Life Insurance

  • Investors Want to “Like” Their Advisors on Facebook Investors Want to “Like” Their Advisors on Facebook

    How Social-Connectivity is trickling up

    Affluent investors expect their financial providers and advisors to be accessible via mobile technologies, and actively engaged on social media including Facebook, LinkedIn and YouTube, according to a new study by Spectrem Group. read more
  • For Financial Advice- Seek, And You Will Find For Financial Advice- Seek, And You Will Find

    Fidelity® Research Finds Emerging Affluent Are Nearly Twice as Likely as Millionaires to Search for an Advisor Online

    New Fidelity research finds that emerging affluent investors are nearly twice as likely as millionaires to find a new financial advisor through internet research and more likely than millionaires to find a new advisor through social media. read more
  • Wells Fargo Launches New Innovation Group Wells Fargo Launches New Innovation Group

    A cross-functional organization aims at the leading edge of technological innovation in financial services

    Wells Fargo (NYSE:WFC), long a leader in delivering innovative products, services, and technology to its customers, today announced the formation of a new Innovation Group, which will work in partnership with its major businesses to meet evolving customer needs and stay ahead of the shifting competitive landscape. read more
  • Consumers’ Slow March toward Optimism Continues Consumers’ Slow March toward Optimism Continues

    Typical Shopper Sentiment Decline in Q2 Follows Surge of Optimism in Q1

    Consumers rang in the new year full of optimism, but with nearly seven months of 2015 under their belt, this sunny outlook has faded a bit. read more
  • The Art and Business of Selling Ties The Art and Business of Selling Ties

    Be careful not to create products that no one wants to buy

    by Bruce Turkel

    Frank Kiick was one of the best-dressed men I ever met. His shirts and suits were always immaculate and recisely tailored to fit his lanky frame. read more
  • Advisors Use Robo-Advice for Older and Wealthier Clients Advisors Use Robo-Advice for Older and Wealthier Clients

    Contrary to Popular Belief, Reality is Far Different from Perception

    According to Jefferson National’s inaugural Advisor Authority study on innovative advisor behavior, Registered Investment Advisors (RIAs) and fee-based financial advisors who currently use robo-advice are employing the tools for both their wealthier and older client segments—contrary to popular belief. read more
  • IRI Proposes Changes to the DOL’s Fiduciary Rule IRI Proposes Changes to the DOL’s Fiduciary Rule

    Proposal Would Limit Consumer Choice by Restricting Access to Annuities and Depriving Savers of Retirement Planning Advice

    The Insured Retirement Institute (IRI) today submitted a comment letter to the Department of Labor (DOL) regarding the DOL’s proposed fiduciary rule. read more
  • DOL Suitability Standard Spurs Conflict DOL Suitability Standard Spurs Conflict

    New rules makes compliance murkier, as advisors encounter mixed messages

    by Allana Ritchie

    Financial advisors trying to follow new rules from the Department of Labor may encounter mixed messages from regulatory agencies and find it a tall order to meet future compliance demands. read more
  • Valued Advisors & The Happiness Factor Valued Advisors & The Happiness Factor

    Study finds direct correlation between professional guidance and financial security in retirement

    The majority (69%) of U.S. adults are taking a self-directed approach to planning which may be exacerbating already complex financial challenges, according to new findings from Northwestern Mutual's 2015 Planning & Progress Study released today. read more
  • What You Need to Know About Insurance Fraud What You Need to Know About Insurance Fraud

    Between Buyer Fraud and Seller Fraud, a $30 billion problem

    Insurance fraud is big business. At $30 billion annually, insurance fraud would be a giant revenue producer — if it weren’t illegal. read more
  • Insurance and Reinsurance Market Conditions Set the Scene for Further Takeover Activity Insurance and Reinsurance Market Conditions Set the Scene for Further Takeover Activity

     Industry consolidation to remain at the forefront of the management agenda

    Merger and takeover activity is likely to continue in the coming months as (re)insurers increasingly seek ways to deploy capital and create scale against a backdrop of ongoing soft market conditions and weak investment returns. read more
  • A Treatise On Leadership A Treatise On Leadership

    If it's going to work, accountability has to be a two way street

    by Nathan Jamail

    Every election politicians say that the government leaders need to be held accountable. Every turn of the calendar people make New Year’s resolutions. And every year organizations tell their leaders, “We need to hold our people to their words and actions.” read more
  • AIG Expands Presence in Chinese-American Life Insurance Market AIG Expands Presence in Chinese-American Life Insurance Market

    Focus is on agent recruitment, partner support and client service

    American International Group, Inc. (NYSE: AIG), the global insurance organization that traces its roots back to the establishment of a small insurance agency in China nearly a century ago, has launched a sweeping initiative to expand access to life insurance for Chinese-American consumers in the United States. read more