Here’s What’s Wrong With the 4% Rule
What You Need to Know The 4% rule seems like a simple solution for retirement spending, but there are pitfalls. The best approach is one that adjusts for actual market returns and real-life inflation...
Author: awbfinancial4
Munich Re Specialty Launches FAIR Plan Commercial Wrap Product in California
Article 0 Comments Munich Re Specialty Insurance is launching a FAIR Plan Commercial Wrap, available to commercial insureds in California who seek comprehensive coverage in tandem with their FAIR Plan coverage. MRSI’s FAIR Plan...
Stocks Get Hit as War Jitters Fuel Rush to Bonds
What You Need to Know The S&P 500 was on pace for its worst day since January, Treasuries climbed, and the VIX spiked to levels last seen in October. JPMorgan Chase & Co. and...
Wells Fargo Misses Interest Income Estimates
Wells Fargo & Co. missed estimates for net interest income in the first quarter, a sign that muted loan growth and increased pressure to pay out more for deposits are eating into the benefit...
People Moves: RT Specialty Promotes Murrey to President of Commercial Lines Binding Authority
Article 0 Comments RT Specialty, the wholesale distribution division of Ryan Specialty, headquartered in Chicago, promoted Jason Murrey to president of commercial lines binding authority. Murrey joined RT Specialty in 2017 through the acquisition...
Summit Announces $3.5M Investment to Build the Commercial Brokerage of the Future
Kelowna, BC (Apr. 8, 2024) – Summit is pleased to announce our $3.5M Seed Round of Financing. The momentum generated from this funding is not just a validation of our business model and revenue...
Soaring Insurance Costs Hit as US Buyers Finally Get a Break on Car Prices
Article 0 Comments A new form of sticker shock has hit American car buyers like Darin Davis. In January, when the 56-year-old Dallas real estate agent renewed the insurance on the pearly-white 2024 Cadillac...
5 Ways to Use Testimonials & Boost Your Client Experience
Financial advisors have long bemoaned restrictions on client testimonial. But after more than a year since the Securities and Exchange Commission Marketing Rule became mandatory, still only 7% of advisors are using client testimonials....
Artificial Insurance Trends in Insurance
By SortSpoke — The Property and Casualty (P&C) insurance sector faces many complex challenges. Inflation, climate change and social unrest have led to increasing losses, and a hardening reinsurance market makes it more difficult...
North American Pet Health Insurance Industry Continued Exceptional Growth Rate In 2023
Industry experienced a ~22% year-over-year revenue increase while surpassing the $4 billion mark for the first time Raleigh, NC (Apr. 11, 2024) – The North American Pet Health Insurance Association has released its 2024...