Monday, November 25, 2024

FOCUS

Focus

10 Questions To Ask Clients About Long Term Care Planning

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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Focus

The Stealthy Killer Of Americans’ Retirement Stability

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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Focus

I Bought An Annuity With A GLWB Rider

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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Focus

How To Avoid Making Uncle Sam Your Richest Beneficiary

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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GENERAL INTEREST

General Interest

What Is A Custodial Account And Should You Use One?

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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General Interest

What To Do At LTC Claim Time? Stop.

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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General Interest

The Healthiest Guy In The Hospital

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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General Interest

Navigating Digital Transformation In The Life Insurance Industry

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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General Interest

New Research: How Each Generation Views Employer Benefits

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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Focus

10 Questions To Ask Clients About Long Term Care Planning

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...
Read more

MONTHLY COMMENTARY

Monthly Commentary

More Unvarnished Meanderings

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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Monthly Commentary

Applications Of AI In Life Insurance

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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Disability Insurance Insights

An Interview With Eugene Cohen—The Four Different Types Of Perspective IDI Clients

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

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

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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Monthly Commentary

People And Their Money

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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NOVEMBER/DECEMBER 2024

BROKER WORDS

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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NEWS

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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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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