Product Portfolio

  • Codifying Retirement Readiness
    Codifying Retirement Readiness

    Prudential Retirement calls on the workplace to support savings at every life stage

    Congress is making it easier for more workers to save for retirement and create lifetime income. As America Saves Week kicks off on Feb. 24, Prudential Financial, Inc. (NYSE: PRU) is supporting our government’s call for retirement readiness by amplifying the role of the workplace in financial wellness.
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  • Top-Line Growth in U.S. Life/Annuity Industry Remains Elusive Despite Overall Stability
    Top-Line Growth in U.S. Life/Annuity Industry Remains Elusive Despite Overall Stability

    Building capital despite uncertainties

    The U.S. life/annuity industry continued to perform well in 2019, building capital despite significant uncertainty in the macro-environment, but the ability for insurance companies to achieve top-line growth remains a top concern in 2020, according to AM Best’s 2020 Review/Preview market segment report.
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  • Key Provisions of SECURE Act Projected to Reduce Retirement Deficit by More Than $100 Billion
    Key Provisions of SECURE Act Projected to Reduce Retirement Deficit by More Than $100 Billion

     Good news for workers currently aged 35-39

    A new EBRI study finds that key provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) could reduce the U.S. retirement deficit by 3 percent or $115 billion for households between ages 35 and 64.
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  • Unlocking The Emerging Millennial and Gen X Market
    Unlocking The Emerging Millennial and Gen X Market

    What they really need... and how you can attract, retain and drive 'client satisfaction' for these new investors

    A new Special Report from the fifth annual Advisor Authority study commissioned by Nationwide Advisory Solutions, takes an in-depth look at the emerging market of Millennial (ages 18 – 38) and Generation X (ages 39 – 54) investors with investable assets of $100,000 or more—exploring the unique characteristics that differentiate them from each other and…
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  • L’eggo My Ego!
    L’eggo My Ego!

    How  some very common 'ego needs' can squelch a leaders influence... and effectiveness

    When your ego is in charge, you're not leading or influencing from a place of pure power. That's why Karen McGregor says it's vital for every leader to recognize the ego's ten biggest needs and be on the lookout for them at work and in our personal lives.
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  • Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning
    Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning

    New study by Secure Retirement Institute and Society of Actuaries examines Latin American consumer attitudes and behavior about retirement security.

    A new study conducted by Secure Retirement Institute® (SRITM) and the Society of Actuaries (SOA) finds 64% of Latin American adults expect to have significant gaps in their retirement funds when they turn 60, and 52% don’t believe the income from their government-funded pension (Social Security) and their employer-sponsored pension will cover basic living expenses.
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  • A Change Will Do You Good
    A Change Will Do You Good

    Nine steps to lead your team through uncertain times

    by Kate Zabriskie

    If there is one thing about business that doesn’t change, it’s that business will always change! Be it through the advent of new technology, loss of a key employee, new laws that govern the way your industry does business, or even a takeover by another company. No matter what the change may be, the last…
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  • The Ballooning Costs Of Long Term Care
    The Ballooning Costs Of Long Term Care

    14 million people need long-term care today; By 2030 that will be 24 million

    An estimated 14 million people in the United States currently need long-term support services.[1] According to the Department of Health and Human Services (HHS), 7 in 10 seniors reaching 65 years old are now expected to need some type of long-term care (LTC) before the end of their life.
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  • 2019 Total Annuity Sales Reach Highest Levels Since 2008
    2019 Total Annuity Sales Reach Highest Levels Since 2008

    2019 fixed indexed annuity sales break all-time record thanks to strong performance in the first half of the year

    Total annuity sales were $241.7 billion in 2019, an increase of 3% over 2018 results, according to the Secure Retirement Institute® (SRITM) Fourth Quarter U.S. Annuity Sales Survey. This represents the highest annual annuity sales recorded since 2008.
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  • Debt, Saving & Taxes
    Debt, Saving & Taxes

    Can employers play a role in the management of student loan repayment?

    More Americans say employers have a role in paying off student loans than providing for retirement in a new consumer mindset report by Hearts & Wallets. The Attitudes & Sentiment: Consumer Beliefs to Guide Strategic Decisions and New Product Development report examines consumer goals, sentiments, concerns and attitudes toward saving and investing.
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  • New Decade Promises Expansion and Diversification of Voluntary Benefits
    New Decade Promises Expansion and Diversification of Voluntary Benefits

    In a competitive labor market, benefits become the great equalizer

    The voluntary benefit industry is poised for accelerated expansion and increased adoption over the next decade as talent attraction and retention continue to be top priorities for employers, according to Trey Loughran, chief executive officer of Purchasing Power®, a voluntary benefit company that offers the leading employee purchase program.
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  • Advisor Group Announces Completion Of Merger With Ladenburg Thalmann Financial Services
    Advisor Group Announces Completion Of Merger With Ladenburg Thalmann Financial Services

    Creating one of the industry's largest network Of wealth management firms

    Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful completion of its merger agreement with Ladenburg Thalmann Financial Services Inc., a diversified financial services company based in Miami that includes five independent advisory and brokerage firms.
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  • The State Of Term Insurance
    The State Of Term Insurance

    Milliman survey reveals 25 out of 28 companies use or plan to use accelerated underwriting in term life insurance

    Milliman survey reveals 25 out of 28 companies use or plan to use accelerated underwriting in term life insurance SEATTLE, Feb. 13, 2020 /PRNewswire/ — Milliman, Inc., a premier global consulting and actuarial firm, recently released the results of its biennial broad-based survey on term life insurance. The survey captured historical data for key industry…
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