Drop the Jargon: Clients Don’t Care
"When I hear the word 'underwriting,' I have a mental picture of people working in hell with typewriters," one consumer said in a LIMRA presentation.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.
Web Expert Unveils Social Media’s Untapped Client Riches
Clara Shih is on a mission to help advisors win new clients, build stronger relationships with current ones and bolster their brands via “social selling.”
Hearsay Social Gets New Round of Funding, More Financial Services Clients
The San Francisco-based social media firm, launched in 2009, has raised an additional $30 million in Series C funding, bringing its total funding to $51 million.
Americans Get ‘F’ in Health Insurance Understanding: LIMRA
In a true-or-false quiz posed by LIMRA to more than 2,000 Americans, almost 80% failed.
Insurance Trounces Retirement in Small-Business Benefit Offerings
A little over half of small businesses offer insurance or retirement benefits to their employees, according to research released Monday by LIMRA.
4 Groups of People That Probably Need More Life Insurance
A white paper released by Genworth expressed concern that as families trim their budgets, they may be cutting away important purchases that they shouldn’t do without.
Third of Women Haven’t Made Basic Retirement Plan
LIMRA discovered a disconnect between women’s concern about retirement risk and the steps they’ve taken to prepare, the organization announced Monday.
Estate Tax Indecision by Congress Could Mean Big Tax Liabilities
Nearly 15 million U.S. households—or 12.5%—would have a potential estate tax liability if Congress fails to act when the extension to the Bush tax cuts expires on Jan. 1.
Young Investors More Likely to Buy Insurance From Banks
Young people are more likely to consider buying a life insurance policy through their bank than older generations, a study released Monday by LIMRA found.