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When it comes to expanding your client list, a shotgun approach to marketing may not be quite right. A more strategic approach to generating high-quality leads will likely be more effective, according to Marie Swift of Impact Communications. LifeHealthPro (12/14)
Consumer demand for lifetime income products will remain strong, and the industry continues to roll new, innovative annuity products, according to a report from the Insured Retirement Institute. BenefitsPro.com (12/14)
Carole Bass and Lori Douglass discuss year-end estate-planning issues that are especially important when advising blended families. These families face special challenges, “but not all blended families are the same,” they write. WealthManagement.com (U.S.) (12/14)
Social media could make investors more sensitive to market swings and hurt their investing performance over time, behavioral economists suggest. Many financial firms have not yet formed a strategy to grapple with aspect of clients’ social media use. The Wall Street Journal (tiered subscription model) (12/13)
Young investors with more than $1 million in investable assets are overwhelmingly in favor of using online financial advisers and wealth managers, according to the Capgemini World Wealth Report. The survey found that 87% of high-net-worth individuals under 40 expect most or all of their wealth management to be done…
Applications for individually written life insurance were up 2.7% year-over-year in November, according to the MIB Life Index. The index is also up 2.7% for the year and has risen in 15 of the past 16 months. InsuranceNewsNet online (12/14)
Financial services firms are often loathe to cater to young people, but that is where their future growth will come from, writes Jason Butler. Financial Times (tiered subscription model) (12/11)
Dan Moisand notes that a Roth IRA is part of the owner’s estate. But while “death bed conversions” of a regular IRA into a Roth IRA can cut the size of the estate, that “doesn’t necessarily save any taxes,” he adds. MarketWatch
InsuranceNewsNet is hosting a one-time only live webinar on Tuesday, Dec. 15, 2015 at 12 PM EST. Join moderator Kim O’Brien and her guests, including NAIFA President Jules Gaudreau and NAIFA Director Judi Carsrud, to learn the potential impact the DOL rule will have on the businesses of agents and…
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