based on the latest findings from the third annual Advisor Authority Study commissioned by Jefferson National, operating as Nationwide’s advisory solutions’ business, identifies eight traits of highly successful advisors. read more
  • Financial Planning Association to Advance Focus on Serving Needs of Next Generation Financial Planners Financial Planning Association to Advance Focus on Serving Needs of Next Generation Financial Planners

    Association to partner with Hannah Moore, CFP® on “You’re a Financial Planner, Now What?” podcast to bridge the experience gap faced by new practitioners

    The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is building on its focus to provide young financial planners with the resources and opportunities they need to advance in the profession. read more
  • Retirement Planning Education Program Keeps Planners on Right Side of New Rules Retirement Planning Education Program Keeps Planners on Right Side of New Rules

    CFFP professional designation program takes on challenge of on-again, off-again fiduciary standards

    The College for Financial Planning's (CFFP) newly revised Chartered Retirement Plans Specialist℠ or CRPS® professional designation program will help provide clarity for those confused by the on-again, off-again new fiduciary standards under review by the U.S. Department of Labor (DOL). read more
  • Life Insurance & the Path To Financial Security Life Insurance & the Path To Financial Security

    New ACLI study reveals positive trends in Americans' financial and retirement security Nearly two-thirds of U.S. households are on the right track to financial security

    by PE Kelley

    New research from the American Council of Life Insurers (ACLI) reveals a promising trend among consumers that indicates that more Americans possess a deeper understanding of the importance of a sound financial plan, and the role that life insurance plays in that plan. read more
  • Annuities Now Pay Higher Rates than CDs Annuities Now Pay Higher Rates than CDs

    Plus, they can cut taxes; Fixed annuities pay up to 3.30 percent, tax-deferred

    Interest rates on fixed-rate annuities have risen in 2017, and that's good news for retirement savers, says Ken Nuss, CEO of AnnuityAdvantage, an online annuity marketplace. read more
  • IRI Issues Second-Quarter 2017 Annuity Sales Report IRI Issues Second-Quarter 2017 Annuity Sales Report

    Fixed Indexed Annuity Sales Jump, VA Ticks Up

    The Insured Retirement Institute (IRI) today announced final second-quarter sales results for the U.S. annuity industry, based on data reported by Beacon Research and Morningstar, Inc. read more
  • Gender & The Longevity Risk Gender & The Longevity Risk

    Women Are Three Times More Likely Than Men To Report They Can't Afford To Save For Retirement

    While Middle American men and women share similar feelings of financial security, women are more likely to worry about their personal finances and with good reason: they are three times more likely to say they cannot afford to save for retirement read more
  • Money In Motion: Why Do People Move from One IRA Firm to Another? Money In Motion: Why Do People Move from One IRA Firm to Another?

    Nine percent of all IRA owners transferred their assets to another firm within the last 24 months

    New LIMRA Secure Retirement Institute research finds that 9 percent of all IRA owners transferred their IRA assets to another firm within the last 24 months. read more