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Under health care reform many employers to stop offering coverage in 2014: study; Insurance assets managed by U.S. investment firms reach record high; MLR rules put agents in "desperate economic situation"; Financial institutions preparing for mass exodus of brokers and advisers
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The June Spotlight on Insurance P&C discusses the P&C market stays soft; tornado areas nation's highest uninsured; P&C insurers expect record weather losses
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The June Spotlight on Income Planning includes a study comparing Americans' saving habits with those of previous generations; new recommendations on advisers and wealth management; and the increasing amounts of trust wealth investors are placing in their advisers.
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The June spotlight on investments discusses how Americans' distrust of the stock market; investors are pessimistic about the economy; Moody's warns U.S. of credit downgrade
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Advisers wary of social media, want to do more to market their practices; Women buying most life with LTC policies; Health care reform benefiting 600,000 young adults: Commonwealth Fund; Advisers should focus on wealth management, not returns, study says
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The June Spotlight on Long Term Care discusses recent trends in LTC sales; amendments made to the CLASS Act by the HHS; and Americans' opinions about potential changes to Medicaid.
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Life insurers may have $1 billion in unclaimed death benefits, regulator says; Medicare and SS don't need to be cut to balance budget, most Americans say; HHS gives out $35 million in insurance exchange grants: report; Wealthy investors handing reins to advisers, survey finds
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The May Spotlight on Life Insurance includes a recent claim that life insurers could have as much as $1 billion in unclaimed benefits owed to policyholders; a second straight monthly increase in life insurance applications; and some of the reasons women aren't buying life insurance.
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The May Spotlight on Estate Planning discusses many college students use advisers to prepare for cost; GOP Senators want details on gift tax investigation; and the Ohio House passes repeal of estate tax.
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Annuity sales up in Q1 with VAs leading; Nearly one-third of 401(k) investors unaware of rollover options; Employee wellness becoming a priority for many multinational organizations; Affluent pessimistic about investing, worried about retirement
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The May Spotlight on Retirement Planning includes a survey showing the benefits of working with an adviser; the recent success of 401(k) plans; and paying for health care costs during retirement.
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The May Spotlight on Annuities includes details on recent stabilization in the life/annuities sector; the February rise in bank annuity sales; and how annuity income at bank holding companies fared in 2010.
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The May Spotlight on Sales and Marketing discusses advisers are still wary of social media; most young agents work for family-owned businesses; and life insurance applications up for second month.
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Affluent Americans unhappy with retirement plan providers, survey says; Women underestimate their value, fail to buy life insurance: survey; U.S. spends most on health care, population least healthy: report; AIG and Treasury to sell 300 million AIG shares
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The May Spotlight on Employee Benefits discusses oral arguments on health reform challenge presented in appeals court; bill defunding insurance exchange grants passes House; 44 million fewer would be eligible for Medicaid under GOP budget
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The May Spotlight on Income Planning includes a recent study about the dangers of the defensive attitude displayed by many advisers; details on the specialized advice sought by many affluent clients; and Americans saving habit during the recession.
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The May spotlight on investments discusses how active traders plant o invest tax returns in stock market; many advisers avoid ETFs; and Humana to offer dividend
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Bill defunding insurance exchange grants passes House; Most Americans lack plans to pay for health care costs in retirement: Sun Life survey; Health care reform "devastating" to agents/brokers, report says; John Hancock life/annuity settlement could lead to industry reform: Chiang
