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As insurers invest in automation and generative AI, routine administrative work is expected to decline. Experts say human judgment, compliance expertise and customer relationships will remain essential to the industry’s future.
Marketed to high earners as a powerful, tax-free vehicle for building retirement wealth, indexed universal life insurance now faces intense scrutiny over hidden fees and complex structures.
The MASTER Framework is a series of principles that separate average practitioners from those who achieve true excellence in their professional lives.
Vanishing commissions and complicated rules make it challenging for advisors to survive in this market. Here’s how they continue to serve clients amid a changing environment.
John Nichols knows that no one achieves success alone; it takes mentorship to survive and thrive in a business that’s tough to break into.
John Terry earned black belts in five different martial arts systems. But he said earning the black belt is about more than kicking and punching; it’s a lifestyle in which you try to live each day by doing better than you did the day before.
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.
Prudential’s Salene Hitchcock-Gear modernizes a legacy brand through tech-driven buying and wellness initiatives while empowering advisors to provide essential financial protection to a diverse 21st-century audience.
After an eight-year NFL career, Patrick Crayton is tackling the entrepreneurial world by launching his own Farmers Insurance agency from the ground up in Carrollton, Texas.
Philmon Lee grew up tagging along as his father made music. Now he is making his own musical dreams come true, thanks to a recent run on “American Idol.”
Cheryl D. George is on a mission to protect her clients, serve her community and spread love to the other side of the world.
Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
Being independent enhances the producer’s ability to respond quickly to client needs and emerging market trends.
How technology helps carriers prevent claims before they happen.
The U.S. is facing a demographic shift that could lead to a retirement crisis — and an opportunity for the industry.
Does it still exist in 2026, and how are women breaking through it?
The increase in crowdfunding to cover final expenses reveals why planning is crucial.
A term policy’s expiration is an opportunity for a deeper discussion of client goals.
The persistent myths that can complicate life insurance underwriting and derail otherwise solid cases.
Reviewing a client’s options when their term life expires.
The annuity income gap arises when income, growth, risk and flexibility must work together.
An NAIC working group is at the beginning of what promises to be a very long process to rein in illustrations.
We continue to see a disconnect between what annuities can do and how advisors sometimes use them.
Help clients access long-term care while preserving as much of their financial legacy as possible.
Supplemental health insurance gives employers a way to preserve affordability in the core medical plan while also making that plan more usable in real life.
The implications for benefits brokers are immediate and significant.
Employees struggle to manage their HSAs and are frustrated with their HSA experiences.
Why workplace benefits must support women by focusing on preventive care, hormonal health literacy and midlife support.
Artificial intelligence is replacing traditional search engines as the main tool for consumers to find a provider’s website.
Aligning every team member’s role with revenue goals drives agency growth and retention.
Insurers are increasingly choosing to build their own artificial intelligence solutions instead of buying someone else’s.
Artificial intelligence makes reviews even more influential because modern search systems do more than display them. They analyze them.
The industry must combine innovative technology with trusted professional guidance and a renewed commitment to consumer education.
A power shift is transforming the way products are distributed and the way consumers seek help.
Younger generations aren’t resistant to financial planning. They’re redefining what they want it to deliver.
Help shift the discussion from crisis-driven to intentional.
Technology can’t replace a personal connection with someone you trust.
Trump Accounts provide an opening for financial advisors to engage families in building financial security.
Bridging the gap between retiring and new financial planners fosters professional growth and successful transitions.
Financial planning is one of the ultimate human-centric professions.
Advisors can help clients build resilient plans that can withstand changing economic and policy conditions.
What is happening at the state level is no longer background noise for the financial security profession.
Cash balance plans are powerful, but volatility can drive unpredictable contributions.
What you need to know about mandatory Roth catch-up contributions.
Is retirement income being overlooked?
Explore why planning for retirement income is critical from accumulation through retirement.
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