important tool

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  Insurers see bias in IAIS draft paper

  By Elizabeth Festa  |  April 16, 2013

  Insurers say the final draft paper on insurer branches in foreign countries has a bias for subsidiary, not branch structure.

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  Enhancing voluntary benefits communications for improved results

  By Jean Wiskowski  |  December 11, 2012

  Employees are being asked to take on a greater share of their benefits costs. That means it’s more critical than ever that they understand the value of their benefits and make the best choices for their financial security.

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  How should you handle the shift to gender-based LTCI pricing?

  By Allison Bell  |  November 1, 2012

  Like life insurance and car insurance before it, some LTCI policies will start charging different rates based on gender. Here’s how you, and your clients, can deal with the change.

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  Transamerica promotes education policy statements for retirement plans

  By Michael K. Stanley  |  October 15, 2012

  Transamerica Retirement Solutions recently released a white paper that stresses the importance of the education policy statement as a crucial component of retirement plan fiduciary management.

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  5 questions: How should you handle the shift to gender-based LTCI pricing?

  By Allison Bell  |  October 9, 2012

  Change can make life difficult, but it can also create opportunities to start conversations.

• The 50+ Market

  By Bill Coffin, Allison Bell  |  June 1, 2012

  5 steps to guide boomers to retirement

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  Court Blocks Liquidation of Penn Treaty

  By Elizabeth Festa  |  May 9, 2012

  A judge suggests that the LTCI insurer might have enough assets and cash flow to pay claims in full for many years.

• Is it 1035 time?

  By David Port  |  December 1, 2011

  Sometimes, exchanging an outdated annuity or life insurance policy for another can be a step up for your clients.

• Proof that sales planning increases win rates

  By Matt Smith  |  November 1, 2011

  The sales plan is an important tool in defining a sales strategy, establishing a roadmap and identifying actions critical for success.

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  Is it 1035 Time?

  By David Port  |  October 31, 2011

  Sometimes, exchanging an outdated annuity or life insurance policy for another can be a step up for your clients.