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10 Success Secrets of Top Advisors
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.

Half of Older Americans Considering 'Unretirement': Survey
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.

Best & Worst Medicare Advantage Plans in 5 States: J.D. Power, 2023
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.

10 New Stats on How Cash Comes Out of Indexed Annuities
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.

SEC Brings First Marketing Rule Action; Firm to Pay $1M
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.

Where a New DOL Fiduciary Rule Stands Now
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.

This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell Assets
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.

10 Annuity Tax Facts Advisors Should Know
08/22/2023

10 Annuity Tax Facts Advisors Should Know

Your clients are bound to have tax questions as annuity sales boom.

12 Worst States for the New Working-Age COVID-19 Wave
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.

Should Salespeople Have a Sales Coach?
08/22/2023

Should Salespeople Have a Sales Coach?

If football players have help, why not you?

6 Ways to Make a Friend a Prospect
08/22/2023

6 Ways to Make a Friend a Prospect

The first rule is to avoid asking your friend to be your prospect.

MOVEit Hack Hit These Life, Annuity and Retirement Firms
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.

6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' Advice
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.

Technology Can Help Your Clients Start Planning for Retirement
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.

15 Fastest-Growing Financial Services Firms in the U.S.: Inc. 5000
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%.

New York Life Donates $200K to Maui Wildfire Relief
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.

Some Annuities Offer Big LTC Benefits Boosts
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.

American National Seeks to Void Another Life Policy
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.

Carol Harnett, Council for Disability Awareness President, Dies
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.

NAIC: Private Equity-Owned Life Insurers Have More Structured Securities
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.

Genworth Backs Consolidating Federal MOVEit Breach Suits in Massachusetts
08/18/2023

Genworth Backs Consolidating Federal MOVEit Breach Suits in Massachusetts

Johns Hopkins wants the cases against it to stay in Maryland.

Bright Health Gets Financing to Support California Medicare Plan Sale
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.

Here's the Size of Social Security Cuts if Congress Doesn't Act Soon: CRFB
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.

CFP Instructor: Choose Your Clients Carefully
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.

10-Year Yields to Average 4.75% in Coming Decade: Summers
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.

New NAIC Rule to Hit Some Life and Annuity Issuer Assets
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.

7 Things Life Insurers Are Saying About Indexed Annuities Now
08/16/2023

7 Things Life Insurers Are Saying About Indexed Annuities Now

The spring storms passed, but a new government shutdown fight looms.

Tax Watchdog Says IRS Botched Oversight of Taxpayer Records
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.

Life Settlement Firms Wrestle for Your Clients' Policies
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.

5 Questions Bob Doll Is Asking About Today's Markets
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.

New York Life Joins MOVEit Breach Notice List
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.

U.S. Life Application Activity Softened in July
08/15/2023

U.S. Life Application Activity Softened in July

Volume for consumers in their prime working years increased.

TIAA Hit With Class-Action Suit Over MOVEit Hack
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.

12 Worst States for Health Care: 2023
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.

12 Worst States for Adult COVID-19 Hospitalization Increases Now
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.

8 Situations Where the Right Expression Can Win Over a Client
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.

Insurers: U.S. Mortality Is Still Higher Than Before the Pandemic
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.

A Counterintuitive Annuity Strategy That Can Reduce Risk
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.

Consumer Reps Want Checkup for Health Plans' Preventive Services Coverage
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.

Social Security COLA 2024 Estimate Holds Steady at 3%
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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