Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?
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Prudential’s Salene Hitchcock-Gear modernizes a legacy brand through tech-driven buying and wellness initiatives while empowering advisors to provide essential financial protection to a diverse 21st-century audience.
Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
Why workplace benefits must support women by focusing on preventive care, hormonal health literacy and midlife support.
A client’s income may not always be there. Why disability planning is crucial.
Reviewing a client’s options when their term life expires.
Cash balance plans are powerful, but volatility can drive unpredictable contributions.
Annuities allow small-business owners to convert accumulated assets into guaranteed lifetime income.
Artificial intelligence is changing how insurance is done, and one independent marketing organization is further ahead than most.
Two approaches to a strategy that provides guaranteed income.
Affiliation with a national marketing organization can expand access to resources, technology and carrier relationships.
What advisors should help clients rethink before and after age 65.
We are in the midst of “the great wealth transfer,” in which an estimated $54 trillion is expected to pass on to widows. Of that amount, $40 billion or more will go to widows who are baby boomers and older. That’s according to research from Cerulli Associates.
Does it still exist in 2026, and how are women breaking through it?
As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.
Not all indexes are created equal, and not all of them are easy to understand.
Trump Accounts represent a structural shift in how we think about financial planning.
Subfreezing temperatures, uncertainty about travel conditions and a general reluctance to venture outdoors made many of us hunker down and put life on hold until things began to thaw. But then April comes along — and everything explodes.
