Category: Retirement Planning - Page 4

Barbara Turner earns Ohio National’s top community service award

April 1, 2019

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.

New leader quick to update IRI’s mission and vision

Insurance Forums Staff

March 26, 2019

Annuity industry insider shares accomplishments at REACH event less than two months into his tenure, including unveiling a set of strategic priorities for 2019 and quarterly “town hall” conference calls.

SEC’s Regulation BI to Undergo Scrutiny in March 14 Congressional Hearing

Brian Anderson

February 26, 2019

Pointed questions sure to come when Democratic committee leadership convenes hearing on the controversial SEC proposal.

Building out your business with Foreign Markets

Steve Savant

February 5, 2019

Expanding your practice into the virtually untapped wealthy foreign nationals market can take your practice to the next level.

Selling life insurance in the foreign nationals market

Allan Gersten

February 5, 2019

The foreign nationals market for life insurance is an advisor’s dream. It’s huge, the prospects are motivated, and offers significant rewards – and yet it’s far from overcrowded. Here are some basics for working with Foreign National prospects, straight from an experienced veteran of the market.

Speakers at life settlements conference forecast substantial ‘organic growth’

Insurance Forums Staff

January 31, 2019

A confluence of demographic and economic forces are aligning to drive substantial growth of the life settlements asset class, according to featured speakers at this week’s Life Settlement Institutional Investor Conference.

Ladder launches ‘Ladder for Advisors’ to encourage term life as part of clients’ financial plans

Insurance Forums Staff

January 31, 2019

Fee-based financial advisors get access to a customized toolkit and dashboard to help clients implement term life insurance as part of their ongoing financial planning.

Protective Life enters $1.2B agreement with Great-West to reinsure individual life and annuity business

Insurance Forums Staff

January 28, 2019

When closed, transaction will be the largest acquisition in Protective Life’s history.

Individual life sales forecast calls for 3% growth in 2019

Insurance Forums Staff

January 23, 2019

U.S. individual life insurance sales are expected to rise 3% to $15.0 billion in 2019, according to LIMRA’s just-released annual predictions report. Growth also expected in technology and workplace retirement savings plans.

Advisors on carriers: Product and fees are important, but service is the differentiator

Insurance Forums Staff

January 17, 2019

While product features and competitive costs will initially get an advisor’s attention, ongoing service and support will keep it, a new LIMRA/EY study finds.

Barbara Turner earns Ohio National’s top community service award

New leader quick to update IRI’s mission and vision

SEC’s Regulation BI to Undergo Scrutiny in March 14 Congressional Hearing

Building out your business with Foreign Markets

Selling life insurance in the foreign nationals market

Speakers at life settlements conference forecast substantial ‘organic growth’

Ladder launches ‘Ladder for Advisors’ to encourage term life as part of clients’ financial plans

Protective Life enters $1.2B agreement with Great-West to reinsure individual life and annuity business

Individual life sales forecast calls for 3% growth in 2019

Advisors on carriers: Product and fees are important, but service is the differentiator

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