Insurance executives appear to be taking innovation more seriously, Ernst & Young's 2015 Retail Life Insurance and Annuity Executive Survey suggests. The areas where focusing on innovation could pay off include telematics and sales and service, Ernst & Young's Doug French says. InsuranceNewsNet online (1/21)
Seventy percent of people working with a financial professional are saving appropriately or even ahead of schedule toward retirement, while only one-third without an adviser are getting such results, a survey by John Hancock Retirement Plan Services says. PlanSponsor.com (1/21)
Take advantage of instant savings and upgrade your technology with a new Lenovo device. Through the NAIFA Member Savings Program, you get ongoing discounts of up to 30%, free shipping on all Web orders, and more. Through the end of January, save up to 44% off select Lenovo laptops and…
In light of recent regulatory changes, advisers and investors would be smart to keep their Social Security knowledge high. So how knowledgeable are you? Mary Beth Franklin invites you to take a quiz to find out. InvestmentNews (1/20)
It's that time of the year. Tax matters will likely be a bit more vexing this year in light of recent tax law changes by Congress. Andrew Rice of Money Management Services walks through some key issues. ThinkAdvisor (1/20)
It's that time of the year. Tax matters will likely be a bit more vexing this year in light of recent tax law changes by Congress. Andrew Rice of Money Management Services walks through some key issues. ThinkAdvisor (1/20)
A bill expected to be introduced in Hawaii would create a long-term-care insurance program under which all permanent residents would qualify to receive about $70 a day in benefits for one year. The program would be funded by increasing the general excise tax. Forbes (1/15
Research suggests that millennials are in tough shape financially. For advisers, this raises a big question, writes Bob Clark. "[H]ow are independent advisors going to replace their aging Baby Boomer clients, who have reached the 'decumulation' stage of their lives?" he writes. ThinkAdvisor (1/20)
A new option available for deferred income annuities is attracting consumers focused exclusively on secure retirement. Opting against a return-of-premium feature at the time of the purchaser's death can boost payouts greatly. InsuranceNewsNet online (1/20)
The Labor Department is close to sending the final version of a proposed fiduciary rule for financial professionals to the White House Office of Management and Budget, people familiar with the matter said. The final draft is expected to be completed at the end of this month or in early…
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