Product Portfolio

  • The State Of Grief
    The State Of Grief

    Working to understand the effect of loss on children

    Annually commissioned by the New York Life Foundation to evaluate the bereavement landscape, the 2024 State of Grief Report highlights not only the ongoing need, but also a growing desire, for holistic help and support for those experiencing grief in workplaces, schools, and communities.
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  • State Of Pensions 2024
    State Of Pensions 2024

    U.S. public pension finding to improve in 2024

    State and municipal retirement systems are on track to outperform their investment targets and experience solid improvements to the national average funded ratio in 2024, according to Equable Institute's State of Pensions 2024 report.
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  • The Impact Of Expanding Pre-Deductible Coverage In HSA-Eligible Health Plans On Medication Adherence
    The Impact Of Expanding Pre-Deductible Coverage In HSA-Eligible Health Plans On Medication Adherence

    Expanding pre-deductible coverage increased patient compliance with medication regimens

    A new research report published today by the Employee Benefit Research Institute (EBRI) finds evidence that expanding pre-deductible coverage in health savings account (HSA)-eligible health plans in 2022 increased medication adherence.
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  • Banking On Grandma And Grandpa
    Banking On Grandma And Grandpa

    Canada's grandparents risk their own financial future to support their adult children and grandchildren

    Canadian grandparents are finding themselves caught in a money squeeze, as the high cost of living is having a big impact on both their own finances and the financial support they're providing to two generations – their adult children and their grandchildren.
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  • Milliman Public Pension Funding Index
    Milliman Public Pension Funding Index

    Public pension funded ratio rises to 79.9% in June, in second month of growth

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its latest Public Pension Funding Index (PPFI), which analyzes data from the nation’s 100 largest public defined benefit plans.
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  • Managed Account Platform Consolidation Is Happening, Albeit Slowly
    Managed Account Platform Consolidation Is Happening, Albeit Slowly

    Sponsors must create a path of least resistance to spur advisor adoption

    Since 2020, the segment of platform sponsors that report having achieved a single platform architecture has increased from 14% to 30%, while those indicating ongoing stasis in a multi-platform environment has fallen from 32% to 20%.
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  • Nearly One Third Of Canadian Adults Report Living With A Life Insurance Coverage Gap
    Nearly One Third Of Canadian Adults Report Living With A Life Insurance Coverage Gap

    4 in 10 Canadians say their families would face financial hardship withing six months should the primary wage earner die unexpectedly

    A new study finds 57% of Canadian adults say they have life insurance coverage. This represents a three-point increase from a similar study conducted by LIMRA in 2019.
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  • MIB Life Index
    MIB Life Index

    U.S. mid-year 2024 life insurance application activity flat compared to 2023

    U.S. life insurance application activity ended the first half of 2024 flat at +0.6% Year-to-Date (YTD), with activity in June down -6.4% Year-over-Year (YOY). When taking a historical lookback, 2024 mid-year YTD activity was up +4.9% compared to 2022 and flat at -1.5% compared to 2021.
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  • Ready to Retire?
    Ready to Retire?

    Americans who consult advisors can expect to retire two years earlier

    Americans who work with a financial advisor expect to retire two years earlier and feel significantly more confident about their financial preparedness for the future.
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  • More than One-Third of Financial Advisors Open to Changing Firms
    More than One-Third of Financial Advisors Open to Changing Firms

    True loyalty achieved by meeting core needs and having strong cultural connection

    The aging U.S. financial advisor population, industry consolidation and slowing organic growth rates create potential challenges for future advisor retention.
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  • Corporate Pension Funded Status Sees Sixth Straight Month Of Improvement
    Corporate Pension Funded Status Sees Sixth Straight Month Of Improvement

    Milliman PFI funding ratio rises to 103.7% as of June 30

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its latest Milliman 100 Pension Funding Index (PFI), which analyzes the 100 largest U.S. corporate pension plans.
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  • Falling Mortgage Rates, Rising Supply Create Opportunity for Homebuyers This Summer
    Falling Mortgage Rates, Rising Supply Create Opportunity for Homebuyers This Summer

    Buyers on a $3,000 monthly budget have gained over $20,000 in purchasing power since mortgage rates peaked in the spring

    A homebuyer on a $3,000 monthly budget can afford a $447,750 home with a 6.85% mortgage rate, the daily average as of July 11, according to a new report from Redfin (redfin.com), the technology-powered real estate brokerage.
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  • 2024 Midyear Market Outlook: Still Waiting For The Turn
    2024 Midyear Market Outlook: Still Waiting For The Turn

    Remarkable resilience is tempered by consumer spending and labor market trends

    LPL Financial LLC today released its 2024 Midyear Outlook, “Still Waiting for the Turn.” Expanding on LPL Research’s 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with the potential impact for investment portfolios.
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