28 March 2019
Financial Planning Online

Record sales yield new leading annuity issuers

The end of the annuity sales slump related to the fiduciary rule also resulted in new top issuers, as fixed and fixed-index products broke records in 2018.

26 March 2019
Think Advisor

4 Life-LTC Combo Product Ideas That Irk Steve Schoonveld

The Lincoln Financial executive corrected the record Monday, during an interview at the ILTCI Conference.
 

20 March 2019
Plan Adviser

Women Need Help Planning for Family Financial and Retirement Goals

Feeling less educated about retirement planning and personal financial planning than they should be is a barrier to the financial planning process, women say, according to a Lincoln Financial survey.

Read the full article here: https://www.planadviser.com/women-need-help-planning-family-financial-retirement-goals/

08 March 2019
Greater Fort Wayne Business Weekly

Giving and getting it back: company volunteerism benefits everyone

Companies nowadays are expected to be more than just a name. They are expected to be active members of the communities and hold a role of service to their employees and neighbors.
 

27 February 2019
Think Advisor

Here Are Advisors’ Favorite Annuity Providers

Here Are Advisors’ Favorite Annuity Providers
Advisors looking at annuities are influenced by different factors when considering different product types, Cogent reports.

By: Michael S. Fischer

Annuity providers pitching their wares to financial advisors should customize their sales and marketing messages in a way that aligns with the specific benefits of different product types clients are looking for, according to a new report from Annuity Brandscape, a Cogent Reports study released Wednesday by Market Strategies International-Morpace.

“Firms looking to bolster advisor interest should work to target the right benefits to the right people at the right time,” Meredith Lloyd Rice, vice president at Market Strategies-Morpace and the report’s author, said in a statement. “Building strong advisor engagement, through wholesaler and digital interactions, is critical to developing this understanding.”

The study was based on an online survey Cogent conducted online in October and November, involving 712 advisors.

Seventy-six percent of advisors in the study said the ability to generate guaranteed income in retirement was their chief reason for selling annuities to their clients.

However, advisors were influenced by different factors when considering different product types.

Advisors said offering clients the best retirement income products was the most important consideration driver for variable annuities, while guaranteed rates and product simplicity were the key areas to convey for fixed and indexed annuities.

According to the study, advisors who want to invest client assets in annuities ranked Jackson National, Lincoln Financial and Pacific Life among the top five providers across variable, indexed and fixed annuities.

Following are the top five annuity providers in consideration by product type:

Variable Annuity

1. Jackson National

2. Lincoln Financial Group

3. Prudential Financial

4. Nationwide Financial

5. Pacific Life

Fixed Annuity

1. Lincoln Financial Group

2. Pacific Life

3. Brighthouse Financial

4. Jackson National

5. Nationwide Financial

Indexed Annuity

1. Lincoln Financial Group

2. Allianz Life

3. Pacific Life

4. Jackson National

5. AIG
 

Republished with the permission of ALM Media. Originally published on 2/27/19. The views expressed in the enclosed article are those of the author only and not necessarily those of any Lincoln Financial Group® affiliate.

Neither the information, nor any opinion expressed herein, shall be construed as a recommendation to buy, or as an offer to sell, any security or insurance product. Certain products may include market risk including possible loss of principal. Lincoln Financial Group is the marketing name of Lincoln National Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, Lincoln Life & Annuity Company of New York, Syracuse, NY, and broker-dealer Lincoln Financial Distributors, Inc., Radnor, PA.

Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities contain both investment and insurance components and have fees and charges, including mortality and expense, administrative, and advisory fees. Optional features are available for an additional charge.

Variable products are sold


26 February 2019
SHRM

HR Needs to Stay Ahead of Automation

Harness the power of automation or risk being automated out of your HR job.

Read more here:
https://www.shrm.org/hr-today/news/hr-magazine/spring2019/pages/hr-needs...


11 February 2019
Think Advisor

Lincoln Financial Updates Life Products

Lincoln Financial Group is introducing a new indexed universal life (IUL) insurance product: the Lincoln WealthAccumulate Indexed Universal Life 2019 policy.

Read the article here: 

https://www.thinkadvisor.com/2019/02/11/lincoln-financial-updates-life-p...


06 February 2019
Insurance Business America

Insurers recognized for helping staff have babies

A new report found that more major companies – including insurers – are improving their benefits to better support the fertility treatment needs of their employees.

Read the article here:

https://www.insurancebusinessmag.com/us/news/breaking-news/insurers-reco...


31 January 2019
Kiplinger

How to Afford Long-Term Care

Your options range from conventional coverage to tapping your life insurance benefits. Read the article here


28 January 2019
USAgNet

Lincoln Financial Named a Forbes Best Employer

Lincoln Financial Group, Radnor, Pa., announced it has been named one of the Forbes Best Employers for Diversity for the second year in a row and ranked in the top third of the 2019 list.

Click here to read the article.