NAILBA and Finseca announced today that their respective board of directors have voted to initiate a process to explore a merger, which would create a powerful industry lobbying group.

But the most popular health-related article of the year dealt with a topic that impacted our readers’ practices.

A law to ban unexpected medical bills that took effect on New Year’s Day sounds simple enough. But, like many things out of Congress, the details are complicated. There are questions about how the “No Surprises Act” will be calculated and enforced, and there already have been several lawsuits filed seeking to change or eliminate elements of the complex legislation.

Fraudsters earned plenty of headlines throughout 2021 for a variety of scams, improper sales and lawsuit activity.

Members of the financial services community perform philanthropy on a grand scale.

Sam Richter gives you tips on how you can glean information on clients and use it to help them reach their financial goals.

Katie Brewer focuses on helping young clients build the foundation they need to live their richest lives.

How to go from running hot and cold to knowing what temperature to set.

I know that at some point while dashing through the local outlet center or around the nearby retail hub, I’ll hear the familiar sound of the bell beckoning shoppers to throw some cash or change into the Salvation Army kettle.

The full effects of the COVID-19 pandemic on the life insurance industry have not been fully realized.

A look at a client’s likelihood of needing care and the cost of obtaining that care show the various factors that impact those estimates.

Providing advice on Medicare can help the financial advisor deliver an exceptional client experience.

How advisors can prepare clients for the “known unknowns” in retirement income planning.

Being the coach of your clients’ financial security means finding the best defense to support their goals.

Real estate investments can lead clients to previously unconsidered sources of income and financial confidence.

We need more people coming into financial services who care about Main Street Americans, and we need more advisors to recognize with pride the work that they do protecting individuals and small businesses.

Balancing the workload between P/C and life sales might not be as impossible as you think.