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Archive for June 2021


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  • How to Change the Narrative Around Annuities

    {June 15th, 2021} by Sheryl J. Moore

    June is Annuity Awareness Month, which is basically like a big, nerdy party for an annuity evangelist like me. This is primarily because I get to be on stage more often, do more webinars and Zooms than is typical. Heck, a few years ago, I even had the opportunity to work with my former Governor […]

    Annuity Awareness Month Edition

    {June 15th, 2021} by Wink's RockStars

    June is Annuity Awareness Month! We will be reprinting our Chief Storyteller, Sheryl Moore’s most requested annuity-focused articles all month long; they will be indicated with “reprint” in the title.  You’ll find these timeless articles are still relevant today. Annuity Awareness Month aligns perfectly with Wink’s top priority of ensuring that the public has the needed information […]

    Examining the Indices in Index-Linked Annuities

    {June 15th, 2021} by Kerry Pechter

    Relatively speaking, an indexed annuity was once as simple as a Schwinn bicycle with fat tires and a three-speed gear shift. The early contracts gave policyholders partial exposure to the growth of just three or four common indices: the S&P 500, the NASDAQ and the Russell 2000 or MSCI-EAFE. Today’s indexed annuities are more like […]

    Second Season of OneAmerica® Speaker Series

    {June 15th, 2021} by OneAmerica

    INDIANAPOLIS, June 8, 2021 /PRNewswire/ — OneAmerica® launches its second virtual speaker series, Leading Tomorrow with OneAmerica, this month. The webinar series will feature thought leaders who will speak on important topics in the financial services industry and today’s workplace. The season will kick off with author Jeff Bush of The Washington Update® on June 10. Kim Thomas and Wendy Dukes of OneAmerica will present on July 15, […]

    DOL to Redefine ‘Fiduciary’ in New Retirement Account Rule

    {June 15th, 2021} by Alex Padalka

    The Department of Labor appears to be rewriting the rules about what constitutes a fiduciary when it comes to retirement accounts. The revisions look to revive elements of the Obama-era rule that called for retirement account advisors to always put client’s interests ahead of their own, which was challenged by the Trump administration and then killed by the […]

    Baby Boomers’ Biggest Financial Risk: Cognitive Decline

    {June 15th, 2021} by Randall Smith

    For baby boomers who manage their own nest eggs, a risk is looming that has nothing to do with stock prices or interest rates. The risk is cognitive decline, which can rob them of their judgment, often without much warning. One big mistake—or a series of smaller ones—can go unnoticed by loved ones, and potentially […]


    {June 15th, 2021} by Sheryl J. Moore

    DON’T ASSUME PROSPECTS KNOW ANNUITIES April 21, 2013 by Sheryl J. Moore By Sheryl J. Moore, President and CEO of Moore Market Intelligence, an indexed product resource in Des Moines, IA.   I was speaking to a health insurance agent today who was looking for information on life insurance and annuities. He was genuinely interested […]

    Finra proposes annual regulatory education

    {June 15th, 2021} by Mark Schoeff Jr.

    Finra is proposing to increase the frequency of continuing education regarding regulatory developments while providing a longer runway for former brokers to reenter the industry as long as they keep up with educational requirements. Click HERE to read the full story via InvestmentNews  

    Financial Independence Group Partners with Carson Group to Provide Life Insurance, Annuities, Disability, and Long-Term Care Solutions

    {June 15th, 2021} by Financial Independence Group

    CORNELIUS, N.C., June 14, 2021 /PRNewswire/ — Financial Independence Group, LLC (FIG), a leading financial services conglomerate, and Carson Group, one of the fastest-growing wealth advisory firms and financial planning ecosystems in the United States, have entered a strategic partnership to power Carson Group’s insurance solutions. The new partnership is the first of its kind in financial services. […]

    TIAA Annuitants Who Stayed the Course Enjoy Historic CREF Payment Increases

    {June 15th, 2021} by TIAA

    NEW YORK, June 14, 2021 /PRNewswire/ — Patience during the pandemic literally paid off for those who stayed in the equity markets despite the market unsteadiness at the beginning of the crisis. TIAA annuitants who elected lifetime income from CREF equity strategies saw a year-over-year payment increase of 60% or more from 2020 to 2021, the first time […]

    CUNA Mutual Group Collaborates with LPL Financial as it Accelerates Digital Experiences in its Credit Union Member Financial Advisory Program

    {June 15th, 2021} by CUNA Mutual Group

    MADISON, Wis., June 14, 2021 /PRNewswire/ — CUNA Mutual Group, a broad financial services provider, today announced another phase of their strategy to accelerate digital experiences for credit unions and their members. After three years of steady growth through strategic investments, innovation and partnerships, CUNA Mutual’s latest update now focuses their wealth management business, CUNA Brokerage Services, Inc. […]

    Penn River Partners with Hannover Re US to launch Reinsurance addition to its digital platform for life and annuity insurers

    {June 15th, 2021} by Penn River

    NEWTON SQ, Pa., June 8, 2021 /PRNewswire/ — Penn River Inc, a leading life and annuity software company, today announces its partnership with top tier reinsurer Hannover Life Reassurance Company of America (“Hannover Re US”), to launch a reinsurance addition to its ProductHub platform. This addition to the platform gives Penn River’s clients the ability to seamlessly integrate with Hannover […]

    PHP Agency Launches Podcast Series Showcasing Agent Diversity and Success

    {June 15th, 2021} by PHP Agency

    DALLAS, June 11, 2021 /PRNewswire/ — The financial services industry can be a tough field where only the strong and focused will survive. The rewards, however, are huge when you succeed. There are a select few who have cracked the code and are earning fortunes in this industry. Though one would think they would keep the secrets […]

    How an Irrevocable Life Insurance Trust Can Be Used to Avoid or Reduce the Estate Tax

    {June 15th, 2021} by Chambliss, Bahner & Stophel, P.C.

