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June 1, 2026

The Annuity Evolution: New Rules, Smarter Tech

Evolving regulations and AI-driven technology are colliding with major industry consolidation to fundamentally reshape the annuity landscape. These powerful shifts are transforming everything from product design to the way consumers experience retirement security.

June 1, 2026

Annuities at the speed of a cheetah — With Mark Zesbaugh

Industry veteran Mark Zesbaugh, CEO of Revol One Financial, transitioned from a record-breaking early career in finance to building a modern, tech-forward insurance platform from the ground up.

June 1, 2026

A foundation of faith — with Cheryl D. George

Cheryl D. George is on a mission to protect her clients, serve her community and spread love to the other side of the world.

June 1, 2026

Preserve client assets with a Medicaid-compliant annuity

Help clients access long-term care while preserving as much of their financial legacy as possible.

June 1, 2026

The biggest domestic issue of the 21st century

The U.S. is facing a demographic shift that could lead to a retirement crisis — and an opportunity for the industry.

June 1, 2026

An HSA can help with high costs, but employees need more support in using it

Employees struggle to manage their HSAs and are frustrated with their HSA experiences.

June 1, 2026

10 underwriting myths that won’t quit

The persistent myths that can complicate life insurance underwriting and derail otherwise solid cases.

June 1, 2026

From taboo to transparency: Reframing family financial talk

Help shift the discussion from crisis-driven to intentional.

June 1, 2026

Annuities can become a portfolio ‘stabilizer’

When geopolitical events lead to market volatility, investors seek security.

June 1, 2026

Reviews and digital trust are essential for advisors in an AI-driven world

Artificial intelligence makes reviews even more influential because modern search systems do more than display them. They analyze them.

June 1, 2026

You can’t afford to ignore what happens in Washington

Why every financial security professional needs a policy playbook.

June 1, 2026
Even as annuity sales reach record levels, the industry faces a critical challenge: expanding beyond existing customers and educating new ones.

Annuities and the inverted pyramid

When I was a journalism student, one of the first lessons taught was the “inverted pyramid” writing style. It’s a way to structure content so readers get the most important information first.

June 1, 2026

Annuities central to a health-focused retirement strategy

Guaranteed income can help retirees manage health-related risk.

June 1, 2026

Why agents should take a second look at TV advertising

Changes to the ad market and the lower costs needed to produce an ad today make TV a viable way for agents to promote themselves.

June 1, 2026

How healthcare inflation can eat up a client’s retirement income

Looking at healthcare costs in relation to Social Security or projected overall retirement income provides a way to frame these expenses and plan to account for the impact of healthcare inflation.

May 29, 2026

Global economy ‘resilient’ in the wake of massive disruption

“It’s amazing how resilient and flexible the global economy is” in the wake of current geopolitical trends that are reshaping the investment landscape, said Jack Aldrich, BlackRock’s director for geopolitical research and strategy.

May 28, 2026
Image shows crypto money flowing down steps
The Digital Asset Market Clarity Act is making its way through Congress. (This image was generated using AI)

Cryptocurrency legislation takes one step forward with bipartisan support

The Digital Asset Market Clarity Act advanced out of the Senate Banking Committee recently in a bipartisan vote. If it becomes law, what will it mean?

May 28, 2026

When risk moves faster than insurance, everyone pays the price

When insurance availability tightens, the consequences move quickly beyond the policyholder.

May 27, 2026
Image shows Kyle Busch
Racing legend Kyle Busch died of pneumonia-related illness on May 21.

Kyle Busch attorney rips ‘false narrative’ around life insurance coverage

An attorney for the late racing legend Kyle Busch claims critics are pushing a “false narrative” about the driver’s life insurance coverage.

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