Security Benefit's President Likes Selling Annuities
By Allison BellDoug Wolff's company zigged when other insurers zagged, and sales increased.
March 30, 2021
How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' AdviceSen. Bernie Sanders' plan would spark a huge rise in demand for advanced trust, retirement and charitable planning, the advisors told ThinkAdvisor.
March 30, 2021
Vanguard to Launch New Mobile AppThe new app was "built using client feedback and human-centered design to enhance functionality," the company says.
March 30, 2021
6 Good, Clean Annuity JokesHere are some one-liners that won't offend (unless, perhaps, your client niche is entomologists.)
March 30, 2021
Why Larry Kotlikoff Changed His Mind on Reverse MortgagesThe retirement expert was skeptical of these loans but now thinks retirees should give them a second look.
March 30, 2021
Many Millennials Are Neglecting Health Concerns: HarmonyHarmony Healthcare IT found 47% have been trying to ignore an issue for at least six months.
March 30, 2021
Wilton Re to Acquire Allstate Life of New YorkAllstate will get $220 million for the unit, after putting in $660 million.
March 30, 2021
Health Coverage in a Crisis: A Medicare Customer QuestionSome clients may be losing employer-sponsored coverage. What do you tell them?