A proposal to create retirement accounts from Social Security steered Wade Pfau from a potential career as an economist to becoming one of the foremost thinkers in retirement income strategies.

Rith Nou wants to help people of all cultural backgrounds understand the importance of life insurance as the foundation of creating financial security.

Insurers are embracing the potential of artificial intelligence, but regulators are slowly catching up with new rules to guard against discrimination and protect privacy.

Goldman Sachs’ third annual annuity survey reveals strong confidence in the ability to enlarge the sales pie despite potentially tough economic times.

State-run programs to address the costs of long-term care don’t go far enough in serving an individual’s needs.

Enrollment season is the perfect time to educate employees on the ways various benefits can impact their health and financial well-being beyond their working years.

Generative AI is perfect for busy financial advisors who remain dedicated to providing their clients with the best service while showcasing their commitment to growth.

A “sense of other” can be the single determinant of business success or failure.

With a well-thought-out plan for extended care, financial professionals can minimize client and family stress and help provide a sense of security.

As we look at technology in this month’s issue, artificial intelligence jumps out as the trend that continues to create the most buzz in the insurance industry.

Helping build client confidence can also help build a practice by increasing client referrals.

The medical underwriting process is complicated, but advisors still can help clients obtain the right coverage.

As the industry prepares for another fiduciary rule, it’s worth reviewing the exemptions that are likely to change how business is conducted.

Federal regulators are taking yet another crack at extending a fiduciary rule to annuity sales, this time with tighter messaging and full-throated White House backing.

A group of 26 state attorneys general are appealing a federal court decision to uphold the Biden administration’s ESG rule.

Financial technology – especially client portals – can have a profound impact on advisors and their clients, according to a recent study.

Indexed universal life insurance makes sense for a client if it helps people accomplish their financial goals, not if it replaces their financial goals.

More than one-third of U.S. adults surveyed express shaken confidence in their retirement preparedness, according to a recent study.