- Fulfillment, Frustration and the Pursuit of Success
Financial Pros Have Independence on Their Minds
Examining the Mindset of U.S. Financial Professionals, a survey released today by Schwab Independent Branch Services, finds that while client-facing financial professionals are generally fulfilled and optimistic about their careers, they are brimming with entrepreneurial drive and drawn to independence.
read more - How Does Divorce Compound Retirement Risk?
Better education is needed to help consumers build and protect retirement income
Divorced Americans are at greater risk of not being able to maintain their standard of living in retirement, according to new research conducted by the Center for Retirement Research at Boston College with the support of Prudential Financial, Inc. (NYSE: PRU).
read more - Go Forth… And Disrupt
Schwab Challenges Independent Advisors to Be Disruptive Forces in the Industry
Bernie Clark, leader of Schwab Advisor Services, asked independent advisors today: “Are we driving change or being driven by it?” and urged them to challenge themselves and resist the temptation to think “this is working just fine” given the extraordinary growth and success that the independent model has seen in the last decade.
read more - AIG Helps Launch the Alliance for Lifetime Income
To Empower and Educate Consumers and Financial Advisors on the Importance of Having Protected Lifetime Income
AIG (NYSE:AIG) today announced it is a founding member of the Board of Directors for the Alliance for Lifetime Income (Alliance), a new industry coalition of 24 leading financial services organizations whose goal is to educate Americans about the importance of protected lifetime income solutions and empower them to take action.
read more - MetLife and Insurtech Start-Ups Ignite Innovation
'Digital Speed Dating' event unites Met's global leaders with cutting-edge startups
How does a digital start-up get the attention of a Fortune 50 insurer with more than $60 billion in revenue? At MetLife, they walk in the front door and make their pitch.
read more - Is Retirement-Readiness In Crisis?
Financial advisors need to discuss optimizing Social Security benefits with clients
A new Nationwide Retirement Institute® advisor survey reveals nine in 10 financial advisors strongly believe there is a retirement readiness crisis in America, and they are essential to helping provide a solution.
read more - How to Combat Financial Exploitation of Seniors
Training an industry to detect and deter
According to The United States Census Bureau, the population of the United States is rapidly becoming older. One of their latest projections says that 20 percent of the country’s population will be over the age of 65 by 2030. For the first time in the country’s history, older people are projected to outnumber children.
read more - Money Is The Leading Source Of Happiness — And Stress
Happy, but watch out for anxiety, insecurity and fear
Financial security emerged as the most important attribute of a positive outlook on life, according to new research released today by Northwestern Mutual. An overwhelming 9 in 10 Americans (87%) agree that nothing makes them happier or more confident than feeling like their finances are in order.
read more - Financially Optimistic Millennials Aspire to be Millionaires, Retire Early
Even though college, credit-card debt weigh them down
Millennials are optimistic about how their lives will play out after college, despite the fact that they have a collective $1 trillion in student loan, credit card and other debt hanging over their heads, according to the TD Ameritrade 2018 Millennials and Money Survey.
read more - Twenty-Three Percent Fewer Employers Are Offering Life Insurance to Their Workers
Still, employees recognize its importance and value
In 2017, only 48 percent of employers offered life insurance to their workers, a 23 percent decline from 2006. This continues a steady of decline in employer-sponsored life insurance since 2006 ).
read more - Profiles In Leadership
Five Keys to Leaving a Positive Leadership Legacy in Your Life
by Jeffrey W. Foley
Many successful business people have pondered their leadership legacy—how do they want to be remembered. And many of them struggle to find the answer.
read more - Lincoln Financial Now Offers Online Chat Capabilities to Service Policies
“Ask Abe” provides customers 24x7 service option; offers choice and flexibility in conducting policy transactions
Lincoln Financial Group (NYSE:LNC) is now providing customers who come to its public website online chat capabilities, becoming one of the first life insurance carriers to offer this customer service-enhancing feature. Offered on www.LincolnFinancial.com (LFG.com), the service provides individual life insurance customers an additional choice for how they can interact with Lincoln, based on their…
read more - (Bilingual) Help Wanted
There's more to language than conversation
by Martin Cross
Janet, a personnel manager at a fast-growing start-up, hoped to give her company a competitive edge in an international field by recruiting bilingual employees. She got some unexpected results.
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