Product Portfolio

  • Is It a Man’s World When It Comes to Retirement Readiness for Gen-X?
    Is It a Man’s World When It Comes to Retirement Readiness for Gen-X?

    How Retirement Readiness Varies by Gender and Family Status: A Retirement Savings Shortfall Assessment of Gen Xers

    by Jack VanDerhei

    Measuring retirement security — or retirement income adequacy — is an extremely important topic. In recent years, there has been an increasing emphasis on the retirement income adequacy of widows and single women.
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  • Customer Service: There Are None So Blind…
    Customer Service: There Are None So Blind…

    Do you hear your audience listening?

    by Bruce Turkel

    I’m sitting in the second row of the big conference room listening to the keynote speaker at a corporate event. Every few minutes the speaker raises his hand and asks the audience if they’ve experienced whatever it is that he’s talking about.
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  • Stalled Sales?
    Stalled Sales?

    Get Unstuck by Engaging in a Strategic Market Analysis

    by Jill J. Johnson

    If you are struggling with sluggish sales, there are two critical areas you must review to address the situation. The first is determining if the slowdown is due to changes in your target market. The second is determining if your sales and promotional approaches are ineffective.
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  • Long Term Care Insurance Industry Paid $10.3 Billion in Claims in 2018
    Long Term Care Insurance Industry Paid $10.3 Billion in Claims in 2018

    Industry passes the $10B mark for the first time

    A record $10.3 Billion in claims was paid last year by the nation's long term care insurance companies according to the American Association for Long-Term Care Insurance. Benefits were paid on more than 303,000 policies.
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  • Part-Time Nation
    Part-Time Nation

    The “Gig Economy” leaves some working Americans financially vulnerable

    In recent years, a greater number of working Americans have left the 9-to-5 career path for the “gig economy,” taking on part-time, contingent, or independent contractor positions. According to the Bureau of Labor Statistics, the proportion of the U.S. workforce employed part-time (i.e., less than 35 hours per week at any one employer) has increased…
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  • LIMRA and LOMA Establish the Robert A. Kerzner Scholarship Program
    LIMRA and LOMA Establish the Robert A. Kerzner Scholarship Program

    From the start, Kerzner was an 'agent of change'

    LIMRA and LOMA today announce the Robert A. Kerzner Scholarship Program, established to honor Robert Kerzner for his contributions to the insurance industry and his years of service as CEO of LIMRA, LOMA, and LL Global.
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  • Investors Sought Out RIAs in 2018 Amid Market Volatility
    Investors Sought Out RIAs in 2018 Amid Market Volatility

    RIAs expect more strong growth in 2019, as they welcome investors seeking advice, attract new talent, and adopt technology that enhances the client experience

    Volatile markets in 2018 drove more investors to seek out the guidance of independent registered investment advisors (RIAs), with RIAs citing nearly 20 percent growth, on average, both in assets and revenues in 2018, TD Ameritrade Institutional1 found in its latest RIA Sentiment Survey.
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  • Data is the Name of the Game
    Data is the Name of the Game

    But how will it play out for insurance?

    by Mark Breading

    CES, which once centered on Consumers and Electronics (per its name), now extends far beyond consumers and focuses much more on software and data than on the electronics and hardware.
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  • Pension Spending Supports 7.5 Million Jobs, $1.2 Trillion in Economic Output
    Pension Spending Supports 7.5 Million Jobs, $1.2 Trillion in Economic Output

    Real estate, food services, health care, and retail sectors see biggest employment impacts

    A new report finds that economic gains attributable to defined benefit (DB) pensions in the U.S. are substantial. Retiree spending of pension benefits in 2016 generated $1.2 trillion in total economic output, supporting some 7.5 million jobs across the U.S. Pension spending also added a total of $202.6 billion to government coffers, as taxes were…
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  • Retirement: Can I Afford It?
    Retirement: Can I Afford It?

    LIMRA Research Finds 4 in 10 Small Businesses Currently Offer Retirement Benefits

    LIMRA research shows Americans’ top financial concern is affording a comfortable retirement and access to a workplace savings plan is the most effective way to get people to start to save for retirement. However when it comes to small businesses (2-99 employees) only 42 percent offer retirement benefits – either along w
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  • Children of Millionaires Want to Inherit Parents’ Values More Than Their Wealth
    Children of Millionaires Want to Inherit Parents’ Values More Than Their Wealth

    Confidence for future wealth is high, but many say they need more financial acumen

    More than nine in 10 Generation Z and Millennial children of millionaires say the most important thing they will inherit is their parents’ values, not their wealth, according to a recent survey by Wells Fargo Private Bank. More than four out of five (84 percent) say they want to sustain and build on their family’s…
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  • Engagement in Well-being Programs Strongly Linked to Greater Employee Loyalty
    Engagement in Well-being Programs Strongly Linked to Greater Employee Loyalty

    How employee pride, and engagement, builds a more positive work experience

    Employees who actively participate in employer-sponsored health and wellness programs are much more likely to be proud to work for their employer and promote their company to others as a great place to work, according to Optum research released today.
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  • New Study Analyzes Teacher Pension Plans In Six States
    New Study Analyzes Teacher Pension Plans In Six States

    Data reveal pensions have important retention impact, providing greater security than 401(k)-style accounts

    A new report finds that teacher pension plans play a critical role in retaining educators while also providing greater retirement security than 401(k)-style retirement accounts.
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