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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.
Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?
As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?
Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
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.
In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.
Bill Egan from Oceanview Life and Annuities is on a mission to keep life insurance and annuities easy to understand and transparent.
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.
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.
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?
A fictional tale about the Three Little Pigs — and their AI use cases.
Where blockchain is gaining traction in the industry and what the future could hold.
The persistent myths that can complicate life insurance underwriting and derail otherwise solid cases.
Reviewing a client’s options when their term life expires.
Not all indexes are created equal, and not all of them are easy to understand.
The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.
Help clients access long-term care while preserving as much of their financial legacy as possible.
Annuities allow small-business owners to convert accumulated assets into guaranteed lifetime income.
Two approaches to a strategy that provides guaranteed income.
Advisors who focus solely on caps and participation rates miss the real marketing edge.
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.
Clients may know about buy-sell agreements but not about buy-sell disability solutions.
Medicare Advantage has been impacted by changes to Medicare Part D cost share, changes to the CMS risk adjustment model and declining Star Ratings.
Artificial intelligence makes reviews even more influential because modern search systems do more than display them. They analyze them.
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.
Artificial intelligence is changing how insurance is done, and one independent marketing organization is further ahead than most.
Experts say it’s possible, but it’s not without risk.
Guaranteed income can help retirees manage health-related risk.
Affiliation with a national marketing organization can expand access to resources, technology and carrier relationships.
Help shift the discussion from crisis-driven to intentional.
The real challenge isn’t building the financial plan — it’s believing in it.
When geopolitical events lead to market volatility, investors seek security.
A client’s income may not always be there. Why disability planning is crucial.
Financial planning is one of the ultimate human-centric professions.
We must be willing to explore adding additional compensation models to increase financial planning’s accessibility and the peace of mind it provides.
Why every financial security professional needs a policy playbook.
Trump Accounts represent a structural shift in how we think about financial planning.
Cash balance plans are powerful, but volatility can drive unpredictable contributions.
What you need to know about mandatory Roth catch-up contributions.
Aim higher during Annuity Awareness Month
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