insurance expert

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  Dodd-Frank: A Guide

  By Allison Bell  |  April 22, 2013

  Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010: The Insurance Provisions

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  PPACA to raise claims costs 32%

  By Ricardo Alonso-Zaldivar  |  March 26, 2013

  The nation's leading group of financial risk analysts says medical claims costs will jump an average 32 percent for individual policies under PPACA.

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  50 best ways to generate leads: Tips 11–20

  By Daniel Williams  |  January 8, 2013

  In person, over the phone, via Internet — the opportunities for lead generation are truly endless.

• 50 Best Ways to Generate Leads

  By Daniel D. Williams  |  January 1, 2013

  Generating new leads is the building block of any advisory practice. Here are 50 tips to take your business to the next level.

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  Warning on variable annuities to advisors: Be afraid. Be very afraid.

  By Gil Weinreich, AdvisorOne  |  December 12, 2012

  Glenn Daily, insurance expert and VA dissenter, says complexity of these products’ guaranteed benefits is beyond most advisors’ ability to assess.

• Fact-find before you sell

  By Drew L. Malkin, CFP, LUTCF  |  September 1, 2012

  Here’s how a holistic approach will lead to better relationships, more referrals and increased sales.

• FSOC Warns About Low Interest Rate Environment Ramifications

  By Elizabeth Festa  |  August 1, 2012

  With U.S.Treasury Secretary Tim Geithner due to address the House Financial Services Committee, July 25, on the annual report of the Financial Stability Oversight Council (FSOC), a Dodd-Frank Act requirement, expect some cautionary words about the health of the insurance industry and concerns surrounding the euro.

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  FSOC Warns About Low Interest Rate Environment Ramifications

  By Elizabeth Festa  |  July 24, 2012

  The FSOC skirts around life insurer reserve issues by noting that the life insurance industry has reduced its minimum guarantees over time, but products sold when interest rates were higher represent a continued drag on profits, the FSOC notes.

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  Treasury's OFR to Cast Wide Net for Data Pool from Insurers

  By Elizabeth Festa  |  July 23, 2012

  The Office of Financial Research's first annual report concludes that direct measures of the insurance industry are “lacking.”

• The atypical annuity purchaser

  By Sheryl Moore  |  June 1, 2012

  "Why don’t more young people buy annuities?"