Retirement Planning NEWS

With DOL rule delayed, New York proposes its own consumer protections for life and...

Proposed regulation would require that life insurance and annuity sales meet a "Best Interest" standard that protects consumers from unnecessarily high costs and conflicted financial advice.

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Recent Retirement Planning News

Home offices providing little help with succession planning programs

New research finds most home offices provide scant resources to assist financial professionals in developing succession planning programs – and few advisors take advantages of resources available.

Repeal of federal estate tax included in GOP tax reform framework

The elimination of the federal estate tax is indeed included in the tax reform “framework” plan proposed Wednesday by President Trump and Republican leaders in Congress. How could it impact the life insurance market?

LIAM updates: Podcast debunks 5 myths about life insurance; Guardian releases educational videos

There are many myths circulating around consumers’ perceptions about life insurance. For example, do consumers believe life insurance is irrelevant? How do they want...

ACLI marks Life Insurance Awareness Month with new research showing path to financial security

Study dispels myth that income levels alone guarantee financial security, and identifies characteristics and common practices that contribute to a household's financial security. As we near the midpoint of this year's LIAM campaign, LIMRA also offers facts and figures to help spur prospects to action.

MDRT appoints Pittman as its 92nd President; New York Life continues to dominate U.S....

The Million Dollar Round Table recently introduced James D. Pittman, CLU, CFP, as its President, and a review of newly updated membership figures show NYL agents make up more than 1 in 4 U.S. members.

Blockchain Advisory Council established to explore opportunities in life insurance, retirement sectors

From lowering administrative and claims processing costs to expanding access to underserved markets and enabling immediate-issue products, LIMRA says blockchain has the capacity to revolutionize the financial services industry.

How estate tax repeal could impact life insurance sales, retention

If the Trump Administration achieves its stated objective of repealing the federal estate tax, insurers predict it will have a negative impact on survivorship life insurance sales and likely retention, as well.

Americans: Add an advisor, subtract stress

New study illustrates how Americans with financial advisors feel significantly more prepared for retirement, optimistic about the economy, and less stressed out. Another study shows women experience much higher financial stress levels than men.

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.

45% of Americans would choose smartphones, cars or vacations over financial security

A new consumer survey by Voya Financial's Annuities and Individual Life businesses reveals that many Americans might be willing to risk their financial security to keep some of their most-valued items.

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