Advisors on carriers: Product and fees are important, but service is the differentiator
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.
Retirement Planning
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.
Group aims to educate consumers on living benefits in January
“Living Benefits Awareness Month” created by Alliance Group to educate consumers on the importance of owning living benefits life insurance and how it can protect them in the event of an illness.
Federal legislation allowing seniors to use life insurance proceeds for long-term care costs tax-free introduced in Congress
Proposed law would save billions for taxpayers, improve quality of life for millions of seniors.
Single retiree market presents major opportunity for advisors
New LIMRA Secure Retirement Institute research sheds light on needs of this often-overlooked demographic.
MDRT delivers new meeting focused on needs of U.S. and Canadian members
MDRT EDGE delivered a customized learning experience with a focus on providing up-to-date socio-political trends and exemplary industry practices to Engage, Develop, Grow and Empower its members’ businesses.
Trio of record-breaking dividend payouts unveiled by largest mutual insurers
The industry’s largest mutual insurers all recently announced their expected 2019 dividend payouts – and all three say the amounts will break their own company records.
Advisors adding more services to better meet needs of retirees, pre-retirees
Analysis from the LIMRA Secure Retirement Institute shows that financial professionals across all channels are increasingly offering a broad array of common products and services to better help older Americans achieve retirement security.
Millennials most ‘at risk’ generation when it comes to life insurance
New study from New York Life finds Millennials, despite feeling “financially confident,” self-report a 78% shortfall in life insurance coverage; only 10% of Millennials have the coverage they say they need.
Agents Behaving Badly Part VI: Mail fraud
Out latest edition features a trio of agents charged or convicted of mail fraud – two for submitting false life insurance applications and another for swindling elderly investors.
