Athene, the leading retirement solutions company and subsidiary of Apollo Global Management, Inc., announced today that it has appointed Matthew…
Millennials are ready to bring their advisor to the family table
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.
Setting the record straight on premium-financed IUL
This is not a funding strategy for the average policyholder.
The Annuity Evolution: New Rules, Smarter Tech
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.
Annuities at the speed of a cheetah — With Mark Zesbaugh
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.
A foundation of faith — with Cheryl D. George
Cheryl D. George is on a mission to protect her clients, serve her community and spread love to the other side of the world.
Preserve client assets with a Medicaid-compliant annuity
Help clients access long-term care while preserving as much of their financial legacy as possible.
The biggest domestic issue of the 21st century
The U.S. is facing a demographic shift that could lead to a retirement crisis — and an opportunity for the industry.
An HSA can help with high costs, but employees need more support in using it
Employees struggle to manage their HSAs and are frustrated with their HSA experiences.
10 underwriting myths that won’t quit
The persistent myths that can complicate life insurance underwriting and derail otherwise solid cases.
From taboo to transparency: Reframing family financial talk
Help shift the discussion from crisis-driven to intentional.
Annuities can become a portfolio ‘stabilizer’
When geopolitical events lead to market volatility, investors seek security.
Reviews and digital trust are essential for advisors in an AI-driven world
Artificial intelligence makes reviews even more influential because modern search systems do more than display them. They analyze them.
You can’t afford to ignore what happens in Washington
Why every financial security professional needs a policy playbook.
Annuities and the inverted pyramid
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.
Annuities central to a health-focused retirement strategy
Guaranteed income can help retirees manage health-related risk.
Why agents should take a second look at TV advertising
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.
How healthcare inflation can eat up a client’s retirement income
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.
Global economy ‘resilient’ in the wake of massive disruption
“It’s amazing how resilient and flexible the global economy is” in the wake of current geopolitical trends that are reshaping the investment landscape, said Jack Aldrich, BlackRock’s director for geopolitical research and strategy.
