Advisers Latest

One of the first (and most popular) changes brought on by health care reform was the mandatory extension of health plan eligibility to adult children up to age 26 regardless of student status or dependence upon the employee. Most people predicted that the rate of ineligible dependents would decrease after this provision took effect. Based upon a study my firm recently completed, comparing similar populations before and after the implementation of this provision, we can…

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

According to an online survey of 805 life insurance policyholders across the United States, the majority (70%) of them are confident their beneficiaries would know how to file a claim. In fact, most have taken proactive steps to help them prepare.

Half of America’s households (about 58 million) claim to be underinsured when it comes to life insurance, according to a new study from LIMRA. The study, “Trillion Dollar Baby Growing Up,” revealed as much as $17.5 trillion in untapped sales potential for the life insurance market.

The term “social media” was recently added to the Merriam-Webster dictionary, reflecting the reality of its presence and power in both business and social settings. But there is a consumer-driven evolution underway in social media that is portending the end of an era, according to Brian Solis, an expert in new media and principle at Altimiter Group, a research advisory firm.

South Carolina does not want any more federal money to set up an insurance exchange, the state's health regulator said on Thursday, citing fears about the strings attached to the funds.

When I say Bernie Madoff, what do you say? Without more than a second, you might generate sinister synonyms such as “thief,” “crook,” “con-man,” or “man with no ethics.” The list could go on and on. And as we all know, the sad fact is that the damage Madoff inflicted was not just monetary. He also crushed the public’s opinion of the advisery community. Those of us in his wake have been given the task of…

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

Financial advisers and human resources managers looking for new and more effective ways to interact with their Baby Boomer employees should be inspired by a new report that finds social networking participation among this highly coveted group surged more than 60% in the past year.

In part two of a two-part blog series Robert Winslow, principal of Elm Street Partners, continues his blog about some of the opportunity that the new health care legislation has brought apart. Supplemental Coverages. PPACA accelerates a market change that has been evolving for some time, one that sees real business growth from supplemental coverages versus the base health plan. Supplemental products have come a long way in recent years, both by voluntary carriers and…