Life Insurance

  • Winning Hearts & Minds
    Winning Hearts & Minds

    LIMRA: New approaches to engage consumers

    “How do we win the hearts and minds of today’s consumers?” With that question, Robert A. Kerzner, CLU, ChFC, president and CEO of LIMRA, LOMA and LL Global, opened his speech at the LIMRA Annual Conference and challenged the insurance industry to look at new approaches to engage consumers.
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  • 5 Strategies to Ensure Family Business Success
    5 Strategies to Ensure Family Business Success

    Advisor Shares Tips for Avoiding Common Problems

    Non-family businesses can learn a lot from family businesses, says Henry Hutcheson, a certified Family Business Advisor and founder of Family Business USA consultancy.
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  • Most Workplace Life Insurance Customers are Gen X or Y
    Most Workplace Life Insurance Customers are Gen X or Y

    New LIMRA research sheds informative light on workplace buyers

    A recent LIMRA study finds that 75 percent of workplace life insurance customers belong to either Generations X or Y.
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  • Practice Management: Automation Integration
    Practice Management: Automation Integration

    Increasing advisor adoption of technology across distribution channels

    by Jim Ferrell

    Although agent adoption of technology is gaining steam, many in the insurance industry are wondering how technology adoption can be taken a step further toward technology truly being part of agents’ sales behavior. How can we as an industry build upon existing automation investments and how can we influence behavioral change in the distribution channels that remain paper based?
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  • Succession Planning: Beating the Exit Bubble
    Succession Planning: Beating the Exit Bubble

    5 Tips For Selling Your Business in 2015

    by Tensie Homan

    The majority of business owners are planning on the proceeds from the sale of their business to fund their retirement. However, the 2013 State of Owner Readiness Survey revealed that over 80% of business owners have no formal transition plan.
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  • Most Middle-Income Boomers Rely on Skilled Professionals…
    Most Middle-Income Boomers Rely on Skilled Professionals…

    ... Just Not Those in Financial Services

    While most middle-income Baby Boomers have a hairdresser (73%), hired a mechanic (66%), or retained a handyman (52%), only about four in 10 (41%) use the services of a financial professional, according to a new study commissioned by the Bankers Life Center for a Secure Retirement ® (CSR).
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  • The Two Secrets To Success
    The Two Secrets To Success

    Competency Is Table Stakes.

    by Bruce Turkel

    Many people complain about the various forces keeping them from success. But it’s becoming more and more clear that the things that hold us back from success are not external factors but our own fears, insecurities, and concerns.
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  • How to Do What You Really Want for a Living
    How to Do What You Really Want for a Living

    A Blueprint for Rethinking Your Earning & Distribution Years

    What does it take to be comfortable during retirement? Conventional wisdom calls it the 4 percent rule – withdrawing about that amount from your nest egg each year to live comfortably. And, for that, millions of Americans believe they need to stick to a job they don’t like during their earning years.
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  • Staff and Technology – the Perfect Pair
    Staff and Technology – the Perfect Pair

    As your business relies more on technology, understanding its scope becomes more important

    by Julie Patterson

    Technology can play a role in your practice and either help you run your business, or make it feel as though you are in an all-terrain vehicle running over crater-sized potholes at every turn. The latter can cause frustration, angst, and be a major source of inefficiency (and lost revenue!) within your practice.
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  • Not So Brady: Today’s Blended Families Are a Financially Challenged Bunch
    Not So Brady: Today’s Blended Families Are a Financially Challenged Bunch

    Allianz LoveFamilyMoney Study Uncovers Significant Hurdles to Financial Security, Highlights Steps for Success

    The Brady Bunch painted an enviable picture when it came to the blended family – happy, well off (even affording a live-in maid) and facing only trivial life problems.
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  • Focus On Life Insurance: Mixed Earnings Expected
    Focus On Life Insurance: Mixed Earnings Expected

    Major U.S Insurers showing mixed-bag between growth, decline for Q3 2014

    Analysts foresee a roughly even mix of year-over-year EPS growth and decline for the 10 largest publicly traded U.S. life insurers ranked by total equity, according to an SNL analysis of third-quarter earnings estimates.
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  • A Digital Account-Review Appoinment?
    A Digital Account-Review Appoinment?

    CLS Investments to Offer Quarterly Video Statements for Financial Advisors to Use in Client Reporting

    CLS Investments' personalized video statements are available on digital and mobile platforms and include a review of the individual's portfolio movements throughout the quarter, the most notable market activity from the previous quarter, and how CLS reacted to said activity.
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