Susan Rupe is managing editor for InsuranceNewsNet. She formerly served as communications director for an insurance agents' association and was an award-winning newspaper reporter and editor. Contact her at srupe@insurancenewsnet.com.
Clients who said they are satisfied with their advisor relationships said they still want to discuss their financial plans for retirement and how they manage their money. But they also want to discuss topics such as their careers, their future goals and aspirations, their potential long-term care expenses, and even their family members’ finances.
The eight pillars of trust provide the answer to every organizational or leadership problem, said a keynote speaker at the Million Dollar Round Table’s virtual annual event.
The chief global strategist for J.P. Morgan Asset Management said we are not finished with the COVID-19 pandemic yet, and the economic situation will remain “uncomfortable” until we are.
The 4% rule doesn’t apply in today’s low-interest world, said a retirement researcher who also is the author of several books on retirement planning and spending.
Transamerica’s chief investment officer sees the 2020 market environment as investor-friendly, or what he calls a “Goldilocks” scenario: an economic and market backdrop not too hot or too cold, but just enough for stock and bond investors to generate good returns in the year ahead.
Some finance pros are suggesting that clients consider protecting some of the gains they earned during the market surge of the past year by moving them into a safer product – an insurance product.
The National Financial Educators Council conducted a survey with a single question: “When you have a financial question, who do you turn to for trusted financial guidance?” The most popular answer to the question depended on the age of the respondent.
The CFP Board Center for Financial Planning launched more than three years ago with the goal of ensuring every American has access to competent and ethical financial planning advice. But in order for this goal to become reality, the profession needs to be more diverse and sustainable. Blacks and Latinos represent only 3.7J% of all CFP professionals.
Results of a recent study show advisors and consumers have different opinions of guaranteed income products.
O’Connell, CEO at Next Level Insurance Agency, gave his insights into turning a successful practice into a balanced personal life during the NAIFA Performance+Purpose convention in Orlando, Fla.
Generation X is the forgotten generation when it comes to retirement planning, a study revealed.
The Department of Labor issued a final rule expanding the availability of some multiple employer retirement plans.
Mark Acre breaks down the elements that add up to a successful practice.
Research shows that when consumers are given a choice between receiving a lump sum and having guaranteed lifetime income, more of them have a favorable view of guarantees.
It’s graduation season and, along with finding their first real-world jobs, new grads need help managing their finances.
A survey says the financial downturn led more Americans to adopt less risky financial behaviors, and they are still risk-averse a decade later.
An annual survey shows employees are looking at benefits that will help alleviate their financial stress as well as maintain their overall health.
A study examined how much of a retiree’s nest egg should be invested into a longevity annuity to reduce the odds of running out of money in the later years of retirement.
George Nichols began his tenure as The American College’s president and CEO on Nov. 1 after a 17-year career with New York Life. He wants to see the school expand by breaking out of its insurance niche and focusing on financial services.
A study examined how much of a retiree’s nest egg should be invested into a longevity annuity to reduce the odds of running out of money in the later years of retirement.
As the 2018 income tax filing season heads down its final stretch, many Americans are finding themselves with surprise tax bills. One area that can lead to unwanted surprises come tax season is required minimum distributions.
You don’t have to be wealthy to have an advisor, the results of an industry association membership survey showed.
Cerulli research finds fixed indexed annuities are expected to rise to the top of the leaderboard over the next few years. What’s behind the prediction?
Young families are pouring more money into debt reduction than they should, a new study finds.
Researchers looked at fixed indexed annuities, deferred income annuities, single premium immediate annuities and variable annuities. Here is what they found.
One advisor is finding success selling long-term care insurance to millennials who want to make sure their parents have access to care if they need it.
Many advisors experience real-life issues that call for sound financial planning. Here are a few personal stories that inspired these advisors to go the extra mile for their clients.
