Susan Rupe is editor in chief, magazine, for InsuranceNewsNet. She formerly served as communications director for an insurance agents' association and was an award-winning newspaper reporter and editor. Contact her at [email protected].
How one advisor teaches clients to approach retirement with optimism and joy instead of fear and dread.
Fixed indexed annuities may be confusing to clients, but advisors can guide clients to making the right choice for their needs and goals.
Workplace health plans continue to see rate increases as employers deal with high prescription drug costs and lingering inflation.
A health care company is teaming up with life insurers to help solve what it calls “a $201 billion problem in America” – late-stage cancer treatment.
A changing workplace, economic factors and an expanded array of options are among the issues influencing the employee benefits landscape in 2024, according to LIMRA research.
Integrity Marketing Group has expanded into the wealth management realm with the launch of its wealth management division, Integrity Wealth.
With Congress focusing on trying to pass 2024-2025 government spending bills, some bipartisan health care reforms will likely be punted to late this year.
The nonfinancial aspects of retirement are often overlooked when planning for a client’s post-working years. Here’s how to help clients have a more complete vision of their lives after employment.
RILAs provide investors with a level of protection coupled with growth opportunities to help meet their long-term retirement investment and income needs.
Retirement plan advisors have an opportunity to elevate their offerings beyond “funds, fees and fiduciary.”
Provisions of the Tax Cuts and Jobs Act of 2017 that impact individual taxpayers will expire at the end of 2025 unless Congress acts.
Nearly half of registered investment advisors believe volatility will be the same as market stressors continue, a Security Benefit study shows.
The U.S. Supreme Court, in a recent decision, ruled that insurers are parties in interest in bankruptcy plans and can object to reorganization plans.
The gap in what clients want to learn about and what advisors are telling them presents an opportunity to strengthen relationships.
Health savings accounts can be a significant vehicle to save for health care expenses in retirement, as HSAs have a triple tax advantage making them attractive ways to invest money toward filling in the gaps in Medicare coverage.
Juno is a workplace benefit that offers parents a flexible cash benefit to help with expenses involved in raising a child with a severe illness or disability.
Connelly v. U.S. questioned whether the proceeds of a life insurance policy taken out by a closely held company on a shareholder constitutes an asset of the company when calculating the value of the shareholder’s shares for purposes of the federal estate tax.
The Medicare Hospital Trust Fund is projected to stay solvent until 2036 – five years longer than last year’s prediction, according to the 2024 Medicare Trustees Annual Report.
Deshawn Peterson is helping build a bridge for the next generation of financial advisors while he works to help investment advisors build their own practices.
How to spread out tax liability while allowing an inheritance to continue growing.
