Chisum Mardis- Representing, American National

It's important for organizations to not lose momentum on their DEI efforts by taking actionable steps towards improvement.

Moving From Words to Actions on Diversity, Equity and Inclusion | PLANADVISER Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of the past few years have helped supercharge efforts to solve a longstanding problem.

Have traditional IRAs from past employers but don't know what to do with them? Roth IRAs are one option.

How to Convert to a Roth IRA A Roth IRA rollover moves money from a traditional IRA into a Roth. There are many good reasons to make the switch, but watch out for the taxes.

Find out how exactly life insurance can help your loved ones.

What does life insurance cover? Life Insurance 101 What does life insurance cover? Life insurance can help your loved ones cover expenses they currently (or will someday) face if your earnings were no longer in the picture. Some of the most common immediate and everyday expenses people use life insurance for include: Funeral and b...

Whether you've never budgeted before or are just looking for new ways to save money, these strategies have something for everyone.

6 Types of Budgets and How to Choose In hindsight, it makes sense that at the height of the COVID-19 pandemic Americans hoarded more money than ever. In fact, the U.S. Bureau of Economic Analysis (BEA) reported that...

Life insurance is one way to help make sure your loved ones are taken care of.

2 steps you can take today to start building generational wealth, according to a financial planner Building generational wealth will look different for everyone, but adequate life insurance and proper estate planning are two smart places to start.

This recent study highlights how far DEI efforts have come within financial services and where more progress needs to be made.

Closing the gender and race gaps in North American financial services An updated view into gender and racial diversity in finance, as well as women’s day-to-day work experiences.

What is critical illness insurance and how does it work?

Critical Illness Insurance: All You Need To Know Being diagnosed with a serious illness or disability can come as a huge shock. It can also have a significant impact on your finances if you’re forced to give up work as a result. Having critical illness cover in place can provide valuable financial support and help alleviate some of the stress o

How can the financial services industry improve its diversity and inclusion efforts?

Diversity and inclusion in financial services: the next chapter The drive for diversity across society at large is not new. Nor is criticism of financial services for its lack of representation and the disparities…

These tips can help anyone regardless of their relationship status.

How to Achieve Financial Independence as a Married Couple Being financially secure is more important now than ever. Many women I know have prioritized financial freedom in their lives over the last couple of

Beneficiary options can include not only people but favorite charities or trust accounts as well.

How to Pick a Life Insurance Beneficiary - InsuranceNewsNet NEW YORK- November 3, 2021-. iQuanti: When you take out a new life insurance policy, the most pressing consideration is which beneficiary will receive the money if you pass on. While many people may believe that you need to designate an individual, like a spouse or child, the truth is there are othe...

Helping educate organizations on unconscious bias is one way to combat exclusion in the workplace.

What to Do About Employees Who Consciously Exclude Women Five practices to help you keep excluders out of your organization — and identify and deal with any who are already there.

What's the difference between a financial advisor and a financial planner?

What's the difference between financial advice and financial planning? I've decided that I would like to get some help with my finances but what is the difference between a financial adviser and a financial planner?

Learn more about why life insurance is important and how to get started.

Why is life insurance worth it? Life Insurance 101 Why is life insurance worth it? Life insurance is absolutely essential if there’s someone you care about who would suffer if you and your financial contributions were no longer in the picture. This could include a spouse, children, disabled family members, aging parents or anyon...

As the workplace continues to evolve, it's important to not lose sight of your DEI efforts.

Don’t Let Hybrid Work Set Back Your DEI Efforts Ask these five questions to make sure employees are being treated equitably.

Find out how best to choose a life insurance beneficiary and who qualifies.

shiny.lifehappens.org

The example leaders set plays a huge role in an organization. Here are three ways to lean in.

3 Ways Leaders Can Step Into Accountability for Diversity and Inclusion Here's what you can do as employees and customers expect you to lead more inclusively.

Factoring psychology into the mix can help you see your savings strategies in a new way.

How to use psychology to control your money To save successfully, it is not enough to know the inflation rate. We also have to keep our goals in mind and stay inspired to keep saving month after month.

Do you know when the best time to buy long-term insurance is?

shiny.lifehappens.org

The research shows that more needs to be done to move from intentions to actions.

U.S. Employees Say Organizations Fall Short on Diversity and Inclusion Action /PRNewswire/ -- New research from Eagle Hill Consulting indicates that many employers are talking about diversity and inclusion (D&I) as a priority, but...

Find out how much life insurance can cost and what factors go into that cost.

How much does life insurance cost? Life insurance costs vary greatly based on age and other factors. Learn how to determine how much coverage you need and the best option for you.

Looking at DEI efforts through a different lens can mean reframing, resetting, and reinventing those efforts.

It’s Time to Reimagine Diversity, Equity, and Inclusion To take DEI to the next level, look beyond broad categories of race, gender, and sexual orientation to discover what truly shapes employees’ experiences at work.

There are many factors to consider when figuring out how much you should have saved away.

Do You Know How Much Money You Need in Savings? Look at your budget to determine the amount you need on hand.

The importance of life insurance has only increased in the last few years, according to recent studies.

Why Life Insurance Must Be A Key Element in Any Financial Strategy - InsuranceNewsNet One-third of Americans said the pandemic was the primary reason they began shopping for life insurance. Now is a good time to turn those intentions into actions.

Life Insurance Awareness Month may be coming to a close this September, but your need for coverage is year-round.

The data surprised researchers as they could only explain for part of the gap.

Household Life Insurance Gap Puzzles Economists | ThinkAdvisor Wealthier households may need less help from insurance but tend to buy more coverage.

Michael was fit and healthy at just age 32 when he collapsed and died as he crossed the finish line of a race. His paychecks stopped coming in, but his family’s everyday expenses still rolled in. Thankfully, they had life insurance.