News & Updates


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Fixed Indexed Annuity Sales Grew 17% in 4th Qtr 2010

Fixed Indexed Annuities accounted for $8.2 billion of the $57.6 billion of total annuities sold in the fourth quarter, according to LIMRA.

Medicare Advantage and Medicare Supplement Comparison

Should Medicare Advantage plans be considered competition for the traditional Medicare Supplement producer or an opportunity?

New White Paper: Defusing the Tax Time Bomb

Right now, there are $7 trillion dollars accumulating tax-deferred in qualified accounts like IRAs and 401(k)s. Chances are, a significant percentage of that hefty total will never be used as income. Those who live off of pensions or Social Security would rather continue to defer taxes on their qualified money and let it accumulate for as long as possible.

Mutual of Omaha Plan N Underwriting and Application Changes

Pending approval of a new application, all Plan N applicants will be subject to normal underwriting requirements for tobacco rates and height/weight rate ups.

Insurance Advice for Your Traveling Clients

Travel industry experts largely attribute the uptick in travel insurance sales to an unusually busy year for natural disasters and bad weather.

The Pros and Cons of Premium Finance

Premium financing allows wealthy people to borrow money to pay large life insurance premiums. As with anything, there are pros and cons to such a practice.

The True Cost of $0-premium Medicare Advantage Plans

$0 premium may sound attractive on the surface, but in reality these plans have out-of-pocket expenses many people don't plan for.

The Versatility of Medicare Supplement

Med Supp has always been a great choice for retired seniors, and its appeal for agents as a versatile lead-in for cross-selling is growing stronger than ever.

How to Increase Your Qualified Annuity Business

Find out how to intentionally target larger qualified money cases in your practice.

The Past, Present and Future of Medicare

Change in the Medicare market is almost certain, and agents who want to thrive selling to seniors must be prepared to learn and adapt when change comes.

Making the Switch from Medicare Advantage

Here are 5 questions and answers about the process of disenrolling from Medicare Advantage.

The Rise of the Indexed Annuity

Why are indexed annuities experiencing such a surge in popularity? We believe it’s because offer three unique attributes clients can’t find anywhere else.

Compliance Corner: What Constitutes Investment Advice?

What exactly constitutes investment advice that requires registration?

5 Steps to Annuity Suitability

Over the last several years, many states have begun to specifically define what agents must consider when selling annuities — especially to seniors.