Latest in Retirement PlanningMore Articles >>
Comments – some due by July 21 – seek input on whether to delay the Jan. 1 full implementation date and suggestions for streamlining the Rule’s major provisions.
The long-announced plan to transition its U.S. retail life and annuity insurance business to newly formed Brighthouse Financial means nearly 3 million policies are now under the Brighthouse banner.
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.
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.
As industry associations including NAFA and IRI scramble to push for further delay of the scheduled June 9 initial implementation, FINRA Chairman Jack Brennan this week said whether or not the rule becomes law is now almost beside the point.
Eight in 10 Americans have never hired a financial planner, and most say it’s because they are capable of managing their finances on their own, according to a recent MDRT study. But the DIY-ers are also much less likely to have a retirement plan. emergency fund or life insurance.
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.
When his clients ask what they need to know about life insurance, Dick Weber, a past president of the Society of Financial Service Professionals and a fee-only insurance fiduciary, likes to share these five most important things.
Retirement Planning Forums Topics
Hey all, I'm looking to create a brand and an online presence this year and need a little direction. Currently I don't have a website. My reasons for creating a website are: generating leads for new prospects, staying in front of existing medsupp clients, and creating a source of valuable information on other areas of interest like retirement planning, social security, annuities, etc. in order......
Hello everyone, I'm brand new as of today. I am struggling right now. I've been in the business for a while and I'm not satisfied with my activity and my income. I'm thinking of getting into the Medicare Supplements market, with the intention of using those clients and sales to market retirement planning, rollovers, and life insurance sales. Am I on the right track? Can anyone point......
Most Popular Articles
- Autonomous vehicles predicted to radically shrink auto insurance sector, change type, amount of coverage sold
- CBO: $321 billion reduction in deficit, 22 million more uninsured over next decade with new Senate health bill
- DOL wants more public input on Fiduciary Rule
- Something to think about on National Insurance Awareness Day: 37% of adults skip life insurance
- Trio of big storm systems lead to 42% drop in 1Q net income for P&C insurers
- MetLife’s individual life, annuity business spin off to Brighthouse clears final regulatory hurdle
- Medicare Advantage, Managed Medicaid enrollment up while other segments decline, MFA report finds
- Group disability insurers see 13.8% increase in new sales in 2016