Help women become the CFOs of their own lives
Susan Rupe
May 1, 2025
Advisors turn their attention to helping younger women form good financial habits and protect what’s important to them.
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HNW clients take center stage under Trump
John Hilton
April 1, 2025
Now that President Donald Trump and fellow Republicans control all levers of government, the focus is on high net worth clients
Prospecting: Beyond the steak dinner
Susan Rupe
March 1, 2025
Forget cold calling and free dinners! Advisors are finding novel ways to connect with prospects and turn them into clients.
Giving back: It’s a family affair
Susan Rupe
February 1, 2025
Financial professionals are contributing their time and talents, and encouraging their families to join them.
Annuities: Unlocking the tech advantage — With SILAC’s Dan Acker
Paul Feldman
May 4, 2025
Building on SILAC’s annuity success, President and Chief Marketing Officer Dan Acker sees technology as the key to unlocking future growth.
Hitting the accelerator on annuities — With Jackson National’s Alison Reed
Paul Feldman
April 1, 2025
From her start as an intern to heading product development, Alison Reed discusses her unique career at Jackson National Life, and how she is helping to accelerate the future of annuities.
Is the ‘Age Wave’ a retirement tsunami? — With Ken Dychtwald
Paul Feldman
March 1, 2025
‘Age Wave’ think tank founder Ken Dychtwald discusses the implications of aging, health and financial wellness
Facing the long-term care explosion — With Genworth’s Tom McInerney
Paul Feldman
February 1, 2025
Genworth CEO Tom McInerney discusses the implications of millions of baby boomers needing long-term care in the future and how his company is facing the challenge of helping them fund it.
Leading from the front — with Sam Philbrook
Susan Rupe
May 1, 2025
Sam Philbrook took the lessons in leadership and service he learned in the Army to serve his clients and community.
More than luck — with Kevin Tostado
Susan Rupe
April 1, 2025
Kevin Tostado uses his skills developed as an Emmy-winning filmmaker to help clients achieve their financial dreams.
The science of security — with Bronwyn Martin
Susan Rupe
March 1, 2025
Bronwyn Martin brings the analytical skills she learned in the scientific field to provide advice to ‘the millionaires next door.’
Riding above the competition — with JD Moya
Susan Rupe
February 1, 2025
JD Moya, who said he ‘was Hispanic before Hispanic was cool,’ built an insurance brokerage empire inspired by a mythical icon.
Offshore reinsurance booms as regulators play catch-up
John Hilton
May 1, 2025
Billions of dollars in life and annuity blocks are being reinsured annually — many of the deals are with offshore insurance companies. And regulators are growing concerned.
Premium financing: A two-edged sword?
Doug Bailey
April 1, 2025
In the right hands, premium financing is a powerful tool; misused, it’s led to dozens of major lawsuits and financial losses.
Whatever happened to DEI?
Doug Bailey
March 1, 2025
Diversity, equity and inclusion programs face backlash as many companies eliminate or revamp them.
AI and ethics: What advisors must know
Susan Rupe
February 1, 2025
The use of artificial intelligence is expanding rapidly, but advisors must understand how to use this tool ethically.
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Overcoming ‘I need to think about it’
Drew Gurley
May 1, 2025
The four most common objections to buying life insurance
How partnering with a CPA firm boosted my life insurance practice
Steve Spector
April 1, 2025
Matching the right advisor to the right accounting firm can be challenging, but worth it.
Key person insurance: A vital tool for startups
Jonathan Selby
March 1, 2025
Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.
What I wish I knew when I started out in life insurance
Steve Spector
February 1, 2025
A recently retired agent looks back on lessons learned and what newer agents can learn from them.
Defined benefit annuity: The next great innovation
David Macchia
May 1, 2025
How transformative technology creates the first personal defined benefit pension funded by a fixed indexed annuity.
Choosing the scenic route: Why diversification matters
Lori Seaton
April 1, 2025
You’ll find opportunities to explore new paths through internal diversification of annuities.
Securing income through a fully insured plan
Ernest Guerriero
March 1, 2025
Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.
Three tips to adopt digital capabilities into your practice
Craig Hawley
February 1, 2025
Ways to streamline operations and enhance client engagement.
How health care costs change the face of women’s planning
Holly Westervelt
May 1, 2025
Rising health care costs and unpaid caregiving responsibilities impact women’s retirement security.
The power of ‘no’: Turning passive enrollment into active decisions
Tom Smith
April 1, 2025
A surprising strategy to maximize employee benefit enrollment.
Why DI remains the best option to fund disability costs
Frank Zuccarello
March 1, 2025
Dispelling three common myths surrounding disability insurance for ultra-high-income earners.
What is the future of long-term care in the U.S.?
Susan Rupe
February 1, 2025
Experts weigh in on the increasing need for long-term care and the possible solutions to pay for it.
The six golden rules of client scheduling
Gina Pellegrini
May 1, 2025
Ways to ensure a steady flow of opportunities while nurturing your client base.
Conquering self-sabotage and shushing negative self-talk
Casey Cunningham
April 1, 2025
The mental shift that creates a foundation for growth and success.
Tech up your communication
Michael Streit
March 1, 2025
How to reach clients and prospects without overworking your team.
Turn your biggest critics into advocates
Edward Shellard
July 1, 2024
Find the right tools to better evaluate the client experience.
The three components of financial wellness
Deb Dupont
April 1, 2025
These components make up the framework for helping your clients achieve their goals.
How the industry can help more women achieve financial security
John Carroll
March 1, 2025
The life insurance gap for women represents an opportunity for advisors.
Reimagining investment strategies with alternatives
Brandon Wellman
February 1, 2025
Alternative investments can diversify client portfolios and boost overall returns.
Navigating the unknown tax terrain
Sara Samuels
November 1, 2024
Providing advice on taxes can open new doors for advisors.
Medicare: An important piece of the financial planning puzzle
Elie Harriett
May 1, 2025
A lifetime of financial planning can be undone by one bad diagnosis.
Do your clients know about IRMAA?
Ike S. Trotter
April 1, 2025
Make sure that a surprise doesn’t derail your client’s retirement plan.
Why expanding access to financial planning is crucial
Paul Brahim
April 1, 2025
We must be willing to explore adding additional compensation models to increase financial planning’s accessibility and the peace of mind it provides.
We can help couples find common financial ground
Claudia Cypher Kane
October 1, 2024
Couples can vary drastically in their approach to money. Financial professionals can coach them to a plan that works for them.
When life takes an unexpected turn: Financial resilience in action
Maggie Seidel
May 1, 2025
Resilience is nothing short of a superpower, and it is one that Finseca is dedicated to conferring on every American.
State advocacy in 2025: Navigating new challenges and opportunities
Melissa Bova
April 1, 2025
With the presidential and congressional elections out of the way, it’s time to look at state legislative and regulatory activity that impacts the financial services profession.
P/C coverages that retirement advisors should know
Ernest Guerriero
December 1, 2024
Adding value to the client relationship while expanding the advisor’s network of professionals.
Is retaining key talent keeping you up at night?
Ernest Guerriero
September 1, 2024
An exclusive benefit for a select group of key employees could discourage them from jumping ship.
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