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American workers are becoming more and more pessimistic about their retirement prospects, according to a new survey by Sun Life Financial, but those who have invested in annuities or hold long-term care insurance are decidedly more confident.

The business process has always been interesting to me. What do we do and how do we do it? We all seem to follow a similar process with varying results. The typical new business progression is as follows: We obtain a potential prospect . . . referral, direct mail, telemarketer or someone we meet on a plane, etc. We attempt to arrange an initial meeting If successful, we tell our story. What is our differentiator? What are their…

FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs.

Even the most able of insurance CIOs may find themselves hard pressed to keep their footing on a rapidly evolving technological playing field. Yet, even if they do, they may find the rules of the game are changing too.

The Obama administration is pulling the plug on a long-term, home-care program included in the 2010 health care reform law that Republicans have derided as a budget trick.

As the cost for health insurance continues to rise, the relationship between a benefit professional and a customer looking for affordable health care benefits can become strained. Despite the tough times, Read in today's BeAdvised why a broker who can provide a silver lining will stand out from the competition as a credible, valuable consultant.

WageWorks Inc. is sponsoring a consumer education campaign which provides resources and tips on the advantages and proper uses of pre-tax benefits. Save Smart, Spend Healthy’s focus expands this year to include information on pre-tax dependent care and commuter benefits, in addition to health care flexible spending accounts.

The American Association for Long-Term Care Insurance announced last week that it will publish its third consumer-focused advertorial section, entitled “Fresh Perspectives on Long-Term Care Planning" in the December issue of Kiplinger’s Personal Finance magazine.

Are you overlooking or denying these three valuable lessons? If so, you are destined to repeat them. Read how you can learn and adapt to become more successful in the industry.

Here's a recent roundup of industry accomplishments. Check to see if a colleague is mentioned this week.