Misconceptions are deterring millennials from buying the life insurance protection they need. This generation (ages 27-42) represents a significant opportunity for the insurance and financial planning industries. According to the
Certainty in the decade of discontent AnnuitiesAfter decades of a bull market, is a correction inevitable? Is a “decade of discontent” ahead, and if so, how can you help clients
The results are in from the 2022 Allianz Middle Market Study.1 What did we find out that you should know? Let’s get right to the biggest news: Consumers in the
Our customer portal was completely overhauled last year to provide policy owners with easier online access to their policies and help them initiate and manage service requests, pay premiums and
A new Index Account Interest & Performance Statement that tracks IUL policy performance has been introduced for policy holders and their financial professionals. The statement, which shows key index performance
Effective February 21, 2023, Select-a-Term is repriced in all states, including New York. The lower rate trend can be seen across all bands.
Have Clients Looking for a Way to Save for Retirement?IRAs can provide a tailored solution to meet your customers needs Read More Toss out those old paper apps – RetireMax
There are a variety of options available to help with long-term care planning. While each may have unique benefits for your clients, when it comes to the middle market, standalone
Client’s ability to earn an income may be their most important asset – even more so than their house, car or savings. But do they understand how fast that income
Did you know that there several premium discounts available to your prospects? The premium discounts below can be used in combination with each other, up to a maximum of 30%: