Financial Education for Securities, Banking, & Insurance Professionals.

Industry News

Valuable surveys, studies and reports are being conducted everyday that contain information useful to financial services professionals. Here are some articles containing statistics that may provide you with valuable insight.

"Americans get failing grades in retirement knowledge"
USA Today
December 3rd, 2014

"Half of Generation Y Says Need for Financial Advice has Increased in Last Few Years"
September 22nd, 2014

"Obamacare SHOPs Fall Short Of Intended Goals, CMS Still Can't Provide Enrollment Data"
September 19th, 2014

"Ask the Experts: Policy Changes for a Brighter Retirement"
September 26th, 2013

"Today’s Modern Family Creating More Pressure for Women to Seek Financial Independence"
Business Wire
May 7th, 2013

"With Americans Falling Behind On Their Retirement Goals, Protecting Against Disability Should Not be Overlooked"
PR Newswire
May 1st, 2013

"7th Annual ReviveHealth Payor Survey Reveals Trust Factor as Important as Rates "
Business Wire
May 1st, 2013

"MIB Life Index Reports U.S. Life Insurance Activity Up +4.2% in March "
PR Newswire
April 12th, 2013

"Northwestern Mutual Study Finds Americans Taking on More Risk Than They Would Prefer "
PR Newswire
April 2nd, 2013

"Super Mom or Super Concerned? New Study Shows Mom's Finances Are Stretched Thin, but Few Seek Professional Advice "
PR Newswire
April 1st, 2013

"Women Underestimate Their Family Contributions By Lacking Sufficient Life Insurance, Says I.I.I. "
PR Newswire
March 13th, 2013

"Newer Long Term Care Insurance Options Offer Significant Savings "
Market Wire
March 7th, 2013

"Milliman analysis: Pension deficit increases by $6 billion in February "
PR Newswire
March 6th, 2013

"Dentist, Sit-Ups or Financial Planning? "
PR Newswire
March 6th, 2013

"Children’s Inheritance First to Go When Paying for Long-Term Care Costs "
Business Wire
March 4th, 2013

"National Survey Reveals Hispanics Optimistic About Their Families' Financial Future Despite Recognized Need For Long Term Planning "
PR Newswire
February 26th, 2013

"Fewer Americans Getting Health Insurance From Employer"
Gallup Poll
February 22nd, 2013

"Study: Health Insurance Exchanges Represent Immense Opportunity and Potential Risk for Health Insurers "
PR Newswire
February 20th, 2013

"Lincoln Financial Group Offers 2013 Product Trends Impacting Life Insurance and Annuity Markets"
PR Newswire
February 15th, 2013

"Americans Struggle to Save Despite Optimism about Financial Situation"
PR Newswire
February 12th, 2013

"Insurance industry faces challenges and constraints as it looks to the future, according to new study by BNY Mellon and the Economist Intelligence Unit"
PR Newswire
February 12th, 2013

"Women Business Owners Decidedly Optimistic About 2013"
PR Newswire
February 11th, 2013

"Business Owners Undecided on How to Handle Healthcare Costs in 2013 "
PR Newswire
February 7th, 2013

"Less Than One in Three Americans Have a Living Will, Says New Survey"
PR Newswire
February 7th, 2013

"Ameriprise Financial Survey Shows Americans Experience Disconnect Between Emotions, Retirement Goals and Financial Reality"
Business Wire
February 5th, 2013

"Aon Hewitt Survey Reveals Employers Making Retirement Readiness a Top Priority"
PR Newswire
January 16th, 2013

"Former Financial Services Broker Sentenced to Serve 18 Months in Prison for Role in Conspiracies "
U.S Department of Justice
January 3rd, 2013

"Corporate Pension Plan Funding Levels Declined Modestly in 2012, Keeping Most Plans Considerably Underfunded, Towers Watson Analysis Finds"
Business Wire
January 2nd, 2013

"New Poll: Seniors Concerned About Cuts to Medicare and More After Fiscal Cliff"
PR Newswire
December 20th, 2012

"Americans Make Personal Finances a Low Priority for 2013"
Business Wire
December 17th, 2012

"Americans Support Coverage of All Levels of Care for Mental and Addictive Disorders, National Internet Survey Finds "
PR Newswire
December 17th, 2012

"Study: Sustained low interest rate environment and market volatility putting retirement security at risk"
Business Wire
December 17th, 2012

"Start Saving before Age 30 and Talk to Your Kids About the Financial Facts of Life, TD Ameritrade Boomer Survey Suggests"
Business Wire
December 13th, 2012

"Cogent Research: Plan Participants Asking for Auto Features"
Business Wire
December 10th, 2012

"Long Term Care Insurance Rates for Women Will Go up in 2013"
Business Wire
December 4th, 2012

"A Small Percentage of Families Save in 529 Plans"
Government Accountability Office
December 1st, 2012

"More Employers Are Offering at Least One Voluntary Product, According to Eastbridge MarketVisionTM Report."
Business Wire
November 29th, 2012

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Bill Cook:

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Phone: 610-526-1463

Email Bill Cook


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Bryn Mawr, PA 19010

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