    With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding both the federal estate tax, as well as any applicable […]

    Ameritas launches new survivor life insurance product

    {June 15th, 2021} by Ameritas

    LINCOLN, Nebraska, (May 26, 2021) – Ameritas will now offer a new survivor life insurance product, Value Plus Survivor Index Universal Life Insurance (Value Plus SIUL), issued by Ameritas Life Insurance Corp. Value Plus SIUL provides protection for two people and the death benefit is payable at the death of the second insured. The product […]

    We Met the COVID-19 Challenge: Life Insurer CEOs to World

    {June 15th, 2021} by Allison Bell

    Life insurance company executives spent some time Wednesday talking to S&P Global Ratings Insurance Conference attendees about the effects of low bond yields on their companies’ plans for the future. But what the executives spoke about with the most passion is the role their companies played in helping hundreds of thousands of families in the […]

    Online Sales Data Query: Subscribers only

    {June 15th, 2021} by Wink's Intel Pros

    Wink’s online Sales Data Query allows Wink’s Sales & Market Report subscribers to search sales by company, sales per distribution channel, sales based upon company ratings, sales of products* with specific product/rider features. Platinum-level subscribers and insurers now have over 20 years of data included in the online query as a part of their subscription.  […]

    Panic life insurance purchase is the new bad hairstyle

    {June 15th, 2021} by Business Insurance

    A research report for Expertise.com that found many young Americans “panic bought” life insurance during the pandemic and now 21% of them regret it. Of a survey of 1,000 Americans, the report revealed that 25% of Americans bought a life insurance policy during the pandemic and within this group, 21% were ages 18-24, 32% were ages 25-34, […]

    Life Insurer Protective Launches RIA

    {June 15th, 2021} by Karen Demasters

    Protective Life Corporation, a life insurance company headquartered in Birmingham, Ala., has launched a registered investment advisor to create a family of financial service companies. Protective will launch Concourse Financial Group on July 19, Protective announced today. The move will create an organization consisting of Protective’s insurance and financial planning affiliates, which include ProEquities, a […]

    Advisors say life insurance may help combat Biden’s proposed tax increase

    {June 15th, 2021} by Kate Dore

    President Joe Biden wants to raise taxes on inheritances to help fund his lofty infrastructure plans. The proposals call for taxing capital gains on inherited property at death, treating the transfer like a sale. Heirs may exclude the first $1 million of gains ($2.5 million for married couples). This new tax hike is separate from […]

    Franklin Templeton’s Voice of the American Worker Study Reveals Changing Concept of Retirement

    {June 15th, 2021} by Franklin Templeton

    SAN MATEO, Calif.–(BUSINESS WIRE)–Retirement today feels “less cookie cutter than it used to be”, according to 82% of those polled in Franklin Templeton’s Voice of the American Worker Survey. The vast majority of respondents indicate that retirement now looks different for everyone (88%) and that there is no single path to retirement today (82%). A […]

    The Impact Genome Project® and MassMutual Foundation Announce New Research Measuring Social Capital – particularly critical in post-pandemic America

    {June 15th, 2021} by MassMutual

    CHICAGO & SPRINGFIELD, Mass.–(BUSINESS WIRE)–New research from The Impact Genome Project® and the MassMutual Foundation finds marginalized populations face barriers to higher paying jobs, healthcare, and financial stability. The research reveals a higher percentage of low-income Americans and marginalized groups have limited or no personal networks to help them benefit from the nation’s post-COVID economic […]

    I GIVE A DAMN ABOUT ANNUITIES – YOU SHOULD TOO! Reprint #AnnuityAwarenessMonth

    {June 15th, 2021} by Sheryl J. Moore

    I GIVE A DAMN ABOUT ANNUITIES – YOU SHOULD TOO May 19, 2015 by Sheryl J. Moore WHY PEOPLE NEED ANNUITIES I recall well my entrance into the life insurance market. Nearly 20 years ago, I was a single mother with three babies in diapers; wondering what career I could hold in Des Moines, Iowa […]

    Majority of Americans Support Sustainable Investing and Are Ready to Act

    {June 15th, 2021} by Allianz Life

    MINNEAPOLIS–(BUSINESS WIRE)–Perhaps once considered a passing fad, sustainable investing has solidified its place at the investing table and will likely hold that position for years to come, according to a new study* released today by Allianz Life Insurance Company of North America (Allianz Life). In addition, the study found Americans are now turning their attention […]

    The Standard Hires Paul Garofoli as Regional Sales Director, Individual Annuities

    {June 15th, 2021} by The Standard

    PORTLAND, Ore.–(BUSINESS WIRE)–The Standard announced the hiring of Paul Garofoli as a regional sales director of Individual Annuities. Based in Texas, he will work with independent distributors and advisors across the country. Garofoli has 38 years of insurance brokerage and distribution experience. His career has included the disciplines of underwriting, product development, marketing and sales with […]

    Protective Life Launches Concourse Financial Group, Bringing Together ProEquities, First Protective and Protective Distributors

    {June 15th, 2021} by Protective Life Corporation

    BIRMINGHAM, Ala.–(BUSINESS WIRE)–Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced the launch of Concourse Financial Group (“Concourse”). The move will create a unified organization consisting of Protective’s insurance and financial planning affiliates – ProEquities, a leading independent broker-dealer and RIA; First Protective, a multi-faceted brokerage general […]

    Clients Have Unrealistic Investing Expectations: IRI Advisor Counci

    {June 15th, 2021} by Allison Bell

    Members of the Insured Retirement Institute’s Advisor Council see television shows giving some clients unrealistic expectations about financial returns. The Washington-based annuity industry group talks about that challenge in the latest IRI State of the Industry Report.   Market Snapshot: The heart of the report is a compendium of annuity market data. IRI says, for example, that individual […]

    Inflation Is A Yay For Yellen – And Annuities

    {June 15th, 2021} by Steven A. Morelli

    Treasury Secretary Janet Yellen’s assurance that a little inflation and higher interest rates would be good for the economy might have some worried about inflation’s erosion of retirement security, but the higher rates could actually help some retirees. Yellen was responding to concerns about the inflationary effect triggered by the trillions of taxpayer dollars that […]

