1. Annuities in the Post-DOL World

    Annuities in the Post-DOL World

    In this Annuity Awareness Month, awareness is pivoting toward the Department of Labor’s fiduciary rule, which will affect at least 65 percent of the funding for fixed indexed annuities...

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Longevity Could Be Written All Over Your Client’s Face

New developments in longevity research could lead to significant changes in the way life insurance is underwritten...

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What Clients Don’t Know About Whole Life Dividends

The decision to purchase life insurance is a big one...

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High Anxiety: How DIAs Answer Your Clients’ Deepest Fears

Advisors are turning to planning strategies that are equal parts offense and defense — and deferred income annuities are playing a key role...

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Will Floating Rates Become the New Indexed Annuities?

How a new variety of annuity combines the appeal of indexed products with the simplicity of a traditional annuity...

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Broker Role Grows With the Adoption of Private Exchanges...

With the growing complexity of the benefits marketplace and a shifting regulatory environment, employers are increasing their reliance on knowledgeable advisors...

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Understanding the Different Breed of Affluent Clients in Millennials

The next generation of high-net-worth investors offers a financial “sweet spot” for wealth managers...

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LIMRA Insights

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Automated Underwriting Cuts Fraud, Errors and Omissions

Carriers that have begun implementing automated underwriting share the lessons they have learned in the process...

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Why Good People Underperform

Here are the root causes of why employees don’t get the job done, and what you can do about it...

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