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What To Say When Clients Die

Amy Florian explains how to comfort those who are grieving instead of repeating the same empty phrases everyone else says to them.

May 2019 |  Read Article

Is Another Indexed Universal Life Illustration Fight Pending?

Three years after AG 49 hit the scene, regulators are taking a new look at IUL illustrations.

May 2019 |  Read Article

Health Brokers Gearing Up For Fight Over Medicare For All

As the single-payer movement gathers steam, the health insurance industry gets ready to push back.

April 2019 |  Read Article

State Regulators Driving The (Best Interest) Train

The fiduciary battleground is moving to the states as more of them eye best-interest regulations.

March 2019 |  Read Article

State-run Retirement Plans Can Be ‘Complementary’ To Private Sector

Researchers say advisors don’t have to fear the rising number of state-run plans.

February 2019 |  Read Article

A Sales Rebound: How Real Is It?

A variety of factors led to impressive quarterly sales for annuities and life insurance.

January 2019 |  Read Article

Illustrating A Way Forward

No clear resolution on new index rules or practices for insurance products.

December 2018 |  Read Article

Annuity Sellers Face Unhappy Trails And Regulation Roundups

Ohio National tells sellers they can kiss their trails goodbye.

November 2018 |  Read Article

Alternative Plans Part Of The Mix As Open Enrollment Approaches

Health insurance brokers told researchers they expect to see a smaller and sicker individual risk pool as healthy, higher- income consumers seek cheaper coverage.

October 2018 |  Read Article

In Whose ‘Best Interest’?

Regulators see the need for new standards. But what those standards look like is the subject of ongoing, and at times contentious, debate with many sides.

September 2018 |  Read Article

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