March 2, 2026 A new book from Jamie Hopkins and Bonnie Treichel focuses on retirement planning. Sketching out the golden years: new book tries to make retirement planning fun Jamie Hopkins and Bonnie Treichel co-wrote the recently published Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts.
MassMutual reports strong 2025 results March 2, 2026 MassMutual reported “excellent” financial results for 2025, driven by strong sales, record operating earnings, and growth of its wealth management…
March 2, 2026 Since most annuities are tax deferred, clients who want to retire early are hesitant to leverage them. Advising clients wanting to retire early: how annuities can bridge the gap Now that Americans are healthier, more active, and living longer than ever before, outliving retirement income is a real concern.
March 2, 2026 Employment trends are reshaping the insurance industry Insurers occupy a dual role in today’s employment environment.
March 1, 2026 What’s next for Congress in 2026? As lawmakers begin the second session of the 119th Congress, committees are working through a significant backlog.
March 1, 2026 Relationships: The foundation of sales Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
March 1, 2026 The first of everything — with Uziel Gomez Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.
March 1, 2026 Keeping it simple — With Bill Egan Bill Egan from Oceanview Life and Annuities is on a mission to keep life insurance and annuities easy to understand and transparent.
March 1, 2026 Using cash value life insurance as a buffer asset in retirement The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.
March 1, 2026 The silent retirement savings killer: Bridging the Medicare gap Understanding the options when retirement comes before Medicare eligibility.
March 1, 2026 From Main Street to Capitol Hill: Helping women overcome planning challenges Advisors can help women build confidence and clarity around their retirement goals and expectations.
March 1, 2026 LTC: A critical component of retirement planning As Medicare limitations and cost pressures become more visible, long-term care is increasingly shaping how Americans think about affordability, independence and stability.
March 1, 2026 Blockchain may be finding its second wind in life and annuities Where blockchain is gaining traction in the industry and what the future could hold.
March 1, 2026 Opportunities and challenges exist in the MA market Medicare Advantage has been impacted by changes to Medicare Part D cost share, changes to the CMS risk adjustment model and declining Star Ratings.
March 1, 2026 An insurtech sales tool kit for every independent agent Technology tools work best when they complement the role of advisors.
March 1, 2026 How Gen X women seek retirement peace of mind A gender gap exists in Gen Xers’ retirement readiness.
March 1, 2026 Identifying the ‘best’ annuity for retirement The best annuity for retirement is the one that’s best for the individual client’s needs and goals.
March 1, 2026 What can AI do for you? Prospecting and sales can feel like running on a treadmill that never quite slows down.
March 1, 2026 Bringing the human element into financial planning Financial planning is one of the ultimate human-centric professions.