Saturday, December 21, 2024

Hexure

Company News Broker World -
Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced it has been named to the FinTech Global...
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BenefitMall

News Broker World -
BenefitMall, the largest employee benefits general agency, announces the addition of Mark Espina to its team as the new benefits sales executive for San...
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BenefitMall

News Broker World -
BenefitMall, the largest employee benefits general agency in the U.S., announces the addition of Neil Crosby to its team as the new director of...
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More Unvarnished Meanderings

Monthly Commentary Ronald R. Hagelman -
There are simply those times where we just have to reflect internally. Stare off into the distance and wonder. This is particularly true for...
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Applications Of AI In Life Insurance

Monthly Commentary Ken Leibow -
AI is increasingly woven into the fabric of our daily lives—from smartphones and home appliances to the latest cars and trucks. The life insurance...
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An Interview With Eugene Cohen—The Four Different Types Of Perspective IDI Clients

Disability Insurance Insights 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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My Dad, The Dock Union Strike, And Keeping Up With Times

Monthly Commentary Charlie Gipple, CFP, CLU, ChFC -
My dad died in 2006. Although my dad had many flaws, to me and my brother he walked on water. He was incredibly good...
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People And Their Money

Monthly Commentary David J. Murphy -
“A fool and his money are soon parted.” The origin of this quote is disputed, but it is commonly attributed to an English poet and...
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What Is A Custodial Account And Should You Use One?

General Interest Bryan M Kuderna -
The greatest wealth transfer in history is already well under way. The research firm, Cerulli and Associates, estimates that $84 trillion will be passed...
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What To Do At LTC Claim Time? Stop.

General Interest Claude Thau and Ramona Neal -
They are your clients, and they will have questions. Naturally, your inclination is to help—even if they didn’t purchase the long-term care policy from...
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The Healthiest Guy In The Hospital

General Interest Broker World -
The doctors and nurses all called it the widow maker. Some may call it dark but the heart attack that I suffered three...
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Navigating Digital Transformation In The Life Insurance Industry

General Interest Ken Leibow -
In today’s rapidly evolving digital landscape, the life insurance industry stands at a crossroads, balancing the promise of technological advancement with the practical challenges...
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New Research: How Each Generation Views Employer Benefits

General Interest Jennifer Beck -
As today’s workforce continues to evolve, employers now manage four generations of employees who have differing—and sometimes conflicting—needs. This dynamic prompted ARAG Legal Insurance...
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10 Questions To Ask Clients About Long Term Care Planning

Focus Gretchen Barry -
Long-term care funding tends to be the afterthought of financial planning. People don’t want to talk about it and advisors don’t want to bring...
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The Stealthy Killer Of Americans’ Retirement Stability

Focus Gabriel Lindemann -
College has become the single largest investment for American families, and for some, the costs associated with funding higher education go beyond the sticker...
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I Bought An Annuity With A GLWB Rider

Focus Charlie Gipple, CFP, CLU, ChFC -
I once spoke to an agent that had called me up to discuss a YouTube video where he saw me discussing Annuity GLWB (Guaranteed...
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How To Avoid Making Uncle Sam Your Richest Beneficiary

Focus Ross Friend -
I have had several clients pass away in the last 12 months and all with different “types” of beneficiaries, e.g. spouse, family trust, children,...
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How To Pivot The Conversation To Life Insurance—For The Whole Family

Focus Michelle Kosoi -
There’s a disconnect for many Americans when it comes to life insurance. While only six percent of drivers on the road are uninsured,1 and...
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Broker Words—November/December 2024

Broker Words Stephen Howard -
Our November/December cover expresses a yearning for my image of the press of the past and a more divergent expression of thought. Timely perhaps,...
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An Existential Risk

Monthly Commentary Ronald R. Hagelman -
Alright, got your attention. Maybe it’s only a global catastrophic risk. Everyone will of course reach a conclusion to life’s finite journey, our industry...
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Innovation At The Forefront: How BackNine Insurance And GRAIL Are Redefining Life Insurance

Monthly Commentary Ken Leibow -
In the evolving landscape of the life insurance industry, innovation and technology are becoming key differentiators for companies striving to stay ahead. The first...
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Life Lesson On Disability Insurance: Teach Your Children And Lead By Example

Disability Insurance Insights Eugene Cohen and Michael Cohen -
This past August was my (Michael’s) 34th anniversary of working with producers who offer disability insurance. Eugene Cohen has over 60 years of experience,...
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Whole Life Flexibility And Case Design (Part 2 Of 3)

Monthly Commentary Charlie Gipple, CFP, CLU, ChFC -
In part one of the series, and in last month’s edition, we discussed how it is perceived that whole life insurance is very rigid...
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The Importance Of Focus In A Spinning World

Monthly Commentary David J. Murphy -
One of my favorite authors is Annie Dillard. In a book called The Writing Life, she wrote: “The sensation of writing a book is the...
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2024 Analysis Of Worksite LTCI

Marketing Update Claude Thau, Nicole Gaspar, FSA, MAAA and Chris Giese, FSA, MAAA -
The 2024 Milliman Long Term Care Insurance Survey, published in the July/August issue of Broker World magazine, was the 26th consecutive annual review of...
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The Council For Disability Income Awareness—A New Name. An Expanding Mission.

General Interest Bob Herum -
After nearly two decades, the Council for Disability Awareness changed its name on May 15, 2024. The word “Income” was added to the name...
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New Series On Long Term Care Insurance Claims

General Interest Claude Thau and Ramona Neal -
Claims are the lifeblood of any insurance business. If claims are not paid accurately, promptly, and smoothly, no insurance job is justified because all...
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Talking About The Long In Long Term Care

General Interest Don Levin, JD, MPA, CLF, CSA, LTCP, CLTC -
Twenty-five years ago, the average age of our clients purchasing long term care insurance was sixty-eight. The average age at the time of claim...
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How To Fund An IUL And Get Your Premium Back

Focus Brian Manderscheid -
The life insurance industry heavily promotes and focuses on the idea of using Indexed Universal Life (IUL), or other cash value life insurance policies,...
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A Technical Way Of Looking At GLWBs When Rates Decrease

Focus Charlie Gipple, CFP, CLU, ChFC -
In addition to running an independent marketing organization where I help four hundred agents with their annuities, life, and long term care business, I...
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