Life Insurance

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Life Insurance Satisfaction Surges During Pandemic Year, Survey Says

by FA Staff

Customer satisfaction with life insurance has historically declined, but that may be changing.

Snappy Kraken Launches Convos Text Messaging Platform

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Snappy Kraken, a financial technology company in Ormond Beach, Fla., has launched Convos, a text-messaging platform for financial advisors to use with their clients.

Insurance Coverage Soaring To New Heights

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As billionaires start counting rocket ships among their new toys, it opens up some new insurance possibilities.

Bill Gross Says Bonds Are ‘Investment Garbage' Amid Low Yields

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The former bond king says bonds belong in the “investment garbage can.”

U.S. Sales Of Life Insurance Policies Hit Four-Decade High

by FA Staff

Americans are buying life insurance in record numbers during the pandemic, according to LIMRA.

Ex-Pruco Rep Accused Of Creating, Forging Insurance Applications

by FA Staff

Alon Zak of California created three phony life insurance policy applications, Finra said.

San Antonio Advisor Defrauded Retirees In A $58M Scheme, SEC Says

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The advisor is charged with using some of the money to pay for two weddings and a divorce, the SEC complaint said.

Covid Pandemic Rocks LTC Insurance Industry

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Customers are having a harder time securing a long-term-care policy after the epidemic.

Using Life Insurance To Cushion Blow Of Estate Taxes

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Life insurance strategies can lessen the impact if President Biden's tax hikes become reality.

Life Insurer Protective Launches RIA

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The Alabama-based carrier has created Concourse Financial Group.

Closing The Life Insurance And Annuity Sales Fintech Frontier

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Technological evolution has been slow to come to the insurance and annuity sector.

N.Y. Supreme Court Overturns Sales Regulations On Annuities And Insurance

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Insurance agents and advisors in New York won a lawsuit to overturn the state's best interest sales standard.

The Time Is Right To Close The Life Insurance Gap

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Make a point to ask about life insurance in your upcoming conversations with clients.

Allstate To Take $4 Billion Net Loss This Quarter On Life Sales

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Allstate has been adjusting its strategy to focus more on personal property-liability coverage.

Sound Income Strategies Debuts ETF For Retirees And Pre-Retirees

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Sound income strategies, an RIA specializing in actively managed income-generating portfolios for retirees and those planning for retirement, has launched two actively managed income exchange-traded...

RIA Insurance Provider Gets $26M Equity Investment

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DPL Financial Partners will use the money for technology and infrastructure.

The Important New Roles Of Life Insurance In Estate Planning

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Three recent developments present new and important roles for life insurance in estate planning.

Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Mercer Advisors Launches Insurance Solution For Clients

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The insurance offering expands the Denver-based RIA’s suite of services.

Pandemic Hasn't Driven Consumers To Buy More Life Insurance, Study Says

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There's been no noticeable increase in U.S. consumers looking to buy life insurance since the Covid outbreak.

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