Recent Retirement Planning News
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.
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.
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.
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.
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.
New and continuing leadership for Board of Directors at association and its charitable foundation formally announced.
“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.