Life/Health Insurance

Come here for news, tips, commentary and analysis related to the life insurance, annuity, health insurance, disability insurance, long-term care insurance, Medicare plan and supplemental health insurance markets.

GAO Sizes the Off-Exchange Individual Health Market

Allison Bell |

The GAO has also provided state-by-state numbers for small-group exchange plan enrollment.
Creating Life Settlements Awareness — for the 100th Time

Robin S. Weinberger and Peter N. Katz |

Two veteran life settlement bloggers say they must persist because, sadly, ignorance does.
LTC Hybrid Experience Looks Great: Milliman Actuaries

Allison Bell |

The actuaries say the ratio of actual claims to expected claims has been very low.
Survey Identifies Long-Term Care Planning Resisters

Allison Bell |

The Society of Actuaries has found that some Americans have no intention of thinking about that.
IRS Posts Eagerly Awaited Life Settlement Tax Reporting Draft

Allison Bell |

One question is about how to handle broker comp expenses.
News

Illinois Supreme Court Reaffirms Fixed Indexed Annuities Are Not Securities

Melanie Waddell |

Illinois would have been the only state to treat fixed indexed annuities as a security.
Transamerica Hires LTCG for Long-Term Care Insurance Administration

Allison Bell |

LTCG says it will hire the Transamerica LTCI administration and claims management employees.
How to Be Better at Networking

Michael Goldberg |

One basic step is this: Introduce yourself.
News

Canada Is a Great Insurtech Test Market: Idea File

Allison Bell |

A Breathe Life co-founder talks about why Montreal is a good home for a distribution startup.
9 Long-Term Care Insurance Claim Whisperer Secrets

Allison Bell |

David Rinehart's company helps clients get their benefits.

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Resources

Script: How to Start the Premium Financing Conversation with Clients

From Universal Financial Consultants

Use this script to describe a complicated strategy in a simple way to clients.

Download Resource ›
How to Get High Net-Worth Clients Asking to Meet with You

From Universal Financial Consultants

If you've tried seminars before but with lackluster results, it is likely because the system you were using was not targeting the right clients. Learn a better way to get qualified and motivated prospects coming to YOU for a time on your calendar.

Download Resource ›
The Ultimate Lead-Generation Playbook for Insurance Agents and Financial Professionals

From LegacyShield

This 12-step guide will help you turn prospects into clients and grow your business!

Download Resource ›
Premium Financing Opportunity Workbook

From Universal Financial Consultants

Use this guide to identify the best prospects for an IUL with premium financing strategy and learn how to introduce the benefits to your clients.

Download Resource ›
Why Client Engagement and Personal Referrals Are More Important Than Ever

From LegacyShield

By reminding clients of what you bring to the table -- a real relationship -- and leveraging technology, you can stand out in a tech-dominated field and grow your business.

Download Resource ›

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Life/Health Insurance

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ThinkAdvisor

Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!