Verisk CEO Still Sees Pressure on Life Insurers
Verisk Analytics CEO Lee Shavel said Wednesday that some life insurers are facing pressure, and that the pressure is good...
life insurance
Workplace Flexibility Creates New Challenges for Women in Retirement Field
What You Need to Know Significant strides have been made to accommodate the needs of caregivers in the workplace, but...
New Retirement Bill Expands 403(b) Fund Menu
New legislation would allow 403(b) plans to invest in collective investment trusts (CITs) and unregistered insurance company separate accounts. H.R. 3063, the Retirement...
Where Do Annuities Fit in Your Client's Retirement Strategy?
“You’re not necessarily selling stocks with a risk premium to purchase the annuities; you’re trading bonds for annuities,” he explained....
Gen Z Coming Up Short on Disability Insurance
The sample did not include the full range of Gen Z Americans. To participate in the survey, a worker had...
Snappy Kraken Unveils Digital Marketing Solution: Tech Roundup
What You Need to Know Interactive Brokers launched Custom Indexing for Registered Investment Advisors, a new direct-indexing solution. Broadridge Financial...
For Mike Sizemore, Disability Insurance Was a Financial Lifesaver
Life Happens first met Mike Sizemore in 2015, three years after a drunk driver hit him while he was crossing...
The Disadvantaged Retirement Sector: Women
What You Need to Know Women often earn less. They often live longer. They may not ever think to talk...
Get Ahead of the California AB 567 Long-Term Care Curve
What You Need to Know Some clients might spend more on taxes, and some might spend less. Some might want...
SEC Boosts Private Fund Reporting Requirements
The Securities and Exchange Commission Wednesday adopted amendments to Form PF, the confidential reporting form for certain SEC-registered investment advisors...
