Three estate planning ideas to protect your clients and their wealth
A basic estate plan can easily cost thousands of dollars, yet many families never take the next step to address the unique circumstances surrounding their wealth and family.
user
Succession planning: Building the future of your practice
Advisors would be wise to heed their own advice when it comes to planning for the transition of their business.
A federal grand jury in Des Moines returned a 16-count indictment in May 2026, charging offenses related to a Ponzi…
Demonstrating the value of life insurance to Gen Z
What often drives someone to meet with a financial advisor is a desire to protect what is most important to them.
4 things every agent should know about succession planning
A new generation of industry leaders reshapes what succession planning can look like for independent insurance agents.
Change the lens you use to evaluate premium-financed IUL
The right question, with the right context, changes everything.
AI’s dual reality: Efficiency for insurers, disruption for agents
Artificial intelligence is no longer a buzzword reserved for technology conferences and corporate strategy decks.
Help clients cut through the noise around prescription drug plans
We’re hearing questions from clients who seem more confused than ever before.
How smart investments prepare clients for inflation
A new survey finds that 80% of American consumers are at least slightly concerned about the onset of a recession.
Cheers to summer, and planning for what comes next
Summer vacations at special family properties can open the door for important discussions on passing down those holdings to the next generation.
How to listen to what your client isn’t saying
Your client may not always tell you when they’re lost. That is when being in tune to the key messages contained in body language can help an advisor.
Convertible market dynamics and the portfolio implications for insurers
The convertible market has grown significantly in recent years, reflecting increased equity issuance and evolving corporate financing needs.
Using digital retirement modeling to strengthen client understanding
The complexity of retirement planning creates uncertainty for many. They may have significant savings but struggle to visualize what those assets actually mean for their future.
Two lessons career changers wish they knew before starting the CFP journey
Changing careers has a way of making you feel like you’re starting from zero.
Taxing trend: How the OBBBA is breaking the standard deduction reliance
With the introduction of the One Big Beautiful Bill Act (OBBBA), the 2025 tax filing season has been an interesting one.
The untapped potential of Qualified Longevity Annuity Contracts
Annuities are a strong choice for clients looking to drive guaranteed income, providing different options for unique client situations.
‘Make It FAIR Act:’ What California policyholders need to know
The bill aims to expand what the FAIR Plan covers, strengthen how claims are handled and hold the system accountable when it fails policyholders.
Invigorating client relationships with AI coaching
Tools that once felt unfamiliar have quietly become a part of daily life. AI is following a similar path.
Why you should discuss insurance with HNW clients
An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.
Being a financial advisor is a demanding career; balancing client needs, business responsibilities and personal life can often make the year a blur.
