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The inheritance gap: Helping clients plan for money that hasn’t arrived

5 hours ago
Image says, "The Inheritance Gap"
Some clients plan their financial future around an expected inheritance, but relying on money not guaranteed can create unnecessary risks. Read more
More Top Stories
TOP NEWS
  • New Congress must address drug affordability

  • Genworth reports loss of $41M in CEO Tom McInerney’s final earnings

  • Milliman’s proposed $15.5 million settlement puts life insurance underwriting data in focus

  • Health agents victorious against CMS moratorium

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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

MORE FEATURES

From The Field

Weathering business interruption coverage in a super El Niño

From coastal erosion on the Pacific Coast to flooding rains in the South, we have already had a small taste of what El Niño could bring.

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    After the midterms: Addressing your clients’ tax concerns

    Help clients understand the exposure, examine their choices and take appropriate action before a transaction or deadline limits what they can do.

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      The caregiving generation doesn’t want to repeat their parents’ mistakes

      The generation witnessing the consequences of inadequate preparation is becoming the one most determined not to repeat them.

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      More From The Field

ADVISOR NEWS

Berkeley arts tax heads toward passage while public bank measure looks likely to fail

Meanwhile, a proposal to make Berkeley residents the main funders of a regional public bank for the East Bay trailed significantly in preliminary results from the Alameda County Registrar of Voters. A sales tax increase to balance the city's budget and a $300 million infrastructure bond— the only ballot measure to require a two thirds majority— were both…

  • Americans’ sense of overall prosperity still ticks upward
  • Turning expanded eligibility into a better coverage plan for federal clients
  • Election 2026: Which of Berkeley's 7 ballot measures will pass?
  • How advisors can help frugal retirees finally enjoy their savings
  • Wealth planning vs. estate planning: Honoring your client’s wishes
More ADVISOR NEWS

NEWSWIRES

Alliant Insurance Services Wins Platinum MarCom Award for “The Art of Risk” Campaign at RIMS RISKWORLD® 2026

Alliant Insurance Services, the nation’ s leading specialty insurance broker, has received a Platinum MarCom Award in the Integrated Marketing category for“ The Art of Risk,” a fully integrated campaign spanning marketing, communications, public relations and digital media to support the firm’ s presence at RIMS RISKWORLD ® 2026 in Philadelphia, PA..

  • Paragon Insurance Holdings Launches Workers’ Compensation Program with Zurich
  • AM Best to Join Panel Discussion at Parametric Insurer Conference in London
  • Flouting consumer law, insurers refuse to pay medical bills for emergency care
  • Best’s Market Segment Report: Health and Property Lines of Business Drive Hong Kong’s Non-Life Insurance Growth
  • Mpls Fed survey shows banks worry about farmer debt
More NEWSWIRES

INN Insider

Could the Midterms Revive Medicare for All? 3 Healthcare Stocks to Watch

  • TechMediaBreaks – Apimeds Pharmaceuticals US, Inc. (NYSE American: APUS) Subsidiary MindWave Enters Joint Venture Agreement to Establish Bermuda Insurance Business
  • The cost of healthcare is hitting America where it hurts: The wallet
  • Confused about health insurance? Here’s help with open enrollment
  • Steil's election loss to Berman could be blow to crypto industry
More INN Insider

Annuity News

Jackson reports record annuity sales, increases share repurchase authorization

LANSING, Mich. — Jackson Financial reported third-quarter 2026 results highlighted by record retail annuity sales, higher earni... Read More

Why the market doesn’t need more carriers

Protection, income and supplemental gaps remain large despite crowded product shelves. Read More

Equitable, Corebridge steam toward merger with strong Q3 annuity sales

The “new Equitable” is expected to debut in early 2027 as regulatory approvals are anticipated by the end of the year, executiv... Read More

  • How flexible annuities fit today’s retirement portfolios
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

  • Prudential earnings dip as Japan sales suspension offsets U.S. growth
  • MassMutual announces record $3.3 billion policyowner dividend for 2027
  • South Carolina, Atlantic Coast mediation fails to resolve reserving dispute
More Life Insurance News

Health/Employee Benefits News

Open enrollment is now for 2027 health insurance coverage in Illinois: What to know

Illinois' insurance marketplace, Get Covered Illinois, has opened for the 2027 enrollment period. "Whether enrolling... Read More

Idaho insurance director details $13M school trust collapse

Dozens of school trustees were granted an impromptu session with Idaho Department of Insurance Director Dean Cameron on Wednesd... Read More

Insurance program's collapse detailed at ISBA conference

Dozens of school trustees were granted an impromptu session with Idaho Department of Insurance Director Dean Cameron on Wednesd... Read More

  • Boeing retirees ‘shocked’ by 400% jump in health insurance premiums
More Health/Employee Benefits News

Property and Casualty News

AM Best upgrades Nationwide P&C outlook to positive

AM Best has changed its outlook for Nationwide's property and casualty business to positive from stable. The rating agency also... Read More

Mark Gongloff: Why home insurance costs more than property taxes

An annoying, persistent myth of climate discourse is the idea that trying to stop the planet from becoming a charred hellscape ... Read More

AM Best Affirms Credit Ratings of Mercantil Seguros y Reaseguros, S.A.

Mercantil Seguros is a Panama- based insurer established in 2013, with insurance services revenue mainly composed of health, wh... Read More

  • Why South Carolina car insurance costs so much — and how drivers can save
More Property and Casualty News

Insurtech News

AmeriLife partners with Palantir on AI rollout across insurance distribution

AI capabilities are already operating within Crump Life Insurance Services as AmeriLife prepares to expand its partnership with... Read More

  • Beyond AI pilots: How insurers are putting AI agents to work
  • Customers say Old National Bank failed to protect from fraud
  • What AI transformation really means for insurance jobs and skills
More Insurtech News

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Press Releases

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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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