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Archive for September 2025

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  • Mountain Life Announces North Dakota and Utah Expansio

    {September 4th, 2025} by Mountain Life

    LEXINGTON, Ky., Sept. 2, 2025 /PRNewswire/ — Mountain Life Insurance Company is pleased to announce that it is now operational in the states of North Dakota and Utah. With the awarding of its latest licenses by the states of North Dakota and Utah, the company now offers its range of products to customers in 18 states. Mountain Life looks forward to welcoming […]

    Divine Purpose Financial Partners with Integrity to Help Agents and Clients Maximize Their Potential

    {September 4th, 2025} by Integrity Marketing Group, LLC

    DALLAS, Sept. 3, 2025 /PRNewswire/ — Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with Divine Purpose Financial, an independent marketing organization based in Dallas, Texas, and led by Alyssa and David Sica. Financial details of the partnership were not disclosed. Divine Purpose […]

    Peyton Manning is back as Motivatin’ Manning

    {September 4th, 2025} by Nationwide

    COLUMBUS, Ohio, Sept. 4, 2025 /PRNewswire/ — Just in time to start the 2025 NFL season, Nationwide debuts its latest advertising creative starring football icon and two-time Super Bowl Champion Peyton Manning as Motivatin’ Manning. In the new spot, Manning plays a motivational speaker who, after recognizing Nationwide’s capacity to be both a great insurance AND great financial services company, has made […]

    LIMRA/LOMA completes Alliance for Lifetime Income merger, names board

    {September 4th, 2025} by Staff Reports

    The LIMRA and LOMA merger with the Alliance for Lifetime Income is finalized, and a new advisory board is in place. Rebranded as the Alliance for Lifetime Income by LIMRA, the program will “continue its mission to engage and educate consumers, financial professionals and policymakers about the importance of including protected lifetime income in their […]

    A new era for workplace benefits: Gen Z demands more

    {September 4th, 2025} by Doug Bailey

    Traditional workplace benefits are no longer enough to meet the expectations of today’s employees and companies are racing to adapt their offerings to stay competitive in the changing market. That is the takeaway in new research from EY (Ernst & Young) and LIMRA. With Gen Z now outnumbering baby boomers in the labor force, and […]

    I wish I had more information about the success of life insurance…

    {September 4th, 2025} by Sheryl J. Moore

    I know what you are thinking…I wish I had more information about the success of life insurance over the past quarter/year. Wink, Inc. has got you covered!  (Not only that, but it is FREE-NINETY-NINE!) Check out our blog Read SECOND QUARTER 2025 LIFE INSURANCE SALES for more on what turned out to be a pretty […]

    Vanguard’s President Calls for 60% Bond Portfolios. Advisors Are Skeptical.

    {September 4th, 2025} by Dinah Wisenberg Brin

    This is the latest in a series of columns about portfolio strategies, financial planning and asset management. In a Fortune interview this summer, Vanguard Group’s president and chief investment officer, Greg Davis, departed notably from the standard 60% stock, 40% bond allocation and from popular wisdom favoring U.S. over foreign equities. Read at Think Advisor   Wink’s Moore on the […]

    This Social Security Claiming Strategy Reliably Lifts Retirement Income

    {September 4th, 2025} by Allison Bell

    A recent analysis from the Bipartisan Policy Center explores the virtues of Social Security “bridge” strategies, drawing on insights from Jason Fichtner, its former chief economist and longtime contributor. Many retirees could improve their protection against living longer than expected via bridge strategies, the findings suggest. In these approaches, retirees delay claiming their Social Security benefits by using […]

    The entire point was that they are “simple” to understand. What happened to that?

    {September 4th, 2025} by Sheryl J. Moore

    Is this the year 2002?!? Because structured annuities (a.k.a. RILAs) are “innovating” the same way indexed annuities were nearly 25 years ago… LET’S COMPLICATE THE PRODUCTS TO BE DIFFERENT! Listen: when I need a visual aid to describe how your indexing method works, it is a problem. The agent will not understand it. There is […]

    Price Misconception Still Keeping Younger Generations from Purchasing Life Insurance: LIAM 2025

    {September 4th, 2025} by Insurance Forums Staff

    Young adults are entering their prime working years and reaching major life milestones—buying a house, marriage and parenthood—making them ideal candidates for life insurance. The 2025 Insurance Barometer Study shows Gen Z and Millennial adults are the most likely to say they need life insurance—or more of it—yet these generations are the least likely to believe they […]

    Why do financial planners still avoid annuities?

    {September 3rd, 2025} by Jamie Johnson

    Why do financial planners still avoid annuities? (And why they shouldn’t) My thanks to The Impact Partnership and Dave Edgecomb for having me on the show!     YouTube: Why Financial Planners Still Avoid Annuities (And Why They Shouldn’t) – YouTube Spotify: S1E19: Why Financial Planners Still Avoid Annuities (And Why They Shouldn’t) – Impactful […]

    I Give a Damn About Life Insurance – You Should Too! #LIAM Reprint

    {September 3rd, 2025} by Sheryl J. Moore

    Starting out in the insurance industry 20 years ago, there was one thing that I learned quickly and that was life insurance was a necessity. Life insurance guards against the risk of dying unexpectedly. And let’s face it – we’re all going to die. For that reason alone, I thought that I should purchase life […]

    THE BASICS ON INDEXED UNIVERSAL LIFE: Reprint for #LIAM

    {September 3rd, 2025} by Sheryl J. Moore

    February 7, 2011 It has been nearly thirty years since consumers were first offered the benefits of Universal Life (UL) and with UL came flexibility in premium payments, death benefit options, coverage amounts, and all sorts of other things that they never dreamed of. UL was the beginning of a whole new world of product […]

    US life insurers report solid Q2 results amid market stability – Moody’s

    {September 2nd, 2025} by Josh Recamara

    Publicly traded US life insurers reported steady operating profitability in Q2 2025, supported by stabilizing equity markets and resilient disability margins, according to Moody’s Ratings. While mortality experience was mixed, lower claim severity in disability insurance contributed to earnings. Operating results rose 5% from the previous quarter but were down 3% from a year earlier. […]

    They didn’t, and now it’s too late.

    {September 2nd, 2025} by Sheryl J. Moore

    We had another death in the family. I cannot help thinking- did he have life insurance? Is the funeral funding a burden to his wife? How will his wife be able to maintain her lifestyle? I remember asking my parents these questions, and they both said they “have it taken care of.” They didn’t, and […]

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