IRI honors 4 with its 2016 Marketing Innovation Award

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) has honored Transamerica President and CEO Mark Mullin, Sammons Retirement Solutions Inc., Lincoln Financial Distributors and...

Formal retirement planning a ‘win-win’ for advisors and consumers

LIMRA SRI research confirms that formal retirement plans lead to significantly increased sales of annuities, while nearly half of affluent clients with a formal plan consolidate vast majority of their assets with their advisors.
Barbara Turner

Barbara Turner earns Ohio National’s top community service award

Cincinnati-based company announces that its president and COO has been honored with its prestigious 2018 Paul E. Martin Community Service award in recognition of her exceptional generosity and community service.

Insight into the middle class: Serious illness, injuries top list of threats to financial...

Sixty-eight percent of consumers who identify as middle class feel it is getting harder to be able to live a middle class lifestyle, according to a new report released by LIMRA and Maddock Douglas.

Annual review of client needs only makes sense

The start of a new year is always a good time for people to review their financial situation, including their life insurance coverage. According...

Lots of changes on tap for this week’s NAIFA Performance + Purpose event

Plenty of new customization options for education and networking await insurance and financial advisors attending the Sept. 13-16 conference in San Antonio.

IRI offers 5-point plan to help retirement savers recover from COVID-19

Insured Retirement Institute proposes plan to assist retirement savers who have lost jobs, access to participate in a workplace retirement plan and experienced losses in their retirement account values due the COVID-19 virus pandemic.

Americans unwilling to pay a realistic amount for professional advice

Six in 10 Americans would prefer to pay a flat fee when buying life insurance, according to new LIMRA research. About one quarter of...

World’s Best (budget-friendly) Places to Retire in 2018: Costa Rica takes top spot

Those approaching retirement without the funds to do so comfortably stateside may be interested in’s recently released ranking of the “World’s Best Places to Retire.” IL also offers its “5 Most Affordable Retirement Havens” and “6 Top Retirement Spots where the Climate is Great.”

Palmer begins term as NAILBA Chairman as association introduces 2019 leadership

New and continuing leadership for Board of Directors at association and its charitable foundation formally announced.