Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
12 Worst States for Deaths in Q1
By Allison BellDeaths are down from the height of the pandemic but still elevated.
April 17, 2023
Nationwide Aims to Compete Harder for Corporate-Owned Life BusinessMany businesses use the policies to increase executives' retirement benefits.
April 13, 2023
Financial Pros Often Downplay Life Policy Investment Features: SurveyLIMRA and Ernst & Young found that agents and advisors focus mainly on the death benefits.
April 06, 2023
New Final Medicare Marketing Rules Curb Event-Based MarketingThe new rules could help agents who serve people who just walk in.
March 28, 2023
12 Best Target Date Funds for 2023 and Beyond: MorningstarFees play a significant role in investors' choice of TDF series, according to the research firm's latest analysis.
March 28, 2023
Regulators Approve Guideline for Index-Linked Variable AnnuitiesAnother NAIC change could affect efforts to show clients how indexed universal life policies might work.
March 24, 2023
Secure 2.0 Act May Breathe New Life Into Cash Balance PlansCash balance plans may now be a viable option for a wider range of employers.
March 23, 2023
Advisor Tells Regulators That Life Illustrations Are Just Too SimpleNAIC panels are also discussing AI, fast underwriting and guarantees from dead banks.