    REPRINT: FMO Q&A #AnnuityAwarenessMonth

    {June 15th, 2021} by Sheryl J. Moore

    Originally published October 2019 Over the past couple of decades, I have had the pleasure of working with hundreds of FMOs. These distributors drive innovation in product development, have the ability to command sales, and help the independent agent in their quest to best serve their clients.   I am not just the lady that […]

    Van Mueller: It’s The ‘Greatest Time Ever’ For Cash-Value Life Insurance

    {June 15th, 2021} by John Hilton

    Asking question can be the most effective way to sell life insurance. As long as they are the right questions, said Van Mueller, a Milwaukee-based insurance agent. “This is the greatest time to be an insurance and financial professional,” Mueller said. “There’s never been a time like this. And it is the greatest time ever to sell […]

    Ten Rules-of-Thumb for Choosing Indices in Annuities

    {June 15th, 2021} by Kerry Pechter

    Once an adviser and client decide to buy a specific index-linked annuity contract, they need to allocate the client’s premium to one or more of the indices on whose performance their returns will depend.  The client, on his or her own, will have no idea how to make that decision. When it comes to the […]

    Diversification and Insurance: Which Should Come First?

    {June 15th, 2021} by Retirement Income Journal

    To see the complete text of this article, click here. To visit the ‘Retirement Investing’ page at EDHEC-Risk Institute, click here. The authors are Nicole Beevers, Hannes Du Plessis, Lionel Martellini, and Vincent Milhau.   MODERN PORTFOLIO THEORY suggests that the complex problem of investor welfare maximization subject to various constraints is best handled by jointly using three […]

    Jury Awards $114M in United of Omaha Rescission Case

    {June 15th, 2021} by Allison Bell

    Astate court jury in Harrison County, Texas, awarded $113.85 million to the plaintiff Friday in a case involving a dispute over payment of life insurance death benefits. The plaintiff, Johnny Costello, has been trying to collect death benefits under a $500,000 life insurance policy that United of Omaha Life Insurance Company issued to his late […]

    Guaranteed Income Belongs on the Retiree Balance Sheet

    {June 15th, 2021} by David Blanchett

    Retirement is the largest purchase most people will ever make. Fortunately, a good chunk of that expense is covered from a variety of guaranteed income sources, such as Social Security retirement benefits. Despite the importance of guaranteed income, though, in my experience most advisors view guaranteed income only as an income source and do not attempt […]

    Trendspotter: Uncertainty About Mortality Will Rattle Life, Health and Pension Sector

    {June 15th, 2021} by Allison Bell

    The Trend: Life insurers will have to prepare for the possibility that the life span of life insurance policyholders, annuity holders and pension plan participants could fall. The Driver: U.S. life expectancy at birth increased, or at least stayed the same, almost every year from 1943 through 2014.   Insurers, actuaries and personal financial advisors […]

    Some Countries Skip Insurer Systemic Risk Evaluations: IAIS

    {June 15th, 2021} by Allison Bell

    Regulators in many countries are skeptical about the idea that problems at insurance companies could rock the financial system. Officials at the International Association of Insurance Supervisors (IAIS) talk about that finding in a report on how well 26 IAIS member countries are implementing the new IAIS “Holistic Framework” — the Holistic Framework for the […]

    SRI Study: Owning An Annuity Increases Retirement Confidence

    {June 15th, 2021} by Staff Reports

    Year after year, Secure Retirement Institute research shows that pre-retirees’ and retirees’ top concern is running out of money in retirement. The latest SRI data suggests that retirees who own an annuity are more confident than non-owners that their savings and investments will not run out if they live to age 90 (69% versus 44%). […]

    New Study Reveals Health Priorities

    {June 14th, 2021} by Charles K. Hirsch, CLU

    Lincoln Financial Group recently released a study focused on the prioritization of employee mental health. This new study, similar to one released by The Hartford last fall, reveals that employees today have needs and expectations of their employer that too often are not being met. Highlighted in a statement released in late April, the Lincoln […]

    The Insurance Matchmaker — With Jerald Tillman

    {June 14th, 2021} by Susan Rupe

    Shortly before he was due to graduate from Miami University of Ohio back in 1974, Jerald Tillman was invited to meet with a recruiter for an insurance carrier. His response? “I did not go to college for four years to go into the insurance business.” Click HERE to read the full story via INN

    New York DFS Appeals State Court Ruling Tossing Out Regulation 187

    {June 14th, 2021} by John Hilton

    The New York Department of Financial Services has appealed an April 29 decision by a state  court tossing out Regulation 187, the state’s tough rules governing the sales of life insurance and annuities. The appeal was expected and confirmed by a source with the DFS. The appeal goes to the New York Court of Appeals, […]

    Lawsuit Claims Ameriprise Tolerated ‘Sexually-Harassing Conduct’ of FAs

    {June 14th, 2021} by Alex Padalka

    Ameriprise Financial is facing a lawsuit filed by a former registered client associate who claims that two financial advisors with who she had worked at the firm created an “intolerable” environment for her by their “sexually-harassing” behavior.In April, Stephanie Henninger filed a civil action in the Superior Court of New Jersey, Law Division, Somerset County, […]

    Single Premium Buy-Out Sales Drop 77% In 1Q, LIMRA SRI Reports

    {June 11th, 2021} by Staff Reports

    WINDSOR, Conn., June 10, 2021—Following strong fourth quarter 2020 sales results, U.S. single premium buy-out sales totaled $1 billion in the first quarter, down 77% from first quarter 2020, according to the Secure Retirement Institute U.S. Group Annuity Risk Transfer Sales Survey. “Pension risk transfer activity slowed significantly in the first quarter, with just 42 single premium […]

    World Financial Group Already Breaking Records in 2021

    {June 10th, 2021} by WFG

    JOHNS CREEK, Ga., June 9, 2021 /PRNewswire/ — Over the past several months, World Financial Group’s independent agents and representatives have set company records in a variety of key business metrics, in particular with more than 299,000 policies sold and over 225,000 new individuals joining World Financial Group in a 12-month period. These results represent a 24% […]

