As lawmakers begin the second session of the 119th Congress, committees are working through a significant backlog.
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Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.
Bill Egan from Oceanview Life and Annuities is on a mission to keep life insurance and annuities easy to understand and transparent.
The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.
Understanding the options when retirement comes before Medicare eligibility.
Advisors can help women build confidence and clarity around their retirement goals and expectations.
As Medicare limitations and cost pressures become more visible, long-term care is increasingly shaping how Americans think about affordability, independence and stability.
Where blockchain is gaining traction in the industry and what the future could hold.
Medicare Advantage has been impacted by changes to Medicare Part D cost share, changes to the CMS risk adjustment model and declining Star Ratings.
Technology tools work best when they complement the role of advisors.
A gender gap exists in Gen Xers’ retirement readiness.
The best annuity for retirement is the one that’s best for the individual client’s needs and goals.
Prospecting and sales can feel like running on a treadmill that never quite slows down.
Financial planning is one of the ultimate human-centric professions.
Life insurance sales are expected to level off, while interest in annuities will be greater than ever.
Consumer behavior shifts and technological advances will drive product innovation in the coming year.
CEO Ed Massaro guides Knighthead Life confidently into the U.S. annuity market with fresh tech, clean balance sheets and a long-term commitment to advisors.
Lonniece McDonald wants to expose more people of color to the financial profession while helping students and underserved communities improve their financial literacy skills.
Poor understanding of benefits presents several challenges to employers.
