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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?
Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.
Indexed products are leading the way in the life insurance and annuity space. But critics continue to complain about misleading illustrations and complex products. Where do we go from here?
Some agents and financial planners swear by indexed universal life as a versatile product that addresses many issues. Others say it’s a devil in disguise.
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.
The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.
Bryan Adams’ path took him from funeral homes and folding shirts to heading an industry juggernaut, Integrity Marketing Group.
National Life Group’s chairman, CEO and president Mehran Assadi made the journey from “geek” to the top of the company, creating what he calls a successful “175-year-old startup” along the way.
Thomas “T” Priester discovered he belongs in the industry and created a space for others to belong as well.
Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.
Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.
Stacy Lang Kahan and her daughters are building upon the tradition passed down by her father.
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.
Millions of American workers enjoy secure pension funds today thanks to this regulation, which oversees private retirement plans.
A Supreme Court ruling will make it easier to challenge administrative rules and will have implications for health and property/casualty insurers.
The industry must do a better job of preparing consumers for the nonfinancial aspects of retirement.
Life insurance offers flexibility in estate planning that few other financial instruments can match.
Life insurance must shake off its reputation as death insurance.
How life insurance can be an alternative to grandfathering the large federal estate and gift tax exemptions.
Generation Z has the greatest coverage gap. How can advisors help bridge this disconnect?
Annuities are gaining in popularity, but clients may be confused about some of the details.
The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.
Interest rates, market volatility and a growing demographic are fueling higher demand for annuities.
Middle-income Americans recognize they need products to help them navigate longevity and market risks in retirement.
Research shows that employers are offering a greater array of benefits, but workers often don’t understand or use them.
Individual coverage health reimbursement arrangements represent a sliver of the group health market, but that segment is poised for growth.
Clients are concerned about out-of-pocket costs and networks as advisors gear up for a new enrollment season.
Factors to consider in determining whether a benefits program meets the needs of employees.
Find the right tools to better evaluate the client experience.
Technology enables advisors to take on new roles as they provide information to clients.
The three important words that transform salespeople into sales powerhouses.
Unleashing your creative strength will lead to stronger presentations.
Artificial intelligence offers significant potential for financial advisors to streamline operations and improve customer outcomes.
The need for guaranteed lifetime income is fueling interest in annuity sales.
Providing advice on taxes can open new doors for advisors.
Life insurance can serve as a valuable part of a retirement plan, beyond paying a death benefit.
NAIFA supports expanded provisions of the ABLE Act.
How to consider alternative options for clients with adverse health conditions.
Couples can vary drastically in their approach to money. Financial professionals can coach them to a plan that works for them.
Some steps everyone can take to encourage women to pursue careers in the industry and thrive in them.
The aging advisor workforce is a critical issue for the industry.
Thoughts on building a new future by looking ahead.
Adding value to the client relationship while expanding the advisor’s network of professionals.
An exclusive benefit for a select group of key employees could discourage them from jumping ship.
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