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September 1, 2025

Annuities & Life Insurance: From ‘live on’ to ‘leave on’

How an annuity death benefit rider can strengthen legacy planning.

September 1, 2025

Independent contractor update: Federal retreat, state gains momentum

New Jersey lawmakers are moving forward with an approach to the independent contractor classification.

September 1, 2025

Life insurance awareness gets an innovative makeover in 2025

There are a couple of givens when it comes to life insurance: nearly everybody needs it, and not nearly enough people have it.

September 1, 2025

Retaining top talent – a short-term arrangement?

A retention bonus plan can reward top performers while building a loyal workforce.

September 1, 2025

We need to up our game to reach Gen Z

Generation Z seeks information on life insurance from social media. Here’s how the industry must respond.

September 1, 2025

Why financial professionals should enter the 403(b) K-12 educator market

How to address the criticisms about how this market works and embrace the opportunities that it opens.

September 1, 2025

The silent threat of disability to ultrasuccessful clients

Why protecting clients from the risk of a disability event can save their organizations.

September 1, 2025

How life insurance funds executive benefit plans

The executive benefits marketplace is a $42 billion market and one of the fastest-growing segments in the industry.

August 29, 2025

5 strategies to deepen client trust through annuity education

Annuity professionals are navigating one of the most opportunity-rich, yet misunderstood, moments in our industry’s history.

August 29, 2025
An online investor is sitting with his head in his hands, with a thought balloon that says "Bad Online Financial Advice!" Misleading online information leads many Americans to make financial errors.

Misleading online information leads many Americans to make financial errors

Nearly 3 out of 5 people surveyed said they made regrettable financial decisions based on misleading information they received online

August 29, 2025

Relationships over revenue: The real secret to selling life insurance

The agents who win are the ones who play the long game.

August 28, 2025

Peak 65 brings peak risk: Preventing elder financial fraud

This dramatic demographic shift brings with it not only increased demand for retirement and health care planning but also an urgent need to safeguard seniors from financial exploitation.

August 28, 2025

The Big Beautiful Bill: 8 financial planning impacts and strategies

The recently passed One Big Beautiful Bill Act could impact personal finance and tax strategy.

August 28, 2025
Image ahows a cowboy judge lassoing a "Lawsuit" sign
A pair of leading insurers received good news and bad news from courts this week.

Court update: Allianz Life faces bevy of lawsuits over July data breach

Allianz Life Insurance Co. of North America faces several lawsuits related to a July data breach that affected 1.4 million people.

Transamerica welcomes Jason Frain as head of retirement solutions

August 27, 2025

Transamerica announced that Jason Frain has joined the company as head of retirement solutions, effective immediately. In this role, Frain…

August 27, 2025

Private credit enters your 401(k)? What investors need to know

Private credit is an alternative investment that involves providing loans to businesses outside traditional channels.

August 27, 2025
Individual deciding between two different piggy banks. Picking the right savings account can help lower-asset households.

Is it possible to save too much in retirement accounts?

Choosing the right accounts to save into can help younger and lower-asset households, according to a report by Hearts & Wallets.

August 26, 2025
Illustration with a busy financial graph and several eyes peering out from behind the graph. Jackson-Nationals-study-reveals-hidden-dangers-for-risk-averse-investors.

Jackson National study reveals hidden dangers for risk-averse investors

A new Jackson National study exposes a surprising truth: Risk-averse investors may be vulnerable to a different form of market risk.

August 26, 2025
Image shows a cowboy on a roundup
Several new products were announced Monday.

Product alert: New life insurance, annuity offerings hit the shelves

Monday became a new product release day as three prominent life insurance companies unveiled their new offerings.

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