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.
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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.
2025: Taxing decisions due
John Hilton
December 15, 2024
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?
Insurers, regulators race to harness power of AI
John Hilton
October 31, 2024
Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.
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.
Riding the ‘long tail’ of opportunity — with AmeriLife’s Brian Peterson
Paul Feldman
December 15, 2024
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.
Creating the Preeminent Partnership — With Simplicity’s Bruce Donaldson
Paul Feldman
November 1, 2024
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.
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.
A place to belong — with Thomas ‘T’ Priester
Susan Rupe
December 15, 2024
Thomas “T” Priester discovered he belongs in the industry and created a space for others to belong as well.
A dynamic duo — Judith and Simone Lee
Susan Rupe
November 1, 2024
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.
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.
What’s next for retirement income security?
Doug Bailey
December 15, 2024
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.
50 years of ERISA: A look back at its roots
Doug Bailey
November 1, 2024
Millions of American workers enjoy secure pension funds today thanks to this regulation, which oversees private retirement plans.
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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.
The role of life insurance in estate planning and wealth transfer
Steve Lockshin
December 15, 2024
Life insurance offers flexibility in estate planning that few other financial instruments can match.
Crisis to creativity: Evolving to meet needs of millennials and Gen Z
Samantha Chow
November 1, 2024
Life insurance must shake off its reputation as death insurance.
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.
Three mistakes annuity owners should avoid
JB Beckett
December 1, 2024
Annuities are gaining in popularity, but clients may be confused about some of the details.
Peak 65 to fuel digital boom in annuities
Katie Kahl and Adam Ducorsky
November 1, 2024
The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.
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.
Help workers understand and use their benefits
Susan Rupe
December 1, 2024
Research shows that employers are offering a greater array of benefits, but workers often don’t understand or use them.
ICHRAs: A choice for small employers
Susan Rupe
November 1, 2024
Individual coverage health reimbursement arrangements represent a sliver of the group health market, but that segment is poised for growth.
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.
3 essential technologies to have in your toolkit
Jonathan Georges
June 1, 2024
Technology enables advisors to take on new roles as they provide information to clients.
8 critical steps to drive sales
Casey Cunningham
May 1, 2024
The three important words that transform salespeople into sales powerhouses.
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.
Insurers look to improve distribution productivity to meet customer needs
Laura A. Murach
February 1, 2025
Carriers are making substantial investments to continue generating growth.
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.
Long-term care: A paradigm shift in financial planning
Carroll Golden
March 1, 2025
Planning for LTC is planning for a client’s peace of mind.
CBO’s deficit-reduction report doesn’t tell the whole story
Diane Boyle
February 1, 2025
We can’t afford to ignore the options outlined in the report.
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.
We must do better to support women in financial services
Claudia Cypher Kane
July 1, 2024
Some steps everyone can take to encourage women to pursue careers in the industry and thrive in them.
2025 tax reform: Unpacking the challenges ahead
Jennifer Fox
March 1, 2025
How will Congress implement the new president’s agenda?
Building a future of true financial security for all
Maggie Seidel
February 1, 2025
We must develop a forward-thinking mindset for 2025.
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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