08/24/2023
10 Success Secrets of Top Advisors
A new LPL study says the top 10% of advisors use these business-building strategies to be successful.
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08/24/2023
Half of Older Americans Considering 'Unretirement': Survey
Pre-retirees and retirees are considering delaying or coming out of retirement, a survey found.
08/23/2023
Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2023
Here's the level of satisfaction among 5,887 plan members.
08/23/2023
10 New Stats on How Cash Comes Out of Indexed Annuities
Annuity planning is best done with the help of a financial advisor, LIMRA's Marianne Purushotham says.
08/23/2023
SEC Brings First Marketing Rule Action; Firm to Pay $1M
Titan Global Capital Management's violations included the misleading use of hypothetical performance metrics in ads, the SEC said.
08/23/2023
Where a New DOL Fiduciary Rule Stands Now
The rule appears to be on track to hit OMB any day now, some observers say.
08/23/2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell Assets
Business-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
08/22/2023
10 Annuity Tax Facts Advisors Should Know
Your clients are bound to have tax questions as annuity sales boom.
08/22/2023
12 Worst States for the New Working-Age COVID-19 Wave
In the typical state, people ages 20-59 are now 77% more likely to fill a hospital bed than in mid-June.
08/22/2023
Should Salespeople Have a Sales Coach?
If football players have help, why not you?
08/22/2023
6 Ways to Make a Friend a Prospect
The first rule is to avoid asking your friend to be your prospect.
08/22/2023
MOVEit Hack Hit These Life, Annuity and Retirement Firms
These data breaches affected at least 25 million people, and the list is growing.
08/21/2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' Advice
Advisors air their remaining fears as the final move to the Schwab platform approaches.
08/21/2023
Technology Can Help Your Clients Start Planning for Retirement
One thing the new tools can do is illustrate strategies for coping with volatility.
08/19/2023
15 Fastest-Growing Financial Services Firms in the U.S.: Inc. 5000
The top financial services company on this year's Inc. 5000 list experienced three-year growth above 10,000%.
08/19/2023
New York Life Donates $200K to Maui Wildfire Relief
The life insurer has also pledged to match up to $100,000 in employee donations.
08/18/2023
Some Annuities Offer Big LTC Benefits Boosts
The products might be wrong for the bold but right for the fearful, True Tamplin says.
08/18/2023
American National Seeks to Void Another Life Policy
The insurer says many residents of one town applied for coverage insuring non-relatives using false information.
08/18/2023
Carol Harnett, Council for Disability Awareness President, Dies
Harnett helped insurers promote the idea of insuring workers' ability to earn a living.
08/18/2023
NAIC: Private Equity-Owned Life Insurers Have More Structured Securities
The insurers' structured securities portfolios grew 13.5% between 2021 and 2022.
08/18/2023
Genworth Backs Consolidating Federal MOVEit Breach Suits in Massachusetts
Johns Hopkins wants the cases against it to stay in Maryland.
08/17/2023
Bright Health Gets Financing to Support California Medicare Plan Sale
The health insurance startup capital spigot dried up last year after investment market turmoil reduced investors' appetite for risk.
08/17/2023
Here's the Size of Social Security Cuts if Congress Doesn't Act Soon: CRFB
The 70 million retirees, dependents and survivors collecting benefits could face steep cuts as soon as 2033.
08/17/2023
CFP Instructor: Choose Your Clients Carefully
Want to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
08/17/2023
10-Year Yields to Average 4.75% in Coming Decade: Summers
This week, 10-year U.S. Treasury yields approached levels reached in October, when they hit the highest figure since 2007.
08/16/2023
New NAIC Rule to Hit Some Life and Annuity Issuer Assets
The change will affect companies’ investments in relatively high-risk slices of asset-backed securities.
08/16/2023
7 Things Life Insurers Are Saying About Indexed Annuities Now
The spring storms passed, but a new government shutdown fight looms.
08/16/2023
Tax Watchdog Says IRS Botched Oversight of Taxpayer Records
A new report suggests the IRS has mishandled and misplaced key tax records and sensitive information for individuals and businesses.
08/16/2023
Life Settlement Firms Wrestle for Your Clients' Policies
One has added a policy owner self-service site. Another is highlighting advisor compensation.
08/16/2023
5 Questions Bob Doll Is Asking About Today's Markets
Crossmark Global Investments’ CIO is watching several developments unfold to gauge what may happen next.
08/15/2023
New York Life Joins MOVEit Breach Notice List
Overall, the breach may have exposed the data of more than 41 million people and 677 organizations worldwide.
08/15/2023
U.S. Life Application Activity Softened in July
Volume for consumers in their prime working years increased.
08/15/2023
TIAA Hit With Class-Action Suit Over MOVEit Hack
TIAA failed to protect some 2.3 million customers' personal data from the MOVEit hack, according to the suit.
08/15/2023
12 Worst States for Health Care: 2023
People in these states are paying more for care but seeing worse outcomes, according to WalletHub.
08/15/2023
12 Worst States for Adult COVID-19 Hospitalization Increases Now
COVID-19 looked as if it might be fading in June, and then it flared up in July.
08/14/2023
8 Situations Where the Right Expression Can Win Over a Client
If you speak the right words, people do what you want.
08/14/2023
Insurers: U.S. Mortality Is Still Higher Than Before the Pandemic
A dialysis provider believes a new COVID-19 wave has started.
08/14/2023
A Counterintuitive Annuity Strategy That Can Reduce Risk
A longer indexed term might seem to offer the most downside protection, but that's not always the case.
08/14/2023
Consumer Reps Want Checkup for Health Plans' Preventive Services Coverage
Under the ACA, a colonoscopy is supposed to be free. But that's complicated.
08/13/2023
Social Security COLA 2024 Estimate Holds Steady at 3%
A COLA of 3% would raise the current average monthly benefit by nearly $54.
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