Social Security money

SSA Announces COLA Increase for 2024

The more than 66 million Americans who receive Social Security retirement benefits are set to receive a cost-of-living increase next year. The Social Security Administration (SSA) announced this week a 3.2% COLA boost for 2024. This is significantly lower than last year’s 8.7% increase. The increase will see the average monthly benefit check jump by almost $60…

On The Move – October 10, 2023

October 15, 2023 – Effective Date of Change Lincoln Financial Group Fixed Indexed Annuity Lincoln Core Capital 10,000+ Lincoln Core Capital 100,000+ Lincoln Covered Choice 5 10,000+ Lincoln Covered Choice 5 100,000+ Lincoln Covered Choice 5 Advisory 10,000+ Lincoln Covered Choice 5 Advisory 100,000+ Lincoln Covered Choice® 5 II 10,000+ Lincoln Covered Choice® 5 II 100,000+ Lincoln Covered Choice® 5 II Advisory 10,000+ Lincoln Covered…

Senior couple meeting with financial advisor

Shifting Paradigms: The Importance of Holistic Financial Planning

The role of the financial advisor has evolved significantly in recent years. Gone are the days when advisors merely executed transactions on behalf of their clients. Instead, a paradigm shift is underway, with financial professionals now emphasizing holistic financial planning. This transformation is a response to the growing need for comprehensive, client-centric advice that addresses…

On The Move – October 3, 2023

October 4, 2023 – Effective Date of Change Oceanview Life and Annuity MYGA October 8, 2023 – Effective Date of Change National Life Group Fixed Indexed Annuity FIT Secure Growth 5,000+ FIT Select Income – Max Bonus 5,000+ FIT Select Income – Split Bonus 5,000+

On The Move – September 26, 2023

September 27, 2023 – Effective Date of Change Americo Fixed Indexed Annuity Elite 5 10,000+ Ultimate One Index 7 10,000+ Ultimate One Index 9 10,000+ Ultimate One Index 9 Bonus (411) 10,000+ MYGA September 28, 2023 – Effective Date of Change Ibexis Fixed Indexed Annuity MYGA Plus 3 FIA 10,000+ MYGA Plus 3 FIA 100,000+ MYGA Plus 3 FIA CA 10,000+ MYGA Plus 3…

On The Move – September 19, 2023

September 20, 2023 – Effective Date of Change American Life Fixed Indexed Annuity American Fusion MYGIA 10,000+ MYGA September 20, 2023 – Effective Date of Change Fixed Indexed Annuity NAC VersaChoice 10 20,000+ NAC VersaChoice 10 75,000+ NAC VersaChoice 10 (ELB) 20,000+ NAC VersaChoice 10 (ELB) 75,000+ Performance Choice 8 20,000+

B2B Life Insurance Marketing Tips

When it comes to life insurance, many agents and advisors focus most of their efforts on consumers. This can be a wide-open market that consists of young families, those nearing retirement, and everyone in between. However, it would be a mistake to overlook the equally open territory of small businesses. Many business owners may not…

Closeup of a man choosing wooden dice with smiling face out of three options in a conceptual image of customer satisfaction.

Overcoming Life Insurance Objections

Nearly half of American adults do not have life insurance. That’s according to a recent LIMRA survey that also found more than 40% of adults reported having insufficient coverage. That same study revealed that interest and intent to buy life insurance are at all-time highs. So why aren’t more people buying policies? There are several…