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MA and PDP Consolidations Prove It Pays to Run With the Best

Carriers are consolidating for several reasons, but many smaller carriers simply don’t have the resources to compete in today’s environment. 

How to Use HSA to Help Clients Pay For Long-Term Care Insurance Premiums

Using an HSA to pay for LTCI premiums may be an attractive option for your clients who are not eligible to deduct their premiums on their federal tax return.

SMS Agents Make Historic First Sales Using iPad App

The Medicare Advantage industry made a historic technology leap this AEP when SMS agents in Rockford, IL, completed the first MA enrollments using an iPad app.

HHS Awards Grants $220 Million in Grants for Health Insurance Exchanges

Thirteen additional states were awarded federal grants to help them create private health insurance marketplaces.

Are Annuities Really Only Sold and Not Bought?

In a recent study, two-thirds of advisors reported that clients are taking the lead and asking about annuities, rather than the advisor bringing up the idea.

Medicare's Star Quality Ratings Not Reaching Target Audience

A recent survey by Kaiser Permanente shows that less than 30% of respondents know where to find information about Medicare Star Quality Ratings.

Annuity Producer Survey Results

We recently conducted a survey of 80 annuity producers in an effort to learn more about their goals, sales methods and training interests. 

Middle-Income Americans Want and Appreciate Help With Financial Planning

According to a recent study, 51% of pre-retirees and retirees had not been contacted by any kind of retirement professional in the last year.

Market Uncertainty Reinforces Fixed Annuity Sales

People who still haven’t recovered from a 30% or 40% loss in 2008 just watched their portfolios suffer another double-digit loss.

Laddering Annuities to Create an Income Stream

One well-known strategy for creating a steady income stream is annuity laddering or buckets.

AARP Social Security Calculator a "Step in the Right Direction"

Last week, AARP launched a new Social Security calculator designed to help people estimate their Social Security benefits and determine the best time to claim.

GAO Retirement Income Report Makes Case for Annuities

Another official government report supports the use of annuities as a hedge against longevity and market volatility.

LIMRA: Universal Life Sales Up 14% in First Quarter 2011

First quarter Universal Life (UL) insurance sales rose 14% from the same period a year ago, according to LIMRA.

New CMS Marketing Guidelines Regarding Non-Licensed Agents

CMS published new guidelines regarding termination and reporting of agents who are not appropriately licensed to sell Medicare Advantage and Part D plans.

Indexed Universal Life Sales Up 42%

Indexed Universal Life sales in first quarter 2011 were up 42% over the same period last year, according to AnnuitySpecs.com’s Indexed Sales & Market Report.