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Semi-retirement: helping clients balance flexibility with financial security

1 day ago
Image shows a split circle with "work" and "leisure" options
Advisors with clients contemplating semi-retirement need to understand what that actually means for the client and their family. Read more
More Top Stories
TOP NEWS
  • NAIC fall meeting to take up private credit as insurer exposure tops $1.2T

  • Athene CEO criticizes offshore reinsurance, risk-taking by competitors

  • Farmers faces class-action lawsuit over agent commission cuts

  • Three lawsuits put life insurers’ cost-of-insurance practices under scrutiny

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In this issue...

  • AI: Going beyond the chatbot
  • The velocity of money — with Stefun Darts
  • Adapt and fly — With Panos Leledakis
  • Failing to plan for succession sends a troubling signal
  • Demographics are destiny — and, for advisors, opportunity
  • 4 ways to give workplace life insurance a higher profile
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SPECIAL FEATURE

Start estate planning before the family needs it

Families who plan have options when it matters most. Read More

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From The Field

A practical benefits strategy for cost-conscious employers

Gap insurance is designed to work alongside major medical coverage, not replace it.

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    Why voluntary benefits belong in the broader talent strategy

    As employees face rising healthcare costs and greater financial pressure, these offerings deserve a more central role in workplace strategy.

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      Medicare is already reading your 2026 tax return

      The year you’re finishing right now is the one Medicare will read.

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      More From The Field

ADVISOR NEWS

The 6X Formula for leveraging content marketing with AI

Every advisor is bombarded with advertising and marketing content, so how can you cut through the clutter?

  • When a home becomes difficult to insure, the plan changes
  • The inheritance gap: Helping clients plan for money that hasn’t arrived
  • After the midterms: Addressing your clients’ tax concerns
  • Berkeley arts tax heads toward passage while public bank measure looks likely to fail
  • Americans’ sense of overall prosperity still ticks upward
More ADVISOR NEWS

NEWSWIRES

Viewpoint: We need Medicare for all

by Isabel Tamayo Chaidez| Special to the Courier. Their family, like many others in the U.S., had no insurance. The bill would create national health insurance coverage for all U.S. residents, allowing patients to seek comprehensive care without paying monthly insurance premiums, deductibles, copayments, or coinsurance.

  • Senator West Files First Bills, Promotes Affordability, Consumer Protection Agenda for 90th Legislature
  • America's affordability crisis is about supply, not inflation
  • SPEECH BY VICE CHAIR JEFFERSON ON NEW TECHNOLOGY, OLD QUESTIONS: PRODUCTIVITY PUZZLES AND THE MACROECONOMY
  • Retail sales and Fed minutes in focus next week
  • State Farm policyholders may get new chance at payments on denied roof claims
More NEWSWIRES

INN Insider

Florida has the largest continental U.S. dengue fever outbreak in decades — does your snowbird travel insurance cover a mosquito bite?

  • Private Health Insurance Dallas Sees Shift Toward Faster Medical Approvals
  • Group Health Insurance Dallas Sees Growing Focus on Employee Wellbeing
  • Health Insurance Agent Dallas Highlights Provider Access in Coverage Decisions
  • PPO Health Insurance Dallas Draws Attention to Medical Device Coverage Reforms
More INN Insider

Annuity News

Image shows the Alcoa logo

DOL, trade groups, state AGs file briefs supporting Alcoa in PRT lawsuit

The retirees originally sued Alcoa after the company chose to offload its multi-billion dollar defined-benefit pension obligati... Read More

  • John Hancock launches new fixed indexed annuity suite
  • Annuities to play a larger role in workplace retirement plans
  • Regulators advance shorter, streamlined annuity buyers guide
More Annuity News

Life Insurance News

Start estate planning before the family needs it

Families who plan have options when it matters most. Read More

  • Milliman’s proposed $15.5 million settlement puts life insurance underwriting data in focus
  • Prudential earnings dip as Japan sales suspension offsets U.S. growth
  • Why the market doesn’t need more carriers
More Life Insurance News

Health/Employee Benefits News

A 'critical service': Senior centers help local residents navigate complexities of Medicare coverage

Now, she volunteers as a Medicare navigator at Attleboro's Larson Senior Center. Pat Maguire also volunteers with Attlebor... Read More

Cost of employer-sponsored health insurance plans rises again, nonpartisan survey finds

The cost of individual health insurance plans rose to $9,804 on average, while family coverage reached $28,303. Employees paid ... Read More

Sen. Baldwin proposes lowering Medicare eligibility age to 50

Tammy Baldwin is introducing legislation that would allow Americans as young as 50 to buy into Medicare, giving people ages 50 ... Read More

  • SENS. OSSOFF CONTINUING PUSH TO BAN HEALTH INSURANCE COMPANIES FROM DENYING OR DELAYING NEEDED HEALTH CARE
More Health/Employee Benefits News

Property and Casualty News

AAA decreases auto insurance rates for Florida policyholders

TAMPA, Fla.— Florida policyholders with AAA will see a rate decrease after the company announced it is lowering auto insurance ... Read More

AM Best Revises Outlooks to Stable for Hagerty Reinsurance Limited and Drivers Edge Insurance Company

AM Best has revised the outlooks to stable from positive and affirmed the Financial Strength Rating of A- and the Long-Term Iss... Read More

Weather disasters take a bigger bite out of nation’s economies

Weather disaster losses have risen relative to national income in many major economies. Read More

  • Kingstone Companies Inc. (NASDAQ: KINS) Touches New 52-Week High Friday Morning
More Property and Casualty News

Insurtech News

Lead with AI or risk being left behind

Artificial intelligence can help advisors create a new client journey to make insurance “the new cool.” Read More

  • AmeriLife partners with Palantir on AI rollout across insurance distribution
  • Beyond AI pilots: How insurers are putting AI agents to work
  • Customers say Old National Bank failed to protect from fraud
More Insurtech News

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  • Benefits Studio Launches to Fill the Missing Middle of Benefits Navigation at $49/mo
  • Lauren Sinnott Named to Ragan’s Top Women in Marketing Awards, Class of 2026 
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