Friday, July 26, 2024

FOCUS

Focus

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

Charlie Gipple, CFP, CLU, ChFC -
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...
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Focus

Asset-Based Long Term Care Protection

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

LTC Survey

2024 Milliman Long Term Care Insurance Survey

Claude Thau, Nicole Gaspar, FSA, MAAA and Chris Giese, FSA, MAAA -
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...
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GENERAL INTEREST

General Interest

How A Reverse Mortgage May Enable Clients To Move On

Christine Jensen -
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...
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MONTHLY COMMENTARY

Monthly Commentary

Update: Annuities Versus The Four Percent Rule Of Thumb

Charlie Gipple, CFP, CLU, ChFC -
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...
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Monthly Commentary

Who Killed Cock Robin?

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

The Future Of Life Insurance Underwriting: Embracing AI And Data

Ken Leibow -
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...
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Disability Insurance Insights

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

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

Advising The Giver

David J. Murphy -
Right before my wife and I went on vacation a friend of mine sent me a book to read. I love reading. The genre...
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JULY/AUGUST 2024

BROKER WORDS

Broker Words—July/August 2024

Broker Words Stephen Howard -
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...
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NEWS

NAIFA

Association News Broker World -
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...
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Hexure

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

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

Association News Broker World -
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...
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Hexure

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

Company News Broker World -
As part of a new offering from the OneAmerica FinancialSM Female Retirement Professionals Program, OneAmerica Financial and Broadridge Retirement and Workplace are collaborating to...
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Hexure

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