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December 7, 2012
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News covering the insurance and financial advising industry

  Top Story 
  • Experts: Multi-channel approach won't supplant life insurance agents
    It's increasingly important for life insurance agents and carriers to identify potential customers and sell their products while using channels including the Internet, social media and mobile devices, but the movement to digital won't make the human touch obsolete, experts say. Potential customers may research life insurance online, but will continue to require the advice of agents when making purchasing decisions, says Don White Jr. of Treasure Coast Financial Services. National Underwriter Life & Health (12/6) LinkedInFacebookTwitterEmail this Story
  Industry News 
  • White paper: Tech integration can boost advisers' revenue 30%
    True technology integration offers financial advisers major benefits, and advisers who to fail to pursue the approach are making a big mistake in how they run their businesses, according to a white paper from SEI. The paper quoted a study by Aite Group that found that a fully integrated technology system can increase an adviser's revenue by as much as 30%. AdvisorOne (12/4) LinkedInFacebookTwitterEmail this Story
  • Keep an eye on these voluntary products in 2013
    Sales of voluntary products are rising as more employers offer voluntary employee benefits. Voluntary-benefits sales rose 4.5% in 2011 compared with the year prior, Eastbridge Consulting Group says. Voluntary products to watch in the coming year include hybrid long-term-care insurance, life and disability coverage, hospital indemnity plans, and dental and vision insurance. (12/3) LinkedInFacebookTwitterEmail this Story
  • Not everyone wants to buy into their firm
    Few young financial advisers have any interest in buying out their bosses or even acquiring an equity stake in the advisory firm that employs them, an InvestmentNews survey indicates. The survey of young people planning to become financial advisers found that only 36% considered a path to ownership or a chance to own stock in their employer's company a high priority. Workforce online (12/4) LinkedInFacebookTwitterEmail this Story
  • Other News
  Policy Watch 
  • Fiscal fixes might hurt retirement industry, experts say
    Several proposed solutions to the country's fiscal woes include measures that would end the favorable tax treatment of 401(k) and similar retirement plans. That could take a disastrous toll on America's retirement industry and on Americans' ability to plan for their future, some experts say. "Destabilizing the employer-sponsored retirement system could have serious unintended consequences for the future," says Lynn Dudley of the American Benefits Council. Financial Advisor online (12/5) LinkedInFacebookTwitterEmail this Story
  • Study: Higher Medicare eligibility age may have far-reaching impact
    A Republican proposal to increase the Medicare eligibility age to 67 could result in "surprising ripple effects," a Kaiser Family Foundation study says. Monthly Medicare premiums could increase if younger participants are left out of the pool, according to the study. Meanwhile, premiums for private coverage offered under the Affordable Care Act and employer costs for company insurance plans could increase if 65- and 66-year-olds opt to continue their coverage under those plans, according to the study. Associated Press (12/6) LinkedInFacebookTwitterEmail this Story
  Building Your Business 
  • Develop a referral strategy that works for you
    Obtaining referrals can be challenging, but they're an essential tool, Russ Wagner writes. He advises grouping clients into categories, separating out the clients you enjoy working with and who serve as advocates for you. Develop and practice a referral process before using it on clients, Wagner suggests, and host events concentrating on a few clients at a time to build relationships. National Underwriter Life & Health (12/5) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • No retirement planning for one-third of U.S. women
    Although women are more concerned about the potential risks they face in retirement than men, a new study by LIMRA found that fewer women had completed any of the basic retirement-planning activities, such as determining expenses and income, calculating assets, etc. Thirty-two percent of women said they had done no retirement planning. Visit the Advisor Today blog for more on LIMRA's study. LinkedInFacebookTwitterEmail this Story
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Freedom lies in being bold."
--Robert Frost,
American poet

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