Life Insurance

  • 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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  • Reaching Gen Y…In Politics and Insurance
    Reaching Gen Y…In Politics and Insurance

    Using predictive modelling to find your way 'behind the screen'

    When it comes to reaching Gen Y, LIMRA research reflects the same results as found by David Plouffe, campaign strategists for President Barack Obama's 2008 and 2012 presidential campaigns.
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  • From the SOA Sessions: Together We Progress
    From the SOA Sessions: Together We Progress

    Society of Actuaries kicks off its annual meeting & exhibit

    by P.E. Kelley

    Orlando FL. - The Society of Actuaries kicked off it annual meeting and exhibit in Orlando, Florida Sunday with a message of unity and progress. The event, which is hosting more than 2,000 members, will showcase the organization's progress on many levels: for the profession, for the business that it supports and for society in general.
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  • LIMRA’s Kerzner: Consumers Are Changing – We Must As Well
    LIMRA’s Kerzner: Consumers Are Changing – We Must As Well
    Robert A. Kerzner, CLU, ChFC, president and CEO of LIMRA, LOMA and LL Global, opened the 98th LIMRA Annual Conference in New York, examining changes in consumers’ demographics – and expectations – and exploring the impact on the financial services industry.
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  • Advising Special Needs
    Advising Special Needs

    Demand for specialized financial advice is on the rise

    The demand for financial advice for special needs families rises as special needs children’s lifespans lengthen and the frequency of some developmental disabilities grows.
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  • Which Source of Power Can You Leverage?
    Which Source of Power Can You Leverage?

    Utilizing your optimal source of power creates effective leadership

    Can power make women successful, defined leaders, and help them continue to enhance the world? Joann M. Eisenhart, Ph.D., senior vice president of human resources, facilities and philanthropy at Northwestern Mutual has taken an in-depth look at women, power and success through a series of white papers.
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  • Life and Annuity Companies Prefer Simplified Approach to Allocating Costs
    Life and Annuity Companies Prefer Simplified Approach to Allocating Costs

    However, Top Performers Show a Different Tendency

    Ward Group, an Aon Hewitt company and the leading provider of benchmarking and best practices research studies for the insurance industry, today released findings from its study of cost allocation practices at life and annuity insurers. The results show that companies tend to prefer using simplified approaches for the basis of allocating costs throughout the organization rather than complex, multi-driver formulas.
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  • 4 Principles for Staying Cool  Under Pressure – and Succeeding
    4 Principles for Staying Cool Under Pressure – and Succeeding

    Athlete/Surgeon Shares Tips for Becoming a ‘Super Performer’

    We all ask ourselves the same desperate question from time to time: How am I going to make this work?!
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  • How Today’s Families are Using Advisors
    How Today’s Families are Using Advisors

    Statistically Significant Findings For Traditional & Modern Families

    Modern families who have used a financial professional report higher financial security than those who never used a financial professional. However, traditional families who used a financial professional report higher financial security than those who never used a financial professional and all modern families.
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  • Advising the Family Business
    Advising the Family Business

    Strategies for success, avoiding common pitfalls

    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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  • Life Happens Celebrates 20 Years
    Life Happens Celebrates 20 Years

     Nonprofit promotes the importance of personal financial responsibility

    Two decades ago, seven insurance producer organizations recognized that more needed to be done to educate the public about the importance of insurance planning and the value of working with a professional insurance agent.
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  • Women & Money
    Women & Money

     How money directly Impacts her overall satisfaction in life

    Do women have different relationships with money than men? Very definitely, yes, says entrepreneur and business coach Meriflor Toneatto.
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