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Life

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Who Gets The Life Insurance? Not The Ex-Spouse, States Say

A Supreme Court decision revoking a beneficiary designation due to divorce may have ramifications that advisors need to address.

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How To Tell Owners That Perm Is Not A Black Hole

Why permanent life insurance is the solution for many issues entrepreneurs face.

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Annuities

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How A DIA Contributes To A Successful Retirement

A study examined how much of a retiree’s nest egg should be invested into a longevity annuity to reduce the odds of running out of money in the later years of retirement.

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N.Y. Advisors Face Tough Standard

Regulation 187 will change the way annuities are sold in New York.

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Health

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Health Savings Accounts Are Part Of A Healthy Retirement

From their tax advantages to their investment potential, health savings accounts have a range of benefits to both workers and retirees.

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Financial

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More Than Math: Helping Clients Find Purpose In Planning

Those who are successful in their post-employment years are the ones who retire to something, instead of from something.

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LIMRA Insights

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Who Are Your Warm Annuity Prospects?

A poor engagement with an annuity prospect means a lost sales opportunity.

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Business

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Sit Up Straight And Listen Or Just Get Up And Walk Out

How focusing attention delivers value to clients.

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