Retirement Planning NEWS


Building out your business with Foreign Markets

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

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Recent Retirement Planning News

Selling life insurance in the foreign nationals market

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’

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...

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

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

Individual life sales forecast calls for 3% growth in 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

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.

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...

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.

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