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Issue: May 2015 See all issues

FEATURES

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When Bad Things Happen to Good Estates

Such is the spectacle of celebrity disasters. The tales might change from year to year, but the morals thread them together into an accessible estate-planning guide for clients.

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The Future of Retirement Planning

An interview with Joseph F. Coughlin. In this interview with InsuranceNewsNet Publisher Paul Feldman, Coughlin describes how the agent of the future will guide clients into a new type of retirement.

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LIFE

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IUL: Accumulation vs. Protection

Advice on an indexed universal life strategy touches off a debate on positioning the product with prospects.

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Design an IRA Legacy Plan With Life Insurance

Channeling after-tax individual retirement account distributions into guaranteed no-lapse life insurance can create a significant legacy for your client’s heirs.

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ANNUITIES

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Advisors Still Not Warming Up to Annuities in Retirement Plans

Despite the greater focus on annuities by government and retirement professionals, annuities maintain a relatively low profile in defined contribution plans.

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The Search for Defined Benefit Alternatives Turns to FIAs

As employers who still have defined benefit plans search for other retirement solutions, fixed index annuities may become an attractive choice.

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HEALTH

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How to Keep Millennials Happy in the Workplace

Millennials have a reputation for being job-hoppers. Here’s one way in which your employer clients can help keep millennials happy over a longer term.

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FINANCIAL

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Hot Estate Planning Techniques Made Hotter by Obama’s Budget

If your clients might need a GRAT or dynasty trust, now could be the time to set them up.

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BUSINESS

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Career-Damaging Listening Habits and What You Can Do About Them

Many of us are terrible listeners who have picked up bad habits in the workplace. Here are some suggestions on how to fix those bad habits.

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The Future of Retirement Planning

An interview with Joseph F. Coughlin. In this interview with InsuranceNewsNet Publisher Paul Feldman, Coughlin describes how the agent of the future will guide clients into a new type of retirement.

Read Article →

LIMRA INSIGHTS

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Advisors and Wholesalers: A Winning Team

A LIMRA study found that both internal and external wholesalers bring unique value to the advisor relationship.

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MDRT INSIGHTS

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How to Turn Social Security Into Retirement Income Powerhouse

Many don’t know the best way to make their Social Security benefits work for them.

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NAIFA INSIGHTS

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A Shift to Retirement Planning Makes the Difference for Advisor

An advisor takes a leap of faith and finds his niche in the industry.

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AMERICAN COLLEGE

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A Life of Service Underwrites Our Success

The foundation of our economy is based on the premise that the more people you serve, the more rewards you will reap.

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