Life Insurance Related

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Updated: 2 hours 1 min ago

Social Security payee system could fail your clients

Tue, 2017-03-28 18:45
Some of the people affected by this problem could be your disability or long-term care clients.

Commonwealth Financial Group absorbs two other MassMutual agencies

Tue, 2017-03-28 18:45
The general agency's advisors now help 95,000 clients with $6 billion assets.

Macquarie gets CIT financing for California storage project

Tue, 2017-03-28 13:46
Prudential Financial is one of the world's leaders in efforts to back energy storage systems.

Charles Murphy, partner at Paulson's hedge fund, dies at 56

Tue, 2017-03-28 13:46
One of Murphy's big moves was to help recapitalize CNO Financial Group.

Addressing the shortage of millennial financial advisors

Tue, 2017-03-28 09:30
The need for an infusion of young financial advisors is urgent and immediate, but there are hurdles when it comes to recruitment.

2016's Top 10 annuity providers ranked by NAIC

Tue, 2017-03-28 04:30
Find out who was up, who was down and who was new in NAIC's 2016 ranking of annuity providers.

Bridge the gap with critical illness insurance

Tue, 2017-03-28 04:00
Few products can help bridge a gap quite like critical illness insurance.

Right-size your practice and quiet the noise

Mon, 2017-03-27 15:56
Ultimately, we all need to get ourselves healthy; financially, physically and emotionally. That way, we’re in a great place to dispense prudent advice.

Leveraging permanent life in retirement and protection planning

Mon, 2017-03-27 12:30
Many people may not be aware that a permanent life insurance policy may help them address a critical challenge their retirement portfolio could face.

2016's Top 10 life insurance providers ranked by NAIC

Mon, 2017-03-27 10:30
The company names may be familiar, but not all of 2016's Top 10 life insurers experienced positive growth.

Goldman Sachs gets serious about robo-adviser services

Mon, 2017-03-27 08:47
Goldman Sachs Group Inc. plans to hire a software developer to help open an automated investing service for mass-market wealth clients.

Are you wasting money on customer experience?

Mon, 2017-03-27 05:30
The vast majority of customer experience improvement programs launched by insurance providers will fail, according to a recent study by Avaya.

Now in the GOP’s crosshairs on Capitol Hill: the estate tax

Mon, 2017-03-27 05:10
House bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.

One simple trick for writing great marketing emails

Fri, 2017-03-24 07:30
Writing marketing copy or emails may be one of the most challenging tasks you’ll encounter as an insurance agent or financial advisor. Here's a trick to make your writing more easygoing and unique.

Even San Francisco, flush with tech wealth, has pension problems

Fri, 2017-03-24 05:35
The tech boom failed to insulate San Francisco from a problem well known to industrial-era towns: the rising cost of pensions.

Wake up, Dave Ramsey: Your math is flawed

Thu, 2017-03-23 11:30
Bad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.

Life insurance prospects want a retail sales experience

Thu, 2017-03-23 10:00
A new study reveals that consumers expect transparency from a life insurance purchase the same way they would for buying other retail products or travel.

American workers lack confidence, feel stressed about retirement

Thu, 2017-03-23 07:58
While 60 percent of workers share some optimism about their retirement, that number is falling, according to the 2017 Retirement Confidence Survey.

Are you wasting money on customer experience?

Thu, 2017-03-23 07:30
The vast majority of customer experience improvement programs launched by insurance providers will fail, according to a recent study by Avaya.

How to make term life insurance do more

Thu, 2017-03-23 04:30
By using more creative approaches that capture a client’s interest and imagination, advisors can deliver what clients want at a lower cost.