    RILAs Pop 88% In Sales, Continuing Shift To Variables

    {June 9th, 2021} by Steven A. Morelli

    Annuity sales continued their shift from fixed to variable products in the first quarter with registered index-linked annuities booming with an 88% jump from the first quarter of 2020. RILAs popped 9% over the previous quarter, as did traditional variable annuities, but VAs were down 1% compared with the year-ago quarter, according to the Secure […]


    {June 8th, 2021} by Sheryl J. Moore

    CONSUMERS DEMAND INDEXED ANNUITIES October 31, 2012 by Sheryl J. Moore by Sheryl J. Moore Just fifteen years ago, I was hard-pressed to find any information about indexed annuities in the public domain. Nothing was ever found in the newspaper or at the library; not even on that confounded thing they called “the internet.” It […]

    REPRINT: The (Annuity) sky isn’t falling #AnnuityAwarenessMonth

    {June 8th, 2021} by Sheryl J. Moore

    Part of what I do for my full-time hustle is to track every annuity, its features, rates, and sales. AnnuitySpecs may look like a simple website, but there is A LOT of work that goes into that tool. Almost a dozen people are needed just to keep up with all the product information that goes […]


    {June 8th, 2021} by Sheryl Moore

    April 13, 2018 by Sheryl J. Moore Did you know that the biggest fear of Americans age 50 and older is running out of money in retirement?1 Did you know that an annuity is the one financial instrument that can guarantee an income you will never outlive? Let that sink in. We’ll get back to that in […]

    The Point of Indexing (in Annuities)

    {June 8th, 2021} by Kerry Pechter

    Today, a single indexed annuity contract might include as many as 15 different index choices. About 48% of all fixed indexed annuity (FIA) sales are still allocated to the S&P 500 Index, according to Wink. But almost 40% now gets applied to “hybrid” indexes that blend the performance of stocks and bonds or dynamically allocate between […]

    Seeking ‘An Index that Moves’

    {June 8th, 2021} by Kerry Pechter

    Bryan Anderson owns Annuity Straight Talk in northwest Montana. He’s a licensed insurance agent who sells fixed annuities to people all over the US. Lately he’s been podcasting and training other advisers in how to communicate the indexed annuity value proposition to their clients.  Click HERE to read the full story via RIJ

    Could Life Insurance Pricing Skyrocket As A Result Of COVID-19?

    {June 8th, 2021} by Jay Scheiner, JD, CLU

    Could life insurance rates skyrocket? As the COVID-19 pandemic continues to impact the health of people throughout our country and the world, producers are questioning how the virus will affect life insurance pricing for their clients going forward. I spoke with several industry experts and actuaries–here’s what I found: COVID has made it harder for […]

    Embrace Our Scars

    {June 8th, 2021} by Charlie Gipple

    At 43 years old I am no longer a young puppy. I remember being a 20-something in the business wishing that I could be older because I would then have more experience and credibility. Naturally, somebody who is 20-something in this business is dealing with people that are multiples the age of him or her. […]

    BlackRock CEO Larry Fink Sees Potential for ‘Big Shock’ From Inflation

    {June 8th, 2021} by Annie Massa

    BlackRock Inc. Chief Executive Officer Larry Fink said that investors may be underestimating the potential for a spike in inflation. “Most people haven’t had a forty-plus year career, and they’ve only seen declining inflation over the last 30-plus years,” Fink said at a virtual event hosted by Deutsche Bank AG on Wednesday. “So this is […]

    MDRT Virtual Annual Meeting to Offer ‘Matchmaking’ Option

    {June 8th, 2021} by Allison Bell

    Million Dollar Round Table is using a member matchmaking service and a one-on-one video chat feature to add a human touch to this year’s annual meeting. MDRT is a Park Ridge, Illinois-based group that provides educational and networking opportunities for 65,000 high-volume life insurance, health insurance and financial services professionals. Click HERE to read the […]

    Life Application Activity Levels Off

    {June 8th, 2021} by Allison Bell

    Individual life application volume rose 1.9% between May 2020 and May 2021, according to MIB Group Inc.’s new individual life application activity report. In April, application activity climbed 10.7%. MIB helps life insurers in the United States and Canada share some of the resources used to vet applications for life insurance and related products.   The Braintree, […]

    American National Announces Two New Indices and Strategies to Signature Performance IUL

    {June 8th, 2021} by American National Insurance Company

    GALVESTON, Texas, June 01, 2021 (GLOBE NEWSWIRE) — American National is enhancing and expanding its industry leading indexed universal life product. In addition to the current crediting strategies based on the S&P 500® index; Signature Performance IUL will offer two new index crediting strategies. These new strategies include a low volatility strategy based on the S&P […]

    Life Sales’ Strong Spring May Be A Harbinger For A Record Year

    {June 8th, 2021} by Steve Morelli

    The life insurance sales boom in the first quarter may not be a pandemic-induced outlier – in fact, it might even be a spring harbinger for a record year in sales, according to LIMRA’s CEO.   The first quarter was unusually strong for life sales with 11% increase in policy count and a 15% boost […]

    Insurance Brokerage Market to grow by USD 20.52 billion through 2025|Impacts of Drivers and Challenges|Technavio

    {June 8th, 2021} by Technavio

    NEW YORK, June 2, 2021 /PRNewswire/ — Technavio has been monitoring the insurance brokerage market and it is poised to grow by USD 20.52 billion during 2021-2025, progressing at a CAGR of almost 6% during the forecast period. The report offers an up-to-date analysis regarding the current market scenario, latest trends and drivers, and the overall market environment. Frequently […]

    Annuity Rebound Is Coming, Secure Retirement Institute Says

    {June 8th, 2021} by Staff Reports

    The Secure Retirement Institute is forecasting all individual annuity product lines except traditional variable annuities and fixed-rate deferred annuities to rebound in 2021.   Overall individual annuity sales could see a slight increase in 2021, as the U.S. and the insurance industry slowly transition from the global pandemic. Longer term, SRI expects the total annuity […]

