Tag: Financial Planning

Key Insights on Life Insurance Awareness for Young Adults

Explore important insights on the role of life insurance for young adults and why insurance professionals should prioritize educating this demographic.

Understanding Tax and Financial Implications of Large Lottery Winnings

Explore the tax and financial planning considerations for large lottery winnings, including federal and state tax impacts, annuity versus lump sum options, and lottery pool regulations.

Modest Long-Term Care Insurance Benefits Offer Practical Coverage Solutions

Explore how modest long-term care insurance benefits can provide effective coverage and financial relief for seniors, highlighting client counseling strategies for insurance agents.

Global Universal Life Insurance Market Set for Strong Growth Through 2033

The global universal life insurance market is forecasted to grow at 8.1% CAGR through 2033, driven by investment protection demand, tax benefits, and tech innovations, with Asia-Pacific leading expansion.

Key Tax Insights for Insurance Professionals on Social Security and Annuities

Stay updated on tax regulations affecting Social Security, annuities, and investment products to better support your insurance clients.

Strategies to Manage and Optimize Holiday Spending in the U.S. Market

Explore practical strategies for U.S. consumers to manage holiday spending effectively in 2025, including budgeting tips, debt management, and leveraging credit card rewards.

Robert T. Keating, Life Insurance Industry Veteran, Passes at 93

Robert T. Keating, a seasoned life insurance and financial planning expert with extensive industry credentials, passed away at 93 in Atlanta, GA. He played active roles in professional organizations including the CLU and Estate Planning Councils.

Year-End Financial Strategies and Spending Insights for 2024

Explore essential year-end financial strategies including maximizing IRA contributions and budgeting tips, supported by U.S. gas price data to guide personal finance decisions in 2024.

SmartAsset Ranks U.S. Cities by Homeowners' Property Tax Burden

SmartAsset analysis ranks 343 U.S. cities by the percentage of homeowner income spent on property taxes, highlighting regional tax burdens and implications for insurance and financial planning.

Workday Named Leader in 2025 Gartner Magic Quadrant for Financial Planning Software

Workday earns top recognition in the 2025 Gartner Magic Quadrant for Financial Planning Software, highlighting AI-driven tools empowering finance teams in insurance and other industries.