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Thought Leadership in Action

Ebix Consulting Success Story #1 Carrier Uses STP to Move Quickly Into New Channels

Big Plans with New Partners A large AM Best A-rated Life & Annuity carrier with over 700,000 customers needed to support aggressive business expansion into the Bank and Independent Broker-Dealer channels. Business within these channels is transacted via electronic STP (straight-through processing) submissions through the DTCC, and the Carrier needed to rapidly adopt this workflow to ...

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Running a ‘Virtual Sales Operation’

With the current coronavirus pandemic and broad shift to remote working, it is more important than ever for the life insurance sector, insurance carriers and distributors, to maintain continuity of operations for producers, agents and all financial professionals. US Life & Annuity distribution in particular has a critical role to play in supporting the financial well-being and protec...

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10 Ways the Secure Act Will Impact Retirement Savings

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It went into effect on January 1, 2020, and brings significant changes for retirement and other financial planning. This new law does several things that will affect consumer’s ability to save money for retirement and influence how they use the funds over time. Here are th...

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5 Things Advisers Need to Know About the Fiduciary Rule in 2020

An Obama-era regulation that required all advisers working on retirement accounts to act as fiduciaries was overturned in court last year, but questions remain about what shape the proposal may still take moving forward. The rule created by the U.S. Labor Department required that broker-dealers consider only the client’s best interests — rather than commissions or fees — when providing r...

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