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Securian Moves Into Multi-Employer Retirement Plan Market

Securian will fund the plans with group annuity contracts from Minnesota Life.

Where Your Clients Work May Affect How They Retire

One important factor to consider when analyzing your clients' planning needs is occupation.

4 Sales Lessons from the Irish Farewell

One secret to having a great meeting is having a plan for a great exit.

Companies Form Lifetime Income Outreach Alliance

The list of founding organizations includes many major annuity issuers.

Long-Distance Caregiving, Up Close: LTCI Insider

Everyone knows caregiving is hard. It's even harder when you're actually the caregiver.

Of Time and the Retirement Saver

You have something important to offer clients, no matter what the calendar says.

Not Prepared for Retirement? Here's a Solution: Don't Retire

For many people, old age just isn't as old as it used to be.

Retirees Are Moving Less (in More Ways Than One)

A new survey shows they're more likely to stay in their homes. And on their sofas.

Attention New York Agents – IMPORTANT!

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:

5 Great Habits to Grow Your Business

To go farther on your journey, keep up the pace.

Securian Airs Its First National TV Ads

The company has also unveiled a new logo.

Advisors Said These 4 Things Might Increase Annuity Sales

Global Atlantic got some survey results you might expect, and some that you might not expect.

U.S. Workers Rank Retirement Security First: Prudential

New survey results that suggest that the issue may be hotter than job security.

How to Sell More by Finding What Your Clients Need

The worst obstacle to closing sales is that people think they're broke.

5 Ways to Glue Customers to Your Practice

Making existing relationships stick is a lot easier than establishing new relationships.

Financial Advisors Must Talk to Clients About Health

For a 45-year-old, simply managing high blood pressure could be like saving another $100,000.

To Boost Sales This Year, Talk to 27-Year-Olds

A new table from the Census Bureau shows that there are an awful lot of them out there.

9 Things to Talk About When Accountants Suggest a Change in Advisors

Sometimes, accountants are not your friend. Here's how to handle that.

3 Questions for Clients Who Are Looking at Senior Care Options

Some clients have to move from planning for long-term care to implementing the plan.

5 Reasons 'Non-Buyers' May Still Be Good Annuity Prospects

A Secure Retirement Institute analyst compares actual annuity buyers with the ones who got away.

4 Ways to Be a Prospecting Innovator

To make a great light bulb, learn from the bad light bulbs.

For Single Women's Confidence, Try Annuities

LIMRA has posted survey data showing that annuity use may do more for women's outlook than for men's.

5 Factors That May Double Your Chances of Selling a Life Policy

Analysts have sifted LIMRA survey data to find out what closes sales.

3 Top New Life and Annuity Ad Campaigns

New spots from Brighthouse, Lincoln and Symetra could get consumers more interested in the idea of talking to you.

How to Help Clients Use Family Caregiver Benefits

Here are critical things to know about how disability insurance policies can do more.

Boomers With Advisors, Annuities Are More Retirement-Ready: IRI

One finding: Boomers with annuities are more likely to have at least $100,000 saved.

Want Better Sales? Ask Better Questions

The problem, really, isn't with them. It's with us.

Morten Hansen’s 7 Principles of Doing Less and Working Better

The influential management professor tells ThinkAdvisor how advisors can work smarter.

4 Ways to Create a Sense of Urgency

It's never the right time for prospects to buy, except that you'll make this the right time..

How to Get Life Prospects to Think About Product Value

The policy premium is something to for the client to think about. So is the policy value.

These 3 Threats Scare Gen Xers' More Than Basic Retirement Costs: IRI

Too many advisors may be skipping over what consumers ages 35 to 55 really want to talk about.

5 Strategic Changes for Closing More Sales

Maybe you know, without any doubt, that something has to change. But what?

Here’s Why Baby Boomers Need Advisors

They're afraid of outliving their money but they have little knowledge of wealth management products that could help, Annexus reports.

9 Ways to Turn Social Situations Into Business

Relationships Don't be 'that guy,' but stay in touch with the people you want to do business with.

Talking About Life Policy Value Could Prevent Panic Stock Sales

A life settlement industry veteran contends that access to a life policy value safety net may help stabilize clients' portfolios.

3 Must-Ask Questions for Annuity Clients

Here's advice about a simple approach to making sure the consumer gets a contract that fits.

What to Say Now About LTCI Rate Increases

A longtime LTCI specialist returns with a column about those premium changes.

The Remarkable Financial Benefits of Delaying Retirement

Waiting just a few months has enormous advantages no matter how much you make.

Life Insurance to Gen Xers' Rescue

Somehow, time is catching up with the people born from 1965 through 1979

3 Ways to Help Americans Save More for Retirement

Their hope for peace of mind in old age may start with you.

5 Questions to Boost Your 2018 Life Insurance Sales

It's time to shake off the cold and think about how to improve your game.

Voya to Exit Most of Its Annuity Business

The firm wants to focus on “higher-growth, higher-return, capital-light” lines of business.

How 3 Generations Prepare for Retirement

A Transamerica Retirement Survey examines how retirement is changing for millennials, Gen Xers and boomers.

5 Big Questions About Annuities for 2018

Clear ideas about the answers may be scarce, but here's what we'll be asking about.

Obesity Linked to 13 Types of Cancer

For financial professionals who work with clients struggling with weight and health issues, here’s an opportunity for discussion.

4 Key Buy-Sell Agreement Basics

Businesses will be better clients if you help keep them in business.

9 'What Ifs' That Can Help You Protect More People

Insurers are considering more scenarios these days. Maybe you should, too.

How to Tackle Hard Conversations about Alzheimer’s and LTC

Download the client guide.

When the IRS Wants Your Life Insurance Policy

The government can establish a lien against a policy. It can also foreclose.

5 Ways Independent Life Agents Can Start Digitizing

You might still be fine with paper, but that might not last.

The Long-Term Care Insurance Evolution Continues

A founder of the Long-Term Care Awareness Month tradition talks about why he believes it's still necessary.

Preparing for the Worst: Disaster Planning 101

A lot depends on clients' level of resilience. Thinking ahead may improve that.

4 Things to Tell Older Clients About Their Life Insurance

The author contends that some clients would be better off without their policies.

Alzheimer’s Awareness Includes Long-Term Care Awareness

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.

4 Critical Retirement Planning Tips

If clients ignore these basic principles… maybe they will have to buy lottery tickets and hope for the best.

Retirement Saving Checklist: 15 Things to Know That Can Lead to Success

Using this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.

3 New Findings About Long-Term Care Planning Prospects' Emotions

Lincoln is trying to help numbers-oriented advisors learn more about clients' feelings.

Working Past 70½? Skip the 401(k) RMD Without Penalty

For clients working past age 70½, there is an exception allowing them to defer their 401(k) RMDs until retirement.

Americans Worried About Long-Term Care but Have No Plan to Pay For It

Just a fifth of adults have taken action to finance long-term care needs, and half think someone else will pay, Genworth found.

3 Ways Fixed Annuities Can Outperform Bond Mutual Funds

Some flavors of 'plain vanilla' may be better, for some clients, than others.