    Annuity Interest Grows Among Workers

    {June 8th, 2021} by Amanda Umpierrez

    More workers are inquiring about guaranteed lifetime income products, reports new research from BlackRock. Surveying just over 1,000 defined contribution (DC) plan participants, the 2021 BlackRock DC Pulse Survey finds that 89% of participants are interested in owning a product designed to generate retirement income, and almost nine in 10 believe that having guaranteed income […]

    Variable Annuities: Winning By Not Surrendering

    {June 8th, 2021} by Steve Morelli

    After all the analysis is done on rates, fees and performance, there is really one key metric that means more than the others – patience. Great returns don’t mean much if investors motivated by emotion or misplaced confidence in their market timing skills jump in and out of funds. When investors jump, those small gaps […]

    NFP Launches a Newly Designed Administration Platform for Bank Owned Life Insurance

    {June 8th, 2021} by NFP

    NEW YORK, JUNE 4, 2021 – NFP, a leading insurance broker and consultant providing property and casualty (P&C), corporate benefits, retirement, and individual solutions, today announced the launch of its newly designed administration platform for bank owned life insurance (BOLI), powered by NFP Connect. The new platform replaces the current administration platform, CPADS, one of the first […]

    The State of Annuities

    {June 8th, 2021} by InsuranceNewsNet

    A look at how annuities are evolving from a year of disorder. Register today for this educational webinar on how annuity markets are rebounding from a year of disruption, both around the COVID-19 pandemic and apart from it. Sheryl Moore, President and CEO of Moore Market Intelligence, will discuss the latest trends and data from […]

    Too Much ‘Hocus Pocus’

    {June 8th, 2021} by Kerry Pechter

    David Lau has been marketing fee-based annuities to Registered Investment Advisor (RIA) firms and their Investment Advisor Representatives for years. He helped start Jefferson National Life, which pioneered the sale of low-cost variable annuities to RIAs; the firm was later sold to Nationwide. A serial entrepreneur, he then launched DPL Financial Partners, a web platform […]

    Integrity Marketing Is Still Shopping: Deals

    {June 8th, 2021} by Allison Bell

    Integrity Marketing Group LLC has announced three new deals. The Dallas-based insurance distributor has acquired:   The Cornerstone Group, which is a Wake Forest, North Carolina-based independent marketing organization that expects to produce about $35 million in annual paid premiums this year. Unified Health, a Sunrise, Florida-based Medicare plan call center company, which helps about 60,000 Americans […]

    Best Annuity Companies

    {June 8th, 2021} by John Rampton

       Despite the fact the annuities can be traced back to Ancient Rome, they haven’t been given the same level of respect as other innovations from that time. I mean when was the last time you criticized the concept of aqueducts, bound books, newspapers, or highways? And, yet, for years people have proclaimed that annuities […]

    InsurTech Market to grow by USD 21.72 billion during 2020-2024, Alan SA and Clover Health emerge as Key Contributors to growth| 17,000+ Technavio Reports

    {June 8th, 2021} by Technavio

    NEW YORK, June 4, 2021 /PRNewswire/ — Technavio has been monitoring the Insurtech market and it is poised to grow by USD 21.72 billion during 2020-2024, progressing at a CAGR of over 36% during the forecast period. The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market environment.  Impact of COVID-19 The […]

    Athene to Speak at the S&P Global Ratings Annual Insurance Conference

    {June 8th, 2021} by Athene Holding, Ltd.

    HAMILTON, Bermuda, June 4, 2021 /PRNewswire/ — Athene Holding Ltd. (“Athene”) (NYSE: ATH) today announced that James Belardi, Chairman and Chief Executive Officer of Athene, will participate in the “Executive Perspectives: Views from Life Insurance CEOs” panel discussion at the S&P Global Ratings “37th Annual Insurance Conference” on Wednesday, June 9, 2021, beginning at 11 a.m. ET. S&P Global Ratings will […]

    New, Expanded Member Benefits Announced for AARP Members

    {June 8th, 2021} by AARP

    WASHINGTON, June 7, 2021 /PRNewswire/ — AARP members can take advantage of  several new and expanded benefits beginning this summer. These new additions to the extensive list of member benefits include savings and special offers from Barclays, Porch, and Guardian General Insurance Limited trading as NEMWIL – A Trinidad and Tobago Affiliated Company. “Once again, we are pleased […]

    Sammons Financial Group Life Division Leader to Retire at Yearend

    {June 8th, 2021} by Sammons Financial Group

    DES MOINES, Iowa, June 7, 2021 /PRNewswire/ — Steve Palmitier, President and Chief Operating Officer of Sammons Financial Group’s life insurance division, announced today his plan to retire at the end of the year. Palmitier is a financial services industry veteran and has been instrumental at growing Sammons Financial Group’s life insurance business lines – Midland National and […]

    Conning: Disruption to Life-Annuity Consumers Provides Large Opportunity for U.S. Life Insurers

    {June 8th, 2021} by Conning

    HARTFORD, Conn., June 2, 2021 /PRNewswire/ — The pandemic disrupted the world in 2020 and into 2021, with broad impacts on the U.S. life-annuity consumer market. Consumers became aware of mortality, morbidity, and economic risks in a novel way, providing opportunities for life-annuity insurers. The Conning Focus Series Report, “Covid-19: the Consumer Impact and Life Insurer Opportunities“, and […]

    Financial Literacy Survey: Mothers More Likely than Fathers to Teach Kids about Money

    {June 8th, 2021} by National Financial Educators Council

    LAS VEGAS, May 6, 2021 /PRNewswire/ — Parents play an important role in preparing their children to reach self-sufficiency and helping them establish a firm financial foundation. Yet, according to the latest National Financial Educators Council’s surveys, most parents have not taught their children enough about money to prepare them for adult life. Between April 28th and May 4th, 1,040 […]

    The Impact Partnership announced today a new partnership with The Lafayette Life Insurance Company to launch Legacy Span, a deferred fixed indexed annuity and whole life insurance policy.

