Life & Annuity Pro

Apr 19, 2025

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Life & Annuity Pro

A Message From the Editor

– Editor's Note

Slideshow

How 6 Levels of Education Correlate With Annuity and Trust Assets

By Allison Bell

Clients who spent more time in class have a different approach to financial planning.

Slideshow

6 Reasons ‘Annuity' Is No Longer a Dirty Word

By John Manganaro

Inflation is part of the story.

Commentary

Nationwide Names Financial Services Marketing Head

By Allison Bell

Kristi Martin Rodriguez will use the company's marketing budget to mold what U.S. consumers think about retirement.

Slideshow

7 Things Retirement Savers Are Asking Google About Annuities Now

By Allison Bell

Some want the details, some want the basics and some barely know what an annuity is.

Commentary

The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, Too

By Katherine Frattarola

What if they ask you about what to do?

Commentary

Combination Long-Term Care Products Have Taken Over

By Margie Barrie

Clients spoke, and the carriers listened.

Resources

4 Reasons To Sell Simplified Issue Disability Income Insurance (SIDI)

Sponsored by: Illinois Mutual Life Insurance Company

Want a faster, simpler way to help clients protect their income? Learn how this disability income solution delivers speed, flexibility, and competitive rates.

WEBCAST DATE: April 23, 2025

Guiding Clients Without Heirs | Key Strategies for Advisors

Sponsored by SS&C Advent

Join this webcast to discover advanced solutions that streamline planning, enhance client engagement, and improve long-term financial outcomes.

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