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How America Pays for College

Family income and savings covered nearly half (47 percent) of all college expenses last year, according to “How America Pays for College 2018.” This is the national study from Sallie Mae–the nation’s saving, planning, and paying for college company–and Ipsos, an independent global market..

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Advisory Services Experience Growth

 

A new LIMRA and EY study finds significant growth of advisory services in financial professionals’ business mix across multiple types of advisor channels. The largest growth of fee-based advisory services comes from full-service broker-dealer advisors,. This grew nearly five times, from 10..

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Picturing Life In Retirement Leads To More Savings: Survey

The economy might be thriving, but retiring comfortably still takes plenty of work, planning and a good advisor.

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4 Lessons Learned from Tech Startups

The insurance industry isn’t known for thinking outside the box. Here’s how to inspire a little more big-picture thinking with lessons learned from tech startups.

Entrepreneurs and tech startups create things – software, products, tools, or experiences. In the insurance industry, we’re selling..

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Tip: Nudge Clients To Update Beneficiaries

Ronald Stenger

Managing Director (Morgan Stanley)

 

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How to Build Your Mailing List with Text Messaging

When you build your mailing list with text messaging, you’re giving your clients and prospects more ways to interact with you. In today’s fractured media landscape, this is always a good idea.

How often do you text your family members and friends? If you’re like 97% of smartphone users, you text..

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Alliance for Lifetime Income Launches Index to Track Americans’ Retirement Income

The Alliance for Lifetime Income has launched the “Protected Lifetime Income Index,” a research initiative designed to track how effectively American households are planning to secure retirement income that will last their entire lives.

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Are You Selling Or Educating?

 

Are You Selling Or Educating?By Kelly Donahue-PiroPresident of Agency Performance PartnersCo-Founder of Agency Appeal

 

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NAIFA’s Diversity Symposium Offers Help in Finding Success in the Women’s Market

NAIFA’s recent Diversity Symposium was a valuable source of information about an important market segment for agents and financial advisors—women.

 

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More Young Families Delay Buying Life Insurance

LAS VEGAS, Oct. 03, 2018 (GLOBE NEWSWIRE) -- Millennial families are not buying life insurance at nearly the pace of previous generations. A new survey by SE2, a leading technology and third party administration company focused on the North American life and annuity insurance industry, indicates..

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