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July 1, 2023
Image of happy person in millennial age group giving the thumbs up sign. Despite some knocks, millennials feel good about their finances.

Despite some knocks, millennials feel good about their finances

Despite facing significant economic headwinds, millennials have a solid financial foundation, according to a recent survey.

July 1, 2023

Working mothers need support through employee benefits

Offering a comprehensive benefits package is more important now than ever before in an increasingly competitive job landscape, and employers must keep up if they hope to recruit and retain top talent.

July 1, 2023
Illustration of young adults smiling and throwing money up in the air in celebration. Succeeding with Gen Z, millennial investors: Key strategies for financial advisors.

Succeeding with Gen Z, millennial investors: Key strategies for financial advisors

Financial professionals share their strategies for winning new Gen Z and millennial clients, and talk about how the generations differ.

July 1, 2023

How individual disability insurance took my firm to the next level

Disability insurance, often overlooked, is crucial for financial planning, protecting income and enabling clients to achieve goals despite illness or injury

July 1, 2023

Millennials: Not who you think they are

Millennials have established themselves in their careers and are beginning to generate wealth. Here’s how you can serve them.

July 1, 2023

Make way for the next generations: financial advice for young adults

Millennials and Generation Z are taking over the world. Here is how you can address their financial concerns.

July 1, 2023

The top of the ladder — with Chlora Lindley-Myers, Missouri insurance director

Chlora Lindley-Myers’ long career touched on nearly every aspect of the insurance industry. And she earned a law degree via night school. One of the country’s top regulators says she has a few more things to accomplish.

July 1, 2023

A Matter of Trust — With Carson Group’s Jamie Hopkins

The Bernie Madoff case, says Jamie Hopkins, was a pivotal moment when he realized there’s a need for improvement in the personal finance world. A financial services relationship must be a trust relationship.

July 1, 2023

How annuities can be part of your client’s retirement formula

Americans fear running out of money in retirement. Here are some ways to ease that fear.

July 1, 2023

Female financial professionals outpace their male counterparts

Having more female financial professionals can help companies reach new and different customers.

July 1, 2023

How financial professionals are like the minutemen

From providing policies to advocating for policies, financial professionals work in the best interests of all consumers.

July 1, 2023

Several major insurers post disappointing numbers even while annuity sales soar

Sales figures don’t tell the whole story when it comes to first-quarter results.

July 1, 2023

Help clients keep sequence-of-returns risk from sinking their retirement

A well-designed permanent life insurance policy can provide clients with additional confidence and peace of mind.

July 1, 2023

Want to attract young clients? Learn to speak emoji 🧠 😃 💸

I’m a boomer. My generation didn’t use emojis. At least, not the online kind. About the closest we came to them were icons that we all recognized that were used in graffiti or on flags.

July 1, 2023

Breaking down the bamboo ceiling

The lack of diversity and inclusion can have serious consequences, not just for Asian American individuals but also for the entire financial planning profession.

July 1, 2023

Help clients turn their investment properties into retirement income

Guide your clients when they are unsure of what to do with the wealth generated by their real estate investments.

July 1, 2023

Are fees better than commissions?

There is room for both fees and commissions if we want more people to have access to holistic financial advice.

July 1, 2023

How to get compensated with introductions

You deserve to be paid for the value you create for clients.

June 30, 2023
photo shows outgoing Big I CEO Bob Rusbuldt and the association's logo
Bob Rusbuldt is out at The Big I after controversial remarks at an April conference.

The Big I apologies, banishes CEO, in wake of Jesse Watters’s remarks

CNN reported a simmering controversy over remarks made by Fox News personality Jesse Watters during an April conference of the Independent Insurance Agents and Brokers of America.

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