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Wealthy Americans say it’s harder than ever to build and protect wealth
New report from Chubb probes the millionaire mindset to find what matters to them.
Osaic nabs Lincoln Financial Advisors in latest purchase
The 1,450 financial advisors involved in the transaction oversee approximately $108 billion in assets.
DOL hearing parses intersection of ‘best interest’ and annuity sales
'It’s crystal clear for the prospective client that the insurance producer is selling,' says an insurance industry representative.
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation.
Individual annuity sales to surpass $300B annually, says Limra
Sales will escalate in 2024 and 2025 according to a new forecast.
Most people value a financial advisor; the challenge is signing them up
Allianz study reveals substantial gap between aspiration and action.
‘Annuity Yoda’ sees an industry that could be more thoughtful
Tamiko Toland, a force in the annuities business, recently started a consulting firm.
DPL Financial Partners doubles annuity sales to $2B in little more than a year
Breakaway fiduciary practices have helped accelerate the firm's sales.
Most millennials value life insurance, but cost and confusion are holding them back
The generation appears split on some key components of life insurance.
Long-term care: An uncomfortable but necessary conversation
Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.
Abacus Life partners with Dynasty Financial Partners for new wealth division
The firm will offer clients comprehensive financial planning services.
The insurance industry really doesn’t like the DOL’s proposed rule
Independent agents who sell annuities could be fiduciaries for the first time.
Mother-son team joins Equitable Advisors from Cetera
The Marlton, New Jersey-based pair operate Schwartz Financial Services and oversee $175 million in assets.
Record demand for RILAs pushes Q3 annuity sales to new heights
Total annuity sales increased 21% to $270.6 billion through the first nine months of 2023, Limra reports.
Almost half of Americans not confident in their retirement plans
If only they would get professional advice, things could be so much more positive.
Digital transformation boosts satisfaction with life insurance and annuities
JD Power study reveals who’s leading the customer satisfaction race.
Employers racing to offload pensions to insurers
The trend is a boon for the insurance business, but there are questions about protections for retirees and workers.
House bill to double HSA limits slammed as perk for wealthy
Opponents say the legislation would do little to help most people.
Annuities are changing the game for advisors
Experts discuss the advantages of annuities and a handy tool for advisors at a recent webinar.
$116 billion saved in HSAs, Devenir finds
Asset and investment growth in health savings accounts was strong during the first half.
