Giving back: It’s a family affair
Financial professionals are contributing their time and talents, and encouraging their families to join them.
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Financial professionals are contributing their time and talents, and encouraging their families to join them.
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?
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.
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.
JD Moya, who said he ‘was Hispanic before Hispanic was cool,’ built an insurance brokerage empire inspired by a mythical icon.
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.
The use of artificial intelligence is expanding rapidly, but advisors must understand how to use this tool ethically.
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.
A recently retired agent looks back on lessons learned and what newer agents can learn from them.
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.
Ways to streamline operations and enhance client engagement.
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.
Experts weigh in on the increasing need for long-term care and the possible solutions to pay for it.
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.
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.
Carriers are making substantial investments to continue generating growth.
Artificial intelligence offers significant potential for financial advisors to streamline operations and improve customer outcomes.
Alternative investments can diversify client portfolios and boost overall returns.
Providing advice on taxes can open new doors for advisors.
We can’t afford to ignore the options outlined in the report.
NAIFA supports expanded provisions of the ABLE Act.
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.
We must develop a forward-thinking mindset for 2025.
The aging advisor workforce is a critical issue for the industry.
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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