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 susan.rupe@innfeedback.com.
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.
Switching consumer’s health insurance plans without their consent and knowledge has come to be known as “twisting.”
Financial professionals at small and mid-sized firms will find it easier to select annuities and make decisions on asset allocations, terms and riders for their clients now that CANNEX has partnered with Luma Financial Technologies to launch the CANNEX Annuity Marketplace.
Recent efforts to improve access to workplace retirement plans are a step in the right direction, but more work needs to be done to provide workers with the means to save for retirement.
A stronger economy is good news for the Social Security program but Congress must act to keep it solvent.
Annuities are becoming more available in the defined contribution space in association with 401(k) plans. What is the future of in-plan annuities, and have they reached a tipping point?
Prescription drug pricing, pharmacy benefit manager reform and the No Surprises Act are among the health care-related issues making news in Washington.
The National Association of Insurance and Financial Advisors wraps up its 2024 Congressional Conference Tuesday with a visit to Capitol Hill to discuss issues facing the industry and the people it serves.
