President Donald Trump on Thursday signed an executive order aimed at expanding access to retirement savings accounts for millions of workers who lack employer-sponsored plans.
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Younger clients are moving away from accumulation-only thinking to a more balanced approach that includes protection and income planning.
The convertible market has grown significantly in recent years, reflecting increased equity issuance and evolving corporate financing needs.
Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?
Prudential’s Salene Hitchcock-Gear modernizes a legacy brand through tech-driven buying and wellness initiatives while empowering advisors to provide essential financial protection to a diverse 21st-century audience.
Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
Why workplace benefits must support women by focusing on preventive care, hormonal health literacy and midlife support.
A client’s income may not always be there. Why disability planning is crucial.
Reviewing a client’s options when their term life expires.
Cash balance plans are powerful, but volatility can drive unpredictable contributions.
Annuities allow small-business owners to convert accumulated assets into guaranteed lifetime income.
Artificial intelligence is changing how insurance is done, and one independent marketing organization is further ahead than most.
Two approaches to a strategy that provides guaranteed income.
Affiliation with a national marketing organization can expand access to resources, technology and carrier relationships.
What advisors should help clients rethink before and after age 65.
We are in the midst of “the great wealth transfer,” in which an estimated $54 trillion is expected to pass on to widows. Of that amount, $40 billion or more will go to widows who are baby boomers and older. That’s according to research from Cerulli Associates.
Does it still exist in 2026, and how are women breaking through it?
Cigna Group executives said the health insurer will exit the Affordable Care Act individual exchange business beginning in 2027.
The key is learning how to strike the right balance between providing financial support and protecting long-term security.
Although no rule has been issued on the use of AI in Medicare enrollment, associations representing health agents are paying close attention to the possibility.
