Financial goals and milestones of Millennials not backed by action, new study finds

PARK RIDGE, Ill. — While Millennials (adults ages 18-34) want to achieve many of the same traditional life milestones as their older counterparts, they...

Using the Infinite Banking Concept In Your Practice

Recently, our readers discussed what they like and dislike about the infinite banking concept ("IBC").  The Infinite Banking Concept is an idea that uses...

Hiring help: Adding an agent or another assistant?

One new thread on the Forum is from an agent who already has a great assistant, but is now at the point where he...

“World’s Most Successful Life Insurance Salesman” surfaces at conference in South Africa

Peter Rosengard, Zurich’s top life insurance salesman for 12 years running, told a reporter earlier this week at Discovery’s annual Financial Planning Summit in...

NAIFA President testifies on proposed DOL Fiduciary Rule; NAFA leader also speaks out against...

In testimony before the Employee Benefits Security Administration of the Department of Labor on Tuesday, NAIFA President Juli McNeely told the panel that the...

Life Happens awards a record $275,000 to deserving students via ‘Life Lessons’ scholarship program

ARLINGTON, Va. – Rachel Tang, whose mother passed away from cancer when she was 19, and Kiristen Draughn, whose father unexpectedly drowned in a...

3 in 5 small business owners lack succession plans; Millennials most likely to have...

Three in five small businesses do not have a business succession plan in place, according to Nationwide's latest Small Business Survey, released in mid-February. The...

Massive new home of Northwestern Mutual officially opens in Milwaukee

The $450 million, 32-story skyscraper will be home to 2,400 employees in 1.1 million square feet of office space designed to help employees collaborate and innovate.

The Hartford latest insurance-related firm giving employees bonus in wake of new tax bill

The Hartford recently became the latest insurance company to announce bonuses or permanent raises tied to the new GOP tax bill that reduces the corporate tax rate.

Almost three-quarters of defined contribution advisors offer financial wellness

Nearly 3 in 4 (73%) of advisors report that they specifically offer financial wellness support in their defined contribution (DC) plans, according to LIMRA Secure Retirement Institute data released Aug. 7.