Total annuity sales for the first quarter were flat year over year, Wink, Inc. reported Friday, and fell just short of the $100 billion mark.
Athene, the leading retirement solutions company and subsidiary of Apollo Global Management, Inc., announced today that it has appointed Matthew…
Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions, while older investors are largely declining to take that step.
This is not a funding strategy for the average policyholder.
Evolving regulations and AI-driven technology are colliding with major industry consolidation to fundamentally reshape the annuity landscape. These powerful shifts are transforming everything from product design to the way consumers experience retirement security.
Industry veteran Mark Zesbaugh, CEO of Revol One Financial, transitioned from a record-breaking early career in finance to building a modern, tech-forward insurance platform from the ground up.
Cheryl D. George is on a mission to protect her clients, serve her community and spread love to the other side of the world.
Help clients access long-term care while preserving as much of their financial legacy as possible.
The U.S. is facing a demographic shift that could lead to a retirement crisis — and an opportunity for the industry.
Employees struggle to manage their HSAs and are frustrated with their HSA experiences.
The persistent myths that can complicate life insurance underwriting and derail otherwise solid cases.
Help shift the discussion from crisis-driven to intentional.
When geopolitical events lead to market volatility, investors seek security.
Artificial intelligence makes reviews even more influential because modern search systems do more than display them. They analyze them.
Why every financial security professional needs a policy playbook.
When I was a journalism student, one of the first lessons taught was the “inverted pyramid” writing style. It’s a way to structure content so readers get the most important information first.
Guaranteed income can help retirees manage health-related risk.
Changes to the ad market and the lower costs needed to produce an ad today make TV a viable way for agents to promote themselves.
Looking at healthcare costs in relation to Social Security or projected overall retirement income provides a way to frame these expenses and plan to account for the impact of healthcare inflation.
