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October 1, 2024

From office helper to wealth firm president — With Elizabeth Dipp Metzger

Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.

October 1, 2024

An incredible ride — With Integrity CEO Bryan Adams

Bryan Adams’ path took him from funeral homes and folding shirts to heading an industry juggernaut, Integrity Marketing Group.

October 1, 2024

What the end of the Chevron deference could mean for insurers

A Supreme Court ruling will make it easier to challenge administrative rules and will have implications for health and property/casualty insurers.

October 1, 2024

What Medicare clients are asking during open enrollment

Clients are concerned about out-of-pocket costs and networks as advisors gear up for a new enrollment season.

October 1, 2024

Emotional intelligence is a sought-after skill for advisors

Advisors must ensure their clients feel that their needs are heard and supported.

October 1, 2024

The role of life insurance in estate and gift tax exemptions

How life insurance can be an alternative to grandfathering the large federal estate and gift tax exemptions.

October 1, 2024

We can help couples find common financial ground

Couples can vary drastically in their approach to money. Financial professionals can coach them to a plan that works for them.

October 1, 2024

Are you ready for the Super Bowl of tax?

Five core tax priorities for 2025 to help more Americans achieve financial security.

October 1, 2024

The evolution of indexed products

The S&P Annual Survey of Assets last year revealed $11 trillion indexed to the S&P 500.

October 1, 2024

The ‘perfect storm’ driving annuity sales momentum

Interest rates, market volatility and a growing demographic are fueling higher demand for annuities.

October 1, 2024

Talking about it: Industry voices on retirement income

In-plan investment options should be something advisors bring to the table for consideration in retirement plans’ investment lineups.

October 1, 2024

Recent court decisions are affecting financial professionals

Financial professionals and their professional associations are turning their attention to the courts as the legal system scrutinizes actions of federal agencies.

September 30, 2024
Photo illustration of an insurance executive standing next to a robot. Insurance-CEOs-leaning-into-AI-MAs-survey-finds.

Insurance CEOs leaning into AI, M&As, survey finds

Insurance carrier CEOs are more energized about AI and M&As than their counterparts in other industries, a recent KPMG survey finds.

September 30, 2024

Long-term care insurance: From crisis to opportunity

Long-term care coverage must be reimagined to serve the changing needs of older Americans.

September 27, 2024
Image shows a man filling out a form with the MetLife logo in front.
An appeals panel sided with MetLife in a class-action lawsuit over long-term care rates.

MetLife vindicated in class-action lawsuit over LTC rate hikes

A federal appeals court declined to reinstate a class-action lawsuit Friday over long-term care insurance rate hikes by MetLife.

September 26, 2024
Image of a hurricane taken from outer space, with the number "$425.9B" overlaying the image. Commercial-properties-worth-425.9B-in-Hurricane-Helenes-path.

Moody’s: Commercial properties worth $425.9B in Hurricane Helene’s path

Approximately 161,849 commercial properties with a total estimated value of $425.9 billion are in the direct path of Hurricane Helene, according to Moodys.

September 26, 2024
Image shows a man in a trenchcoat and fedora and the word "Annuity."
State insurance regulators are concerned about "deficiencies" in producer monitoring.

Regulators issue draft guidance to test compliance with annuity rules

A state regulator group is circulating draft guidance on compliance expectations for its best interest standard for annuity sales.

September 26, 2024
Photo illustration of a young man easily jumping over a hurdle labeled "LTC". Navigating-the-Hurdles-A-guide-to-selling-LTC-insurance,

Navigating the Hurdles: A guide to selling LTC insurance

There are many challenges in selling long-term-care insurance. So, what does it take to rev up sales of this much-needed product?

September 25, 2024
Image of Kamala Harris with a backdrop of health care related icons. What-a-Harris-presidency-could-mean-for-health-care.

What a Harris presidency could mean for health care

Kamala Harris is framing health care as a pocketbook issue during her presidential campaign.

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