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Securian will fund the plans with group annuity contracts from Minnesota Life.
One important factor to consider when analyzing your clients' planning needs is occupation.
One secret to having a great meeting is having a plan for a great exit.
The list of founding organizations includes many major annuity issuers.
Everyone knows caregiving is hard. It's even harder when you're actually the caregiver.
You have something important to offer clients, no matter what the calendar says.
For many people, old age just isn't as old as it used to be.
A new survey shows they're more likely to stay in their homes. And on their sofas.
This notice is for agents and brokers licensed to sell Accident & Health Insurance in New York. Please take note of the Supplement to Circular Letter No. 20 (2017) that has been issued by the New York State Department of Financial Services. The Supplement and original Circular Letter can be found using the following links:
To go farther on your journey, keep up the pace.
The company has also unveiled a new logo.
Global Atlantic got some survey results you might expect, and some that you might not expect.
New survey results that suggest that the issue may be hotter than job security.
The worst obstacle to closing sales is that people think they're broke.
Making existing relationships stick is a lot easier than establishing new relationships.
For a 45-year-old, simply managing high blood pressure could be like saving another $100,000.
A new table from the Census Bureau shows that there are an awful lot of them out there.
Sometimes, accountants are not your friend. Here's how to handle that.
Some clients have to move from planning for long-term care to implementing the plan.
A Secure Retirement Institute analyst compares actual annuity buyers with the ones who got away.
To make a great light bulb, learn from the bad light bulbs.
LIMRA has posted survey data showing that annuity use may do more for women's outlook than for men's.
Analysts have sifted LIMRA survey data to find out what closes sales.
New spots from Brighthouse, Lincoln and Symetra could get consumers more interested in the idea of talking to you.
Here are critical things to know about how disability insurance policies can do more.
One finding: Boomers with annuities are more likely to have at least $100,000 saved.
The problem, really, isn't with them. It's with us.
The influential management professor tells ThinkAdvisor how advisors can work smarter.
It's never the right time for prospects to buy, except that you'll make this the right time..
The policy premium is something to for the client to think about. So is the policy value.
Too many advisors may be skipping over what consumers ages 35 to 55 really want to talk about.
Maybe you know, without any doubt, that something has to change. But what?
They're afraid of outliving their money but they have little knowledge of wealth management products that could help, Annexus reports.
Relationships Don't be 'that guy,' but stay in touch with the people you want to do business with.
A life settlement industry veteran contends that access to a life policy value safety net may help stabilize clients' portfolios.
Here's advice about a simple approach to making sure the consumer gets a contract that fits.
A longtime LTCI specialist returns with a column about those premium changes.
Waiting just a few months has enormous advantages no matter how much you make.
Somehow, time is catching up with the people born from 1965 through 1979
Their hope for peace of mind in old age may start with you.
It's time to shake off the cold and think about how to improve your game.
The firm wants to focus on “higher-growth, higher-return, capital-light” lines of business.
A Transamerica Retirement Survey examines how retirement is changing for millennials, Gen Xers and boomers.
Clear ideas about the answers may be scarce, but here's what we'll be asking about.
For financial professionals who work with clients struggling with weight and health issues, here’s an opportunity for discussion.
Businesses will be better clients if you help keep them in business.
Insurers are considering more scenarios these days. Maybe you should, too.
The government can establish a lien against a policy. It can also foreclose.
You might still be fine with paper, but that might not last.
A founder of the Long-Term Care Awareness Month tradition talks about why he believes it's still necessary.
A lot depends on clients' level of resilience. Thinking ahead may improve that.
The author contends that some clients would be better off without their policies.
November is LTC Awareness Month, making it a good time to have conversations about the impact Alzheimer’s and other diseases can have on retirement plans.
If clients ignore these basic principles… maybe they will have to buy lottery tickets and hope for the best.
Using this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
Lincoln is trying to help numbers-oriented advisors learn more about clients' feelings.
For clients working past age 70½, there is an exception allowing them to defer their 401(k) RMDs until retirement.
Just a fifth of adults have taken action to finance long-term care needs, and half think someone else will pay, Genworth found.
Some flavors of 'plain vanilla' may be better, for some clients, than others.