    {June 8th, 2021} by The Impact Partnership

    ATLANTA, June 7, 2021 /PRNewswire/ — Legacy Span is a double policy product that features a deferred indexed annuity with tax-deferred growth, beneficiary protection, and protection from market downturns. The annuity pays into a whole life insurance policy with generally an income tax-free death benefit, and tax-deferred cash value growth. Clients also have protection of principal, a guaranteed legacy […]

    Efma and Accenture Announce the Winners of Innovation in Insurance Awards 2021

    {June 8th, 2021} by Efma

    PARIS–(BUSINESS WIRE)–Efma, an association of more than 2,550 retail financial services companies in 133 countries, and Accenture (NYSE: ACN) today announced the winners of the sixth annual Innovation in Insurance Awards during a virtual ceremony. The awards competition, which recognizes the best insurance technology innovations, attracted 460 entries from nearly 300 institutions in 55 countries […]

    Wells Fargo Launches “About Money” Podcast

    {June 8th, 2021} by Wells Fargo

    NEW YORK–(BUSINESS WIRE)–Wells Fargo Wealth & Investment Management has launched a new podcast, “About Money,” focusing on the healthy and productive conversations people can have about money to help empower their financial decision-making. Hosted by Michael Liersch, head of Advice and Planning for Wells Fargo’s Wealth & Investment Management division, “About Money” will focus its […]

    Symetra Launches Two New Registered Index-linked Annuities

    {June 8th, 2021} by Symetra Life Insurance Company

    BELLEVUE, Wash.–(BUSINESS WIRE)–Symetra Life Insurance Company has introduced two new single-premium registered indexed-linked annuities (RILAs) for clients seeking retirement products that offer growth potential with some downside protection options—Symetra Trek® Plus Index-linked Annuity and Symetra Trek® Frontier Index-linked Annuity. The newest additions to Symetra’s broad product suite join the fast-growing index-linked annuities space, which had Q1 sales of […]

    AM Best Removes From Under Review and Affirms Credit Ratings of Great American Life Insurance Company and Subsidiaries

    {June 8th, 2021} by AM Best

    OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has removed from under review with developing implications and affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issue Credit Ratings (Long-Term ICR) of “aa-” (Superior) of Great American Life Insurance Company (GALIC) and its key subsidiary, Annuity Investors Life Insurance Company (AILIC) (collectively referred to as Great America Life […]

    Best’s Special Report: Net Income in U.S. Life/Annuity Industry’s First-Quarter 2021 Results Show Sharp Year-Over-Year Improvement

    {June 7th, 2021} by AM Best

    OLDWICK, N.J.–(BUSINESS WIRE)–The U.S. life/annuity (L/A) industry saw its net income jump in the first three months of 2021 to $13.3 billion in the first quarter of 2021, compared with a $23.2 billion loss in the same prior-year period, according to preliminary financial results. This financial review is detailed in a new Best’s Special Report, “First […]

    Majority of Americans Support Sustainable Investing and Are Ready to Act

    {June 7th, 2021} by Allianz Life

    MINNEAPOLIS–(BUSINESS WIRE)–Perhaps once considered a passing fad, sustainable investing has solidified its place at the investing table and will likely hold that position for years to come, according to a new study* released today by Allianz Life Insurance Company of North America (Allianz Life). In addition, the study found Americans are now turning their attention […]

    Ric Edelman stepping down from current role at Edelman Financial Engines

    {June 7th, 2021} by Emile Hallez

    Ric Edelman by the end of this year will step back from his role at Edelman Financial Engines, moving further away from the firm he co-founded. Click HERE to read the full story via InvestmentNews

    Olympian Apolo Ohno joins Personal Capital wellness campaign

    {June 7th, 2021} by Nicole Casperson

    The most decorated U.S. male athlete of all time, Apolo Anton Ohno, is the latest addition to the Personal Capital marketing campaign that employs star power to boost brand recognition.   Click HERE to read the full story via InvestmentNews


    {June 7th, 2021} by Broker World

    The House of Representatives has passed the Protecting the Right to Organize (PRO) Act (H.R. 842), a sweeping piece of labor legislation. Among its provisions, the PRO Act as passed by the House would reclassify many insurance and financial professionals as “employees” rather than “independent contractors” under federal labor law. NAIFA argues that such a […]

    Protective Life

    {June 7th, 2021} by Broker World

    Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announced enhancements to available investment options, advancing the company’s presence in the variable annuities space. To help clients better capitalize on growth opportunities, Protective’s commission-based variable annuity solutions and their fee-based advisory solutions will now offer investment options from four […]


    {June 7th, 2021} by Broker World

    To help offer clients short-term control with additional options for long-term growth potential, Allianz Life Insurance Company of North America (Allianz Life) has announced new product enhancements on select index variable annuities (IVAs), also known as registered index-linked annuities (RILAs). These features on the Allianz Index Advantage® Variable Annuity and Allianz Index Advantage Income® Variable Annuity include […]

    Insurance Technologies/IXN

    {June 7th, 2021} by Broker World

    Insurance Technologies, LLC, a leading provider of sales automation solutions for the life and annuities insurance industries, announces the acquisition of IXN, the leading provider of digital data exchange solutions for the life insurance industry. The combined company will fully integrate both companies’ proven systems to offer the most comprehensive and efficient single platform capabilities […]

    Life Insurance Sales Post Dramatic Gains Not Seen in Nearly Four Decade

    {June 7th, 2021} by Susan Wells

    Life insurance policy sales in the U.S. have hit a record-busting pace, logging the highest quarterly growth since 1983, according to the industry research group LIMRA. Sales rose 11% in the first quarter of 2021, compared to the same period in 2020, and new premium growth also saw a double-digit boost, up 15% from a […]

    NAFA Partners with Fellow Industry Leaders for Annuity Awareness Month

    {June 6th, 2021} by NAFA

    Targeted Educational Initiatives Aim to Position Distributors and Producers to Help Increase Annuity Education Nationwide   District of Columbia, WA, June 01, 2021 –(PR.com)– As part of a collaborative effort to help Americans recover from the financial hardships of the ongoing pandemic and create a more secure retirement future, NAFA, the National Association for Fixed […]

    In the wake of AJ’s death, I have found that I have become something I never intended to…an advocate

