Annuities 2025: Supercharging a hot market
John Hilton
June 1, 2025
Annuities sales are incredibly strong, and a close look at market trends reveals yet more room to run.
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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.
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.
Serving members royally for 130 years — With Royal Neighbors’ Zarifa Brown Reynolds
Paul Feldman
June 1, 2025
President and CEO of Royal Neighbors of America Zarifa Brown Reynolds shares the mission of the fraternal life insurance organization she leads: insure lives, support women and serve communities.
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
From football to finance: ‘A noble career’ — with Padric Scott
John Hilton
June 1, 2025
Padric Scott always planned to become a doctor. Then he got curious about money, finance and investing.
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.’
Live from LIMRA: Life insurance execs ponder ways to boost sales to meet need
John Hilton
June 1, 2025
In a time of transition, life insurance and annuity sales are thriving. But there are many issues to tackle and disruptions at play. These all were topics of discussion at the recent LIMRA Life and Retirement Conference.
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.
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The role of life insurance in disaster preparedness
Meteena Watson
June 1, 2025
Life insurance can provide comfort and financial stability after an unpredictable event.
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.
A 1035 exchange to an FIA: A smart choice in today’s environment
Derek Miser
June 1, 2025
As retirees shift their priorities to income stability, higher-interest-rate products such as FIAs offer a compelling alternative.
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.
5 trends shaping the benefits landscape for small and midsize businesses
Steve Wolin
June 1, 2025
Cost containment, customer experience and increased choice are top of mind for clients.
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.
The power of social proof in scaling your practice
Erik Robinson
June 1, 2025
Leveraging customer reviews and testimonials to build credibility and trust with prospects.
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.
Opportunities among emerging affluent investors
Matthew Drinkwater
June 1, 2025
Reaching individuals aged 25-45 who are on track to become affluent later in their lives.
The opportunity in the Canadian life market
Matthew Rubino
May 1, 2025
he Canadian individual life insurance market is shifting toward larger policy sizes and higher premiums.
Empowering women to take charge of their wealth
Juli McNeely
June 1, 2025
Transparency and education are the keys to building trust with female clients.
Reimagining investment strategies with alternatives
Brandon Wellman
February 1, 2025
Alternative investments can diversify client portfolios and boost overall returns.
Corporate tax laws can impact Main Street consumers
Kevin Mayeux
June 1, 2025
Why Congress cannot limit the C-SALT deduction.
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.
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.
The rise of women in financial services: From trailblazing to transformation
Bonnie Godsman
June 1, 2025
Women are a force across every level of this profession. But the journey isn’t over.
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.
Key considerations when designing a retirement plan
Ernest Guerriero
June 1, 2025
Because no two business owners are alike, what will work in one employer’s retirement plan offering may not work for another’s.
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.
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