Will artificial intelligence replace financial advisors or insurance agents anytime soon? The consensus is that it won’t in the near future, but AI can provide some assistance and a little bit of fun in the meantime.

When Andy Panko started his Facebook group, Retirement Planning Education, in April 2020, his goal was to grow the group to 1,000 members by the end of the year. Instead, he hit that goal in only a few months, and the group kept on growing to the point where it is at more than 37,000 members today.

The U.S. Government reached its statutory borrowing limit Jan. 19. If the limit isn’t raised, the country could default on its $31 trillion of debt, something that’s never happened and would likely trigger disastrous economic consequences.

Partnering with others. Deciding what you want more of in your life and in your practice. Solving your client’s biggest problem. Those were among the ideas that three top advisors presented during a National Association of Insurance and Financial Advisors webinar on “Transferable Sales Ideas from the Best in the Industry.”

A semi-annual Online Insurance Scorecard has consistently ranked Progressive Insurance No. 1. Progressive’s strengths could provide guidance for smaller carriers and agents to better compete against the large national insurers.

If Frank Frievalt was a guest on the old “What’s My Line” game show, it’s likely the panelists would guess…

A tax lawyer is the latest critic to say SECURE 2.0 did little to help those who need it most, while proponents say it opens the door wider to retirement security.

Americans aging with their student debt can expect any delinquencies to come out of their Social Security checks, disproportionately affecting Black and Hispanic borrowers. A recent report showed that loan forgiveness can blunt that impact.

Recession, interest rates and rising costs are among the factors influencing the markets in 2023.

It hasn’t escaped notice for many financial planners that Indexed Universal Life (IUL) policies are making a marketing comeback, albeit one that resembles a plague of locusts.

Class-action lawsuits over COVID-19 shutdowns are finally winding their way through state supreme courts, where insurers are getting more good news.

The language used in retirement communications is often a more dependable way to communicate than imagery, according to research by Capital Group.