Insurance Magazine Issue » "You're in the Retirement Business Now!"

InFront

Updated InFront Documentary Rekindles Fiduciary Standards Argument

The debate over whether the SEC should require advisors to meet a fiduciary threshold in advising retirement plan participants was renewed recently in the wake of a PBS documentary on retirement planning.

Life

Updated Life News Buy a Mercedes with No Out-of-Pocket Cost

The “Mercedes Plan” is a strategy that can be used to create charitable gifts, funding a legacy or buying a luxury for yourself.

Updated Life News Final Expense Covers More than Just Burial Costs

Final expense life insurance is an excellent way for your clients to create available cash for expenses incurred following the funeral, while protecting their estate from unnecessary and unexpected loss.

Annuity

Updated Annuity News As Others Dive, Indexed Annuities Cruise Strong

Fixed interest rates have been at historical all-time lows, which is one reason why consumers are enamored with indexed annuities.

Updated Annuity News Supplementing Retirement Income Key Reason People Buy Annuities

Annuity buyers tell LIMRA their top reason for buying was to supplement Social Security or pension income.

Health

Updated Health News Marketing Beyond the ACA Plans

The health insurance industry will need to develop a stratified approach for understanding and engaging with consumers that goes beyond the selection of their plan type.

Financial

Updated Financial News Demand for Financial Advisors Expected to Grow by 32 Percent

The outlook for financial advisors looks bright, but the occupation definitely is not a “walk-in” job.

Business

Updated Business News Four Reasons Why Salespeople Fear the Phone

In the first installment of this two-part series, we look at call aversion, why salespeople are afflicted with it and how it may be hurting their careers.

Insights

Updated Insights MDRT: Make it Personal

Serving clients is an act of stewardship. The key to success is to make your business all about the clients.

Updated Insights NAIFA: The Rebirth of LTCi Solutions

Although the LTCi industry has changed, your clients’ need to address their risk has not.

Updated Insights LIMRA: Texting — It’s Not Just for Kids

Texting — whether its use in the business world is good, bad or indifferent — is here to stay.

The Last Word - with Larry Barton

Updated Insights A Call for More PhDs in Financial Disciplines

Professionals with advanced degrees can provide the industry with the knowledge they need to move into the research and theory behind consumers' financial decisions.

Past Magazine Issues

Estate Planning Failures of the Rich and FamousUpdated News May 2013

From Ray Charles to Ted Williams, our annual roundup of folks who achieved fortune during their lifetimes, yet left behind a mess for their loved ones.

Rethinking the Big CaseUpdated News April 2013

What constitutes a "big case" can vary. But one thing remains the same - it's not a once-and-done deal but a relationship that can lead to a revenue stream.

To Arms!Updated News March 2013

The favorable tax treatment of life insurance products turns 100 this year, and the industry continues to remain vigilant against attempts by Congress...

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