Tuesday, July 23, 2024

FOCUS

Whole Life Flexibility And Case Design (Part 1 Of 3)

Part 2 and Part 3 will be in following months’ editions. I always get the question, “Which product do you like best, whole life insurance...

Asset-Based Long Term Care Protection

Your clients work with you today because they need your help piecing together their puzzling financial plan so their retirement lifestyle is comfortable and...

SPECIAL INSERT

2024 Milliman Long Term Care Insurance Survey

The 2024 Milliman Long Term Care Insurance Survey is the 26th consecutive annual review of stand-alone long term care insurance (LTCI) published by Broker...

GENERAL INTEREST

How A Reverse Mortgage May Enable Clients To Move On

Seniors looking to downsize to a smaller but more luxurious home can do so without digging into their retirement savings. Rachel’s husband was a very...

MONTHLY COMMENTARY

Update: Annuities Versus The Four Percent Rule Of Thumb

The following analysis on GLWBs versus the Four Percent Rule has been updated to today’s GLWB offerings. I recently saw somebody write about how we...

Who Killed Cock Robin?

I grew up in the business and have voluntarily donated my professional career to the cause of building leveraged firewalls or strategic contingency reserves...

The Future Of Life Insurance Underwriting: Embracing AI And Data

As many of you know from my previous articles, I attend numerous life insurance and insurtech conferences each year—typically around 15-20 events. At these...

An Interview With Eugene Cohen–Asking Questions Uncovers The Need!

With the help of Victor Cohen, this is part of our ongoing series with Eugene Cohen, founder of the Eugene Cohen Insurance Agency, Inc.,...

Advising The Giver

Right before my wife and I went on vacation a friend of mine sent me a book to read. I love reading. The genre...

JULY/AUGUST 2024

BROKER WORDS

Broker Words—July/August 2024

Well, here we are in our first foray into the bi-monthly format. Hope and I have already expanded our personal travel plans to include...

NEWS

NAIFA

The National Association of Insurance and Financial Advisors (NAIFA) has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training...

Hexure

Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the addition of annuity products to its quoting...

Allianz

Financial professionals who sell life insurance policies for Allianz Life Insurance Company of North America (Allianz Life) can now use a new tool to...

NAIFA

The National Association of Insurance and Financial Advisors NAIFA supports the newly introduced Congressional Review Act (CRA) resolution disapproving the DOL’s final fiduciary-only rule...

Hexure

Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced that Protective Life Insurance Company (Protective), a subsidiary...

OneAmerica

As part of a new offering from the OneAmerica FinancialSM Female Retirement Professionals Program, OneAmerica Financial and Broadridge Retirement and Workplace are collaborating to...

Hexure

Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, in tandem with Legal & General America (LGA), one...