- Not All Early Withdrawals Are Consequence-Free
How advisors can get employees back on track
by Joel Mee
The CARES Act, a piece of legislation connected to the COVID-19 stimulus package passed by the U.S. government back in March, was created to assist those experiencing financial hardship due to the pandemic.
read more - Codifying Inclusion & Diversity Into Corporate Cultures
Looking inward to drive lasting industry change
by Mike James
Racial injustice is not new to our country, just as the barriers facing Black and brown individuals are not new to our industry. In the wake of events that remind us just how far we have to go, and as I hear the voices that are calling out injustice, asking questions and articulating ideas to…
read more - Advising People of Color On Retirement Risks
Understanding a client’s cultural background can help create a tailored retirement strategy
by Cecilia Stanton Adams
Understanding a client’s cultural background can help create a tailored retirement strategy by Cecilia Stanton Adams Ms. Adams is Chief Diversity and Inclusion Officer, Allianz Life Insurance Company of North America. Visit www.allianzlife.com Despite many people of color (POC) reporting feeling prepared for retirement, some of the steps they are taking to prepare for retirement…
read more - Financial Planning in a Post-Pandemic World
Investors are anxious… and in need of your help
by Craig Hawley
We have been living with COVID-19 for months now, and uncertainty persists. Many Americans continue to face unemployment, and the labor market remains almost 13 million workers shy of its February peak.
read more - Reimagining Capitalism
How the pandemic has informed new thinking on global economic growth
by Jim McDonald
Every year, we publish our Capital Market Assumptions Five-Year Outlook, which includes six global investment themes we use to identify the trends we see affecting the markets and economy over the next five years.
read more - A Conversation With Gina Birchall
Embracing Life
by P. E. Kelley
September is Life Insurance Awareness Month, the embodiment of a strategic effort by numerous industry constituencies to provide a sharper focus on the importance and immutable efficacy of our life insurance products.
read more - Pandemic Planning
A new virtual reality for benefits open enrollment
by Bob Ruff
It may not have arrived with flying cars, a robot housekeeper or food in a pill, but the future of benefits enrollment is nonetheless upon us. The pandemic, and the difficult economic climate it has created, has moved employers to quickly acclimate to the many challenges of virtual management — including keeping payroll and HR…
read more - Engaging Gen-Z
Five strategies that focus on their health & wealth
by Kevin Robertson
Generation Z, or those born between 1996 and 2012, are joining the workforce at an increasing pace with more than 70 million young adults falling in this generation, and they are taking an active role in managing the intersection of benefits and their finances.
read more - The Income Protection Mindset
What healthcare professionals need to know
by Jeff Brunken
What healthcare professionals need to know by Jeff Brunken Mr. Brunken is President of MGIS, a leading national insurance program manager experienced in building and managing specialized insurance programs for healthcare professions. mgis.com Most working adults would never consider going without a life insurance policy, but disability insurance is still an afterthought for many people.…
read more - The Finance Of Today’s Higher Education
Three tips to maximize college savings
by Jill Erps
On the heels of College Savings Month, September may seem like an odd time to start thinking about college savings. But back-to-school time is the wakeup call most parents need to get serious about planning for their child’s higher education.
read more - Wired For Success
Eight Ways to successfully manage a remote team
by Jeff Swett
Face-to-face interaction has always been an important part of American culture and other cultures around the world. Handshakes, hugs, eye contact, facial expressions and other visual cues are all critical to understanding people, forming opinions, interpreting situations and establishing a strong EQ.
read more - Preparing For Your Passing
How your clients can make smart financial decisions for difficult circumstances
by Ellen Klein
Death may be an uncomfortable subject, but it’s one of the only guarantees in life. As unsettling as it may be, it’s important to prepare for it financially, for your benefit and those left behind.
read more - Big Data Creates Big Opportunities For Your Business
Regardless of size, any enterprise can leverage the power of numbers
by Jill J. Johnson, MBA
Big data is critical to business success because it provides leadership with important insights and information. Large enterprises use sophisticated systems to track data and often have internal analysts on their team to crunch their numbers. Or, they hire outside experts to do it for them.
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