‘I get confused:’ Regulators ponder increasing illustration complexities
Regulators highlighted annuity illustrations suggesting annual returns between 10% and 27%, prompting questions about whether consumers are getting good information.
Trump 2.0: Financial chains unleashed or unraveled?
As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?
Coach Pete for the Win — with Pete D’Arruda
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
The goodness of mutuality — With Paul Quaranto
In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.
What to know about market‑linked life insurance strategies
Not all indexes are created equal, and not all of them are easy to understand.
A new starting line for generational wealth
Trump Accounts represent a structural shift in how we think about financial planning.
The April explosion
Subfreezing temperatures, uncertainty about travel conditions and a general reluctance to venture outdoors made many of us hunker down and put life on hold until things began to thaw. But then April comes along — and everything explodes.
Why advisors can’t afford to delay succession planning
How to develop a strategy to protect your business and control your legacy.
Disability succession planning: What’s at stake, when to pivot
Clients may know about buy-sell agreements but not about buy-sell disability solutions.
Customizing FIAs with riders meets a broad set of client needs
Advisors who focus solely on caps and participation rates miss the real marketing edge.
The wolf of AI: ‘I’ll huff and I’ll puff and I’ll blow your house down!’
A fictional tale about the Three Little Pigs — and their AI use cases.
Can AI be trusted for premium finance planning?
Experts say it’s possible, but it’s not without risk.
The quiet rise of AI in everyday insurance decisions
For advisors, the real change isn’t technology; it’s how technology is used.
Congress unlikely to take up major health care legislation this year
The November midterm elections will be Congress’ priority for the remainder of 2026, and observers believe that any legislation coming out of the Capitol will be seen through that electoral prism.
Insurance markets pushed to the brink as catastrophe costs soar
Escalating catastrophe losses driven by climate exposure, development patterns and inflation are testing the limits of insurance markets.
The DOL wants to open the gates to private equity in 401(k)s. Good idea?
A new Department of Labor proposal could broaden the types of investments available in workplace retirement plans.
Employee benefits become ‘whole person focused’
When it comes to their benefits, workers are concerned over the cost of premiums but they also want flexibility in accessing those benefits.
Three ways the Corebridge/Equitable merger could shake up the annuity market
The news of the Corebridge/Equitable merger provided shocks through the life and annuity markets.
FDA chief talks about the need for speed in drug approvals
Getting prescription drugs to market faster is a major priority for the Food and Drug Administration, its commissioner said during the AHIP Medicare, Medicaid, Duals and Commercial Markets Forum in Washington.
