Thomas “T” Priester discovered he belongs in the industry and created a space for others to belong as well.
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Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?
Brian Peterson talks about his path from teacher and coach to president of AmeriLife Group’s Accumulation and Retirement Income Distribution division, and what the future looks like for one of the industry’s largest marketing and distribution businesses.
Adding value to the client relationship while expanding the advisor’s network of professionals.
Life insurance offers flexibility in estate planning that few other financial instruments can match.
Insurers argue that the fiduciary rule limits choices for retirees and might make it more difficult to sell annuities and other retirement planning insurance products.
Annuities are gaining in popularity, but clients may be confused about some of the details.
How you can keep taxes from taking a bite out of your client’s retirement portfolio.
Research shows that employers are offering a greater array of benefits, but workers often don’t understand or use them.
With 2024 having been buffeted by inflation, catastrophic weather, market volatility, the advent of artificial intelligence and the lackluster performance of insurtech startups, where is the industry headed in 2025?
Artificial intelligence offers significant potential for financial advisors to streamline operations and improve customer outcomes.
The aging advisor workforce is a critical issue for the industry.
NAIFA supports expanded provisions of the ABLE Act.
Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.
The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.
The need for guaranteed lifetime income is fueling interest in annuity sales.
Family dynamics, philanthropic goals and the family’s legacy all play a part.
Thoughts on building a new future by looking ahead.
How to consider alternative options for clients with adverse health conditions.
Despite its relatively recent appearance on the scene, artificial intelligence has become one of the most transformative technologies of the 21st century.
