Rising Premiums Emerge as Great Disruptor, Despite Strong Carrier Relationships: J.D. Power 2023 U.S. Independent Agent Satisfaction Study Troy, MI (Oct. 3, 2023) – While independent insurance agents continue to be satisfied with their...
Article 0 Comments A new report from the Consumer Federation of America (CFA) says chief executives of insurance companies are “living high on the hog” as policyholders are forced to absorb increases in insurance...
What You Need to Know High returns are great. Dream vacations are great. What happens when your clients can no longer live safely on their own? We are a society attuned to success —...
The court’s decision “is instrumentally useful for advocates of stronger fiduciary protections in investment advice to make that case,” Tierney said. Indeed, Ron Rhoades, associate professor of finance at Western Kentucky University and director of...
What You Need to Know Valuing Social Security claiming strategies only according to expected benefits neglects the program’s longevity insurance value, a new paper argues. Reframing claiming decisions accordingly can help individuals facing greater...
The Financial Industry Regulatory Authority wants to revise its Code of Arbitration Procedure for Customer Disputes to revise and restate lawyer qualifications. FINRA has filed with the Securities and Exchange Commission to restate the qualifications for representatives...
What You Need to Know Self-directed individual retirement accounts can allow clients to invest in real estate, venture capital funds and even cryptocurrency. It is critical to understand the rules governing self-directed IRAs before...
Toronto, ON (Oct. 2, 2023) – Navacord Corp. is pleased to announce their recent partnership with Harbord Insurance, effective September 1. Operating out of three locations across Vancouver Island, Harbord Insurance has become well-known...
Hamilton, Bermuda (Sept. 26, 2023) – Mosaic Insurance is pleased to announce it has built out its team of underwriting specialists to provide global capacity in five lines of business to brokers and clients...
Article 1 Comment The second trial for former insurance mogul Greg Lindberg, accused of attempting to bribe the North Carolina insurance commissioner, could be delayed, thanks to a co-defendant’s legal representation issues. Lindberg, who...