    {June 3rd, 2021} by Sheryl J. Moore

    When AJ Betts, my firstborn child, died- my world ended. And then- the unthinkable happened. In the wake of AJ’s death, I have found that I have become something I never intended to…an advocate. Today, I am an advocate for organ donation, advocate for suicide prevention, and advocate for LGBTQ+ rights, an advocate against bullying, […]

    Reprint: Annuity Quick Reference Guide #AnnuityAwarenessMonth

    {June 1st, 2021} by Sheryl J. Moore

    Many have never heard of annuities. Perhaps the easiest way to grasp the concept of annuities is to first discuss life insurance products. Life insurance is a contract that pays a benefit in the event you die unexpectedly. In turn, annuities are a contract that pay a benefit in the event you live too long. […]

    Reprint: Americans Are Demanding Annuities #AnnuityAwarenessMonth

    {June 1st, 2021} by Sheryl Moore

    I have seen the demand for annuities grow stronger and stronger over the past couple of decades. When I talk about this with colleagues in the annuity industry, they think I am being facetious. What? You haven’t seen the same? Well, let me show you about the demand for annuities from my own perspective. Click […]


    {June 1st, 2021} by Sheryl J. Moore

    When it comes to life insurance sales, you cannot close the deal without an illustration. Thanks to the National Association of Insurance Commissioner’s (NAIC’s) Life Insurance Illustration Model Regulation, there are very few instances where one need not collect an illustration to get a life policy issued. However, when it comes to the annuity side […]

    REPRINT: 100 facts your clients need to know about annuities: #AnnuityAwarenessMonth

    {June 1st, 2021} by Sheryl J. Moore

    Did you know that that the top fear of Americans is outliving their retirement income? Death comes in as the second top fear. It’s easy to see that annuities are still the black box of the insurance industry … what a shame. Did you know that the top fear of Americans is outliving their retirement income? (Death […]

    NAILBA Charitable Foundation Announces Additions to its Board of Directors

    {June 1st, 2021} by NAILBA

    FOR IMMEDIATE RELEASE—(Fairfax, VA)—May 18, 2021—The National Association of Independent Life Brokerage Agencies (NAILBA) Charitable Foundation, the Association’s philanthropic arm, has elected new officers and board members. NAILBA congratulates James J. Sorebo, CLU, SVP of Sales at Highland Capital Brokerage and former NAILBA Chair, for his election as President of the Foundation. The Foundation also announced […]

    RayJay CEO: ‘Zoom Rooms’ in the Works; Branch Redesign Up Next

    {June 1st, 2021} by Rita Raagas De Ramos

    The pandemic has changed how clients expect to interact with their advisors, and that means firms like Raymond James need to switch up their office plans, too, according to CEO Paul Reilly. “Certainly, face-to-face is important. But for a lot of clients, they don’t want a face-to face meeting every time,” he said yesterday at […]

    The Pandemic Boosted Life Insurance Sales, But for How Long?

    {June 1st, 2021} by Sam J. Friedman and Michelle Canaan

    It’s not surprising that the COVID-19 outbreak spurred a significant boost in life insurance activity. Fear has always been a prime factor in life policy sales, and concern about the potential for infection, severe illness, and possible death has certainly been prevalent during the pandemic. MIB’s Life Index shows U.S. applications rose by 4% in […]

    3 Ways New Regulations Are Choking BDs

    {June 1st, 2021} by Jon Henschen

    The next few years will be all about regulation as broker-dealers figure out the proper balance of Regulation Best Interest’s disclosure, tracking and recordkeeping. Advisors at some broker-dealers tell us the new disclosures required to satisfy regulators have become suffocatingly unacceptable, though not much has changed at other firms. The future balancing act for most […]

    Attorneys Expect N.Y. To Appeal Court Rejection Of Annuity Best-Interest Rule

    {June 1st, 2021} by Tracey Longo

    The insurance and annuities industries may have breathed a collective sigh of relief when the New York Supreme Court Appellate Division on April 29 struck down New York’s amendment to create a best-interest standard for annuities and life insurance sales. But any relief may be short-lived. That’s because the New York Department of Financial Services […]

    Variable Annuity Investors Outperform Their Mutual Fund Counterparts, DALBAR Finds

    {June 1st, 2021} by Tracey Longo

    Retirement investors with variable annuities beat the market and average mutual fund investors over a 20-year period by holding their investments longer, according to new findings from Dalbar, a prominent investor behavior research firm. The average equity VA subaccount investor outperformed the average equity mutual fund investor by 148 bps in 2020, with the average […]

    NAIC Group Defines ‘Accelerated Underwriting’ Over Industry Protests

    {June 1st, 2021} by John Hilton

    A state regulator group reversed course today and approved a definition of accelerated underwriting, and related data elements, after a torrent of criticism. The definition and data elements move on for consideration Thursday by the Market Conduct Annual Statement Blanks working group. If the criteria passes a further vote by the MCAS parent committee later […]

    The traits required to lead through times of crisis

    {June 1st, 2021} by Mia Wallace

    What does it take to lead a business during a time of global upheaval? For many leaders across the insurance profession, it is a question that, until the COVID crisis hit, could comfortably remain unanswered. COVID-19 has impacted countries, industries and individuals across the world and, in doing so, shone a spotlight on the qualities […]

    Covid-19 Expands Life Insurance Purchases Beyond Wealthy

    {June 1st, 2021} by Leslie Scism

    U.S. households from a range of incomes are buying more life-insurance policies than in years past. The number of life-insurance policies sold jumped 11% in the first quarter from a year earlier, the biggest gain since 1983, according to the industry research firm Limra. The boost extends the sales increases that began last year as […]

    Announcing InsurTech Express Launches a New Innovative Website, InsurTechExpress.com, ‘A One Stop Life Insurance Resource’

    {June 1st, 2021} by InsureTech Express

    RALEIGH, N.C., May 24, 2021 /PRNewswire/ — InsurTech Express, LLC – a leading provider of insurance technology content and resources for the Life Insurance and Annuity industry – today announced it has launched a new website, www.insurtechexpress.com replacing its previous website. InsurTech Express did extensive market research and then partnered with a team of experienced Software Developers and Web […]

