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December 1, 2025

Principal vision — With Deanna Strable

Deanna Strable rose from actuarial intern to CEO of Principal Financial Group. Now she’s leading the 145-year-old company into a new era of retirement, benefits and technology-driven growth.

December 1, 2025

Planning in the key of life — with Preston Cherry

Preston Cherry specializes in helping members of Generation X live their best financial lives while he teaches the next generation of professionals.

December 1, 2025

Can government ease the LTC crisis?

States are taking the lead in addressing long-term care needs while federal support lags.

December 1, 2025

How agentic AI is rewiring insurance for 2026

Agentic AI, which can autonomously plan, make decisions and carry out tasks, is expected to become prominent in the insurance industry by 2026.

December 1, 2025

Consumers need human advisors – and more of them

Studies show consumers want to work with professionals, while the industry must cultivate the next generation of advisors.

December 1, 2025

One door closes, another door opens

What you need to know about mandatory Roth catch-up contributions.

December 1, 2025

Why age alone shouldn’t rule out annuities in retirement

It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.

December 1, 2025

Looking ahead: 5 touchpoints for 2026

The next 12 months are set to offer new opportunities for agents and advisors — if you’re ready. Here are five touchpoints to keep in mind as you begin to navigate the changing tides of 2026.

December 1, 2025

Trump Savings Accounts could jump-start a wealth-building era

The accounts that begin with a $1,000 seed investment could be a game-changer for families.

December 1, 2025

Regulators defend close relationships with industry

Critics allege conflicts of interest make it nearly impossible for state insurance regulators to objectively write rules.

December 1, 2025

Strong succession planning starts early: A case study

How a multigenerational practice is addressing the issues of succession planning.

December 1, 2025

Life insurance can shield your estate

State estate tax bills can threaten the inheritance of a home, family business or other assets.

December 1, 2025

The missing link in LTC planning

Help your clients change their attitude, behavior and habits in planning for future care.

November 28, 2025
Illustration showing a shopping carriage full of stuffed hearts, with the legend "Feelings, Prayers and Vibes Buying".

Feelings, prayers and vibes: How many Americans buy

Many Americans rely on their gut feelings, prayers and vibes when making major purchasing decisions, according to a survey by Life Happens.

November 26, 2025
Medicare

Latest round of Medicare prescription drug price cuts announced

The Trump administration announced new lower Medicare prices for 15 drugs that were part of the latest round of price negotiations.

November 26, 2025
Illustration of Wink Annuity Q3 report.

Annuity sales edge up in Q3, Wink reports

Sales were up 1.8% when compared to the previous quarter and up 1.5% when compared to the same period last year.

November 26, 2025
Image of a person holding a Social Security card.

Nearly half of Americans surveyed will collect Social Security benefits early

Nearly half of Americans surveyed plan to file for Social Security benefits before reaching full retirement age, leaving money on the table.

November 26, 2025

How cyber insurance will connect consumers and insurers

Several trends are on track to converge in 2026 and boost the perceived value of personal cyber coverage.

November 25, 2025
Illustration of older investors at a roulette wheel. Older-Investors-Wider-Bets-How-retirement-portfolios-change-with-age.
A T. Rowe Price/MIT study reveals how retirement investors' allocation preferences and accumulated savings become more diverse with age. (AI-generated image}

Older Investors, Wider Bets: How retirement portfolios change with age

A T. Rowe Price/MIT study reveals how retirement investors’ allocation preferences and accumulated savings become more diverse with age.

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