Product Portfolio

  • Company Debts At Record High And Estimated To Keep Growing
    Company Debts At Record High And Estimated To Keep Growing

    Debts Soared to $8.3 Trillion by January 2020, Even Before Pandemic Struck and Are Estimated to Jump by a Further $1 Trillion This Year

    Debts Soared to $8.3 Trillion by January 2020, Even Before Pandemic Struck and Are Estimated to Jump by a Further $1 Trillion This Year Debt Study provided by Janus Henderson Investors in their first annual Corporate Debt Index survey July 13, 2020 — DENVER–(BUSINESS WIRE)–Janus Henderson Investors (NYSE/ASX: JHG) announced today the results of its…
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  • Generating New Family Conversations Around Financial Matters
    Generating New Family Conversations Around Financial Matters

    How a crisis became a financial wake-up call

    Two-thirds (67%) of Americans say that the pandemic has been a wake-up call for them to reevaluate their finances, according to a new study by Life Happens, a nonprofit dedicated to educating consumers about the importance of life insurance and other related products for sound financial planning.
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  • Living With A Purpose
    Living With A Purpose

    Rebuilding your practice in a post-COVID world

    by Roger Vierra

    "Living with Purpose" --- even before the phrase became our team's mantra, it was our guiding principal with every conversation, research project or presentation we shared with clients. And, especially during uncertain times like today, "living with purpose" motivates us to make a positive impact on the lives of those who oversee or benefit from…
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  • Why Retirement Income Planning Matters
    Why Retirement Income Planning Matters

    Advisors, consumers did not see the COVID crash coming

    Despite growing attention to the coronavirus in the run up to the March stock market crash, the sixth annual Guaranteed Lifetime Income Study (GLIS) by Greenwald & Associates and CANNEX finds that few clients or advisors believed a market downturn was very likely in 2020. Similar to findings from previous periods of market volatility, the…
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  • Investment in Technology Key to Winning War for Financial Advisor Talent
    Investment in Technology Key to Winning War for Financial Advisor Talent

    What are the deliverables that meet today’s advisor needs?

    Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction Study, released today, the successful execution of that investment will be key to firms’ ability…
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  • Tax Changes Are Causing Americans Concern
    Tax Changes Are Causing Americans Concern

    Later deadline isn’t necessarily better

    With this year’s new tax deadline (July 15) quickly approaching, Americans are concerned about taxes but it’s not about filing on time1. Nearly 7 out of 10 consumers are concerned that a change in taxes will have an impact on their retirement savings according to research from Lincoln Financial Group (NYSE: LNC). And yet, less…
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  • World Insurance: Riding Out The Storm
    World Insurance: Riding Out The Storm

    Perspective: Life insurance market will be hit hardest

    The COVID-19 pandemic will spark the deepest recession since the 1930s, and we forecast that global gross domestic product (GDP) will contract by around 4% in 2020. This will lead to a slump in demand for insurance this year, more so for life (we estimate that premiums volumes will shrink by 6%) than non-life (‒0.1%)…
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  • With Most Businesses Operating at a Reduced Capacity, Normalcy is a Ways Off
    With Most Businesses Operating at a Reduced Capacity, Normalcy is a Ways Off

    Despite a subdued economic outlook, businesses remain confident in themselves and most expect to thrive

    Amidst an unprecedented global pandemic and disruptions to the economy, more than 1 in 2 business leaders (53%) expect their companies to return to normal in the next 12 months, according to JPMorgan Chase’s Business Leaders Outlook Pulse Survey released today. The majority of business leaders remain hopeful in the face of adversity: while most…
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  • 86% of Middle-Income Households Financially Impacted by COVID-19
    86% of Middle-Income Households Financially Impacted by COVID-19

    No surprise: Good financial habits may protect families from greater financial impact

    A new survey finds that 51% of the middle-income families who have been financially impacted by the economic fallout of the coronavirus pandemic are concerned about running out of money to pay for basic necessities by year-end. The national survey released today by Primerica, Inc. (NYSE:PRI), a leading provider of financial services to middle-income families…
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  • Social Distancing Measures Challenge Advisors’ Practices
    Social Distancing Measures Challenge Advisors’ Practices

    How our ‘high-touch’ industry grapples with the new reality of contact

    Not being able to meet in person with their clients during the pandemic ranks as the biggest impact for 9 in 10 advisors according to a recent study. Market factors including low interest rates and increased market volatility have also been disruptive to advisors’ practices.
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  • Transforming The Talent Model Of The Insurance Industry
    Transforming The Talent Model Of The Insurance Industry

    Insurers that succeed in the coming years will be those that recognize talent strategy has the same importance as core business strategy.

    Talent strategy requires the same rigor and focus as business strategy, especially as the insurance industry sees accelerated change. At many insurers, however, talent takes a back seat to business strategy. As carriers pursue strategic ventures such as entering new markets or undergoing digital transformations, HR might be involved, but rarely to the extent necessary.
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  • 60% Are Willing to Risk Their Health To Vote In Person In November
    60% Are Willing to Risk Their Health To Vote In Person In November

    Americans don’t think healthcare should be a political issue

    Sacrificing one's health to vote in the November election: 60% are willing to risk their health to vote in person, according to the latest healthinsurance.com consumer pulse survey. 63% of Americans don't think healthcare should be a political issue. Yet when asked what the most important issue is to them in the 2020 election, 50%…
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  • Take Advantage of the Current Financial Mess
    Take Advantage of the Current Financial Mess

    Advising business clients today

    by Ami Kassar

    There’s no denying a societal crisis, especially a global one is a game changer in many ways, especially in the business community. Plenty of business people – entrepreneurs and otherwise – are dealing with real pain and life- and business-threatening situations. You can only hope for the best.
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