    Sammons Units Update Universal Life Policies After IRS Code Change

    {June 1st, 2021} by Cyril Tuohy

    Sales of indexed life fell 14.3% in the fourth quarter to $621.3 million, Wink’s Sales & Market Report said earlier this month. Total 2020 indexed life sales were $2.1 billion. Indexed life sales include both indexed UL and indexed whole life. Click HERE to read the full story via Life Annuity Specialist

    Small, High-Flying Annuity Issuer Downgraded by A.M. Best

    {June 1st, 2021} by Richard Bedard

    In April last year, market research firm Wink announced that Upstream was offering the best rates on multi-year guaranteed annuities for terms of three, five, seven, 10 and 15 years. Wink CEO Sheryl Moore said at the time that it was remarkable that the company had the highest rate for every single duration. Click HERE to read the full story […]

    How Secure Act 2.0, Delayed RMD Age Would Boost Annuities

    {June 1st, 2021} by Ben Mattlin

    In early May, the U.S. House of Representatives introduced the Securing a Strong Retirement Act of 2021. Known as Secure Act 2.0, since it builds on 2019′s Setting Every Community Up for Retirement Enhancement (Secure) Act, the bipartisan bill expands opportunities for retirement savers. What’s been largely overlooked, however, are the implications for annuities. Click […]

    Valmark Financial Group Adds MassMutual To Its Line-Up Of Preferred Insurance Partners

    {June 1st, 2021} by Valmark Financial Group

    AKRON, Ohio, May 25, 2021 /PRNewswire/ — Valmark Financial Group today announced it would be adding Massachusetts Mutual Life Insurance Company (MassMutual) to its list of preferred insurance carrier partners. The new partnership will allow Valmark Member Firms access to MassMutual’s entire insurance product portfolio in all 50 states, including Whole Life, Guaranteed Universal Life, Term Life, Disability […]

    With the Goal of Growing its VA Business & Providing Clients with New Income and Investment Protection Options Delaware Life Launches Innovative Variable Annuity with Riders

    {June 1st, 2021} by Delaware LIfe

    WALTHAM, Mass., May 25, 2021 /PRNewswire/ — Delaware Life Insurance Company (“Delaware Life”) has launched an innovative new variable annuity with riders that provide financial professionals and their clients with the choice to prioritize income or investment protection during the first 7 to 10 years of the contract, based on changing market conditions or personal circumstances.  The […]

    DALBAR Study Shows Annuities Improve Investor Behavior

    {June 1st, 2021} by Dalbar

    MARLBOROUGH, Mass., May 25, 2021 /PRNewswire/ — DALBAR, Inc., the nation’s leading researcher on investor behavior, recently found that variable annuity subaccount investors exhibit less destructive behavioral tendencies and have consistently earned more money than the average investor. The study examined the cash flows and balances of over $1.5 trillion in variable annuity assets over a 20-year span to […]

    AIG Retirement Services Launches Self-Directed Retirement Planning Tool to Help Plan Participants Discover Their Path to a Brighter Future

    {June 1st, 2021} by AIG Retirement Services

    HOUSTON–(BUSINESS WIRE)–AIG Retirement Services, a leading retirement plan provider for tax-exempt and public sector employers, today announced the launch of its self-directed version of Retirement Pathfinder, an interactive retirement planning tool now available to plan participants. Retirement Pathfinder delivers a powerful digital experience that helps participants define their retirement lifestyle and financial goals and then […]

    Variable Universal Life Sales Soar: LIMRA

    {June 1st, 2021} by Allison Bell

    U.S. life insurers were busy writing new individual coverage in the first quarter, according to new insurer survey results from LIMRA. The total number of policies sold increased 11% between the first quarter of 2020 and the latest quarter, and the total amount of annualized premiums associated with the policies rose 15%. Click HERE to read […]

    MassMutual Completes Acquisition of Great American Life Insurance Company

    {June 1st, 2021} by Massachusetts Mutual Life Insurance Company

    SPRINGFIELD, Mass.–(BUSINESS WIRE)–Massachusetts Mutual Life Insurance Company (“MassMutual”) announced today the completion of the previously announced acquisition of American Financial Group, Inc.’s (NYSE:AFG) wholly owned subsidiary, Great American Life Insurance Company (“Great American Life”), and other subsidiaries and affiliated entities, for a purchase price of approximately $3.5 billion. “We are excited to welcome Great American Life to […]

    American Financial Group, Inc. Announces Closing of the Sale of its Annuity Businesses and Declares Special Dividend

    {June 1st, 2021} by American Financial Group

    CINCINNATI–(BUSINESS WIRE)–American Financial Group, Inc. (NYSE: AFG) announced today the closing of the sale of its Annuity businesses, consisting of Great American Life Insurance Company (GALIC) and its two insurance subsidiaries, Annuity Investors Life Insurance Company and Manhattan National Life Insurance Company, as well as a broker-dealer affiliate, Great American Advisors, Inc., and insurance distributor, […]

    Transamerica Signs Lease for 35,000 Square Feet at Wills Wharf in Baltimore’s Harbor Point

    {June 1st, 2021} by Armada Hoffler

    VIRGINIA BEACH, Va., May 25, 2021 (GLOBE NEWSWIRE) — Armada Hoffler Properties, Inc. (NYSE: AHH) today announced that Transamerica has agreed to lease the 35,000 square foot 8th floor of the Wills Wharf office building at Harbor Point. With Transamerica, EY, Jellyfish, Bright Horizons, and Canopy by Hilton, Wills Wharf is now 58% leased. Positioned at […]

    Northwestern Mutual Advisors Announce Partnership to form Bera Wealth Advisors

    {June 1st, 2021} by Northwestern Mutual

    Charleston, SC, May 25, 2021 (GLOBE NEWSWIRE) — Wealth Management Advisors Heath M. Johnson and F. Chrys Kanos have partnered to form Bera Wealth Advisors, combining the strength of Northwestern Mutual with the specialized expertise of a boutique firm. Bera Wealth Advisors tailors each client’s financial plan to effectively organize and manage wealth and educate […]