N.Y. bill would highlight availability of LTCI New York lawmakers have approved a bill that would allow life insurers to use end-of-life care, such as hospice care, as a trigger for access to accelerated death benefits. Another provision in the bill would allow the state health department to work with…
Advisor 2020 –- Unlock the Secrets to Your Future Success Advisor 2020, published by the GAMA Foundation and sponsored by NAIFA, presents cutting-edge research on industry trends and identifies opportunities for advisers seeking success in a changing marketplace. The book reflects two independent research studies, “The Market of the Future”…
Predicting the future of adviser-client interaction Advisers will still communicate by phone and in-person with clients in the near-future, but methods such as social media, text messaging and videoconferencing will gain importance, Matt Sirinides writes. InvestmentNews (free registration)/Numbers Game blog (7/9)
Sales of indexed universal life are up, study says Sales of indexed universal life insurance made up 31% of all indexed life sales in the first three quarters of last year, up from 14% in 2010, Milliman said in a report. Chronic-illness riders have also gained in popularity during recent…
Commentary: LTC riders are good “backup” to protect finances Long-term-care riders for whole life insurance policies won’t fully cover LTC needs, but they can be a “reliable backup plan,” writes Steven Johnson of Colonial Life & Accident Insurance. The riders cover many of the same services as LTC policies with…
Independent advisers at conference The 2014 Independent Advisors Networking Reception, sponsored by the National Association of Independent Life Brokerage Agencies, will be held during NAIFA’s Career Conference and Annual Meeting at the Manchester Grand Hyatt in San Diego on Sunday, Sept. 7. You must be registered for the NAIFA conference…
July Coach’s Clinic Series — Mastering Questions-Based Selling: Are You Asking the “Right” Questions? By using specific types of questions and knowing when to use them, you can create curiosity in prospects and clients that will lead them into wanting your services. The July Coach’s Clinic Series will help you…
Index: Advisers’ optimism reaches highest level since January An index of financial advisers’ confidence in the markets and economy was up about 4% in June, following a six-month slide, WealthManagement.com says. WealthManagement.com (U.S.) (7/1
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