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Benefits of Using an IRA to Fund LTC Insurance
It has long been true that utilizing IRA’s to fund specific financial planning objectives is a popular strategy. However, you may not be aware that you can do a lump sum transfer from an IRA to fund an LTC contract, […]
Emphasize the Tax Implications of Self Funding LTC
Undoubtedly, there are clients with enough assets to pay for care should they need it later in life. That said, this may be one of those instances where just because you can, doesn’t mean you should. Simply transferring this risk […]
Try SPWL for Inheritable Assets
Many seniors have set aside a portion of their assets for safe keeping with the sole intention of leaving it to their loved ones ( children, grandchildren, etc.). We are suggesting that you consider SPWL. It is underwritten by a […]
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- Why female leaders are critical for AI’s success in life insurance
by Nicole Mwesigwa on September 3, 2025 at 10:00 amFostering more female leadership within life insurance is not merely a matter of equity. The post Why female leaders are critical for AI’s success in life insurance appeared first on Insurance News | InsuranceNewsNet.
- Broadshore Capital Partners Announces Management Buyout, Becomes Fully Independent Real Estate Investment Firm
by INNFeed on September 2, 2025 at 6:18 pmBroadshore Capital Partners, a national real estate investment and advisory firm, announced today that its management team led by Brad Howe, the firm’ s Chief Executive Officer, has acquired the majority ownership interest formerly held by The Guardian Life Insurance Company of America ®, completing a strategic transition to being a fully independent,... The post Broadshore Capital Partners Announces Management Buyout, Becomes Fully Independent Real Estate Investment Firm appeared first on Insurance News | InsuranceNewsNet.
- Life sales surge 8.5% in second quarter, Wink reports
by Staff Reports on September 2, 2025 at 2:38 pmLife insurance sales for the second quarter topped $2.9 billion, up 8.5% compared to the previous quarter. The post Life sales surge 8.5% in second quarter, Wink reports appeared first on Insurance News | InsuranceNewsNet.
- ‘Sandwich Generation’ Neglecting Retirement Savings, Allianz Life Study Findsby INNFeed on September 2, 2025 at 2:00 pm
Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals, according to the 2025 Annual Retirement Study* from the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America. One in four Americans have a child under 18 and a living parent and... The post ‘Sandwich Generation’ Neglecting Retirement Savings, Allianz Life Study Finds appeared first on Insurance News | InsuranceNewsNet.
- Financial psychology: Reframing the insurance conversation
by Joe Buhrmann on September 2, 2025 at 10:00 amFinancial psychology explores the reasons behind our financial choices, including cognitive, social, emotional and cultural influences. The post Financial psychology: Reframing the insurance conversation appeared first on Insurance News | InsuranceNewsNet.
