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December 16, 2024

What makes a financial advisor interesting to wealthy people?

The qualities that will keep people interested and keep the conversation going.

December 16, 2024
Image shows the U.S. Capitol and the words "401k"
Analysts say the Trump administration will be mostly good news for financial services.

Yes, the fiduciary rule is probably history, Capital Group analysts say

Despite nominating a moderate to head the Department of Labor, President-elect Donald Trump isn’t likely to be passionate about keeping the latest fiduciary rule around, analysts say.

December 15, 2024

A place to belong — with Thomas ‘T’ Priester

Thomas “T” Priester discovered he belongs in the industry and created a space for others to belong as well.

December 15, 2024

2025: Taxing decisions due

Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?

December 15, 2024

Riding the ‘long tail’ of opportunity — with AmeriLife’s Brian Peterson

Brian Peterson talks about his path from teacher and coach to president of AmeriLife Group’s Accumulation and Retirement Income Distribution division, and what the future looks like for one of the industry’s largest marketing and distribution businesses.

December 15, 2024

The role of life insurance in estate planning and wealth transfer

Life insurance offers flexibility in estate planning that few other financial instruments can match.

December 15, 2024

What’s next for retirement income security?

Insurers argue that the fiduciary rule limits choices for retirees and might make it more difficult to sell annuities and other retirement planning insurance products.

December 13, 2024

Surpassing expectations: How planning helps clients with their financial goals

The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and life goals.

December 13, 2024
Image of Donald Trump against a backdrop of the U.S. Capitol dome, with health icons superimposed. Health-care-and-Trump-2-Disruption-ahead.

Health care and Trump 2.0: Disruption ahead

There is no precedent to what the U.S. could see in health care under a second Trump presidency, a health care policy analyst said.

December 13, 2024

How cloud technologies can help agents serve more older Americans

Cloud technologies are already making a difference for agents, and they’re becoming more powerful by the day.

December 12, 2024
Image shows the Centene logo and the words "investor day."
Centene executives expressed sympathy today for slain UnitedHealthcare CEO Brian Thompson.

Centene reacts to ‘unprecedented times’ with abbreviated investor day

Centene Corp. CEO Sarah London acknowledged “unprecedented times” Thursday morning as the healthcare giant held an abbreviated virtual investor day just days after UnitedHealthcare CEO Brian Thompson was killed.

December 12, 2024

AI in life and health: What to expect into 2025 and beyond

Here are seven top AI trends worth following.

December 12, 2024
Illustration of a drawing of the U.S. Capitol Building surrounded by prescription pills. How-will-public-policy-impact-health-benefits.

How will public policy impact health benefits?

Public policy has a great deal of influence on health benefits, and a panel of experts looked into what the future could bring.

December 12, 2024
Image shows a man figure walking into the sun
Mortality rates remain stubbornly high.

Post-COVID 19 ‘excess mortality’ rates could remain high for another decade

COVID-19 might seem like a distant memory but for life insurance executives lagging mortality rates remain a stubborn reminder.

December 11, 2024
Photo illustration showing a long-term care patient and caregiver. Are-partnerships-the-answer-to-the-long-term-care-crisis.

Are partnerships the answer to the long-term care crisis?

Long-term care is a financial risk that will touch most Americans. How will they pay for it?

December 11, 2024
Illustration of a lone health executive surrounded by a phalanx of security personnel. Health-insurers-take-steps-to-enhance-security-following-UnitedHealthCare-CEO-shooting.

Health insurers enhance security following UnitedHealthcare CEO shooting

The New York shooting that targeted a UnitedHealthcare executive has spurred health insurance companies to ramp up security procedures.

December 11, 2024

Wealth management: why some insurance companies are opting out of a lucrative opportunity

If wealth management is such an important tool for long-term growth at insurance firms, why have we seen a trend of industry consolidation and wealth arm selloff over the past 10 years?

December 11, 2024
Image of a middle-income couple reviewing their retirement plan, looking very happy. Middle-income-households-exceeding-retirement-savings-expectations.

Middle-income households exceeding retirement savings expectations

Middle-income households are generally applying strong retirement savings habits and behaviors, according to a recent survey.

December 10, 2024
Image of a opera singer hitting a high note. Choir-sings-its-last-song.

Choir, a program to diversify industry events, sings its last song

Nearly three years after two financial service professionals launched a program to diversify industry events, Choir is singing its last song.

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