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.
Health-related risks are among the most underplanned and financially disruptive factors in retirement — often outweighing market volatility, inflation or recessions.
Cigna urged a federal court this week to dismiss a lawsuit accusing them of orchestrating a sweeping racketeering scheme with major drug manufacturers.
Dean Vagnozzi’s lawsuit against the United States and a Securities and Exchange Commission attorney should be dismissed on multiple legal grounds, government lawyers argue.
The chairman of the House Ways and Means Committee told hospital system CEOs that hospital consolidation and mergers “are fueling the borderline extortionary prices hospitals charge patients.”
A central New York tax preparer and insurance agent who admitted to operating a decades-long Ponzi scheme that defrauded nearly…
Nationwide’s latest Advisor Authority study found that a majority of millennials and Gen Xers are likely to put part of their portfolio in an annuity.
It may be difficult to put a price on your independence, but you should at least know some of the costs.
