Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
Automated client management prevents lost sales
By Paul Winandy, CFAWhen agents manage life insurance clients through traditional means such as spreadsheets and client files, they may let 15 percent or more of their book lapse each year.
February 21, 2017
Moving the retirement outcome needle: 3 studies shed lightWorkers need a lifetime income option in their employer-sponsored retirement plan. But more than 4 in 10 are unsure whether they have one.
February 20, 2017
Trump team fosters fears he'll adopt alternative economic factsSome statisticians are worried about doctored economic data coming from the administration itself.
February 20, 2017
Women are household CFOs, but barriers remain at workWomen are often left out when money talk starts with a financial professional even when mom heads up the family finances. Millennials aren't having it.
February 18, 2017
House votes to block state-run retirement plansThe House recently passed two resolutions to block Obama administration regulations designed to help states develop payroll deduction IRA plans that dont run afoul of the Employee Retirement Income Security Act.
February 17, 2017
New York Life to Pay $3M in 401(k) SuitThe lawsuit claims New York Life kept the MainStay S&P 500 Fund in the 401(k) plan when a less expensive alternative investment was available.
February 17, 2017
Why prospecting fails and what to do about itHere's how to engage prospects so that they want to find you.
February 17, 2017
The life settlement market is heating upLife settlements are a great alternative to lapsing or surrendering a policy. It is up to you to prevent your clients from leaving money on the table.