Guiding women through the Great Wealth Transfer
Susan Rupe
May 1, 2026
Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?
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Trump 2.0: Financial chains unleashed or unraveled?
John Hilton
April 1, 2026
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?
Relationships: The foundation of sales
Susan Rupe
March 1, 2026
Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
2026: The industry responds to an aging population
Susan Rupe
February 1, 2026
Life insurance sales are expected to level off, while interest in annuities will be greater than ever.
Bringing meaning to life — With Salene Hitchcock-Gear
Paul Feldman
May 1, 2026
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.
The goodness of mutuality — With Paul Quaranto
Paul Feldman
April 1, 2026
In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.
Keeping it simple — With Bill Egan
Paul Feldman
March 1, 2026
Bill Egan from Oceanview Life and Annuities is on a mission to keep life insurance and annuities easy to understand and transparent.
Knighthead’s big move — With Ed Massaro
Paul Feldman
February 1, 2026
CEO Ed Massaro guides Knighthead Life confidently into the U.S. annuity market with fresh tech, clean balance sheets and a long-term commitment to advisors.
A heart for finance — with Lizbeth Menjivar
Susan Rupe
May 1, 2026
Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
Coach Pete for the Win — with Pete D’Arruda
Susan Rupe
April 1, 2026
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
The first of everything — with Uziel Gomez
Susan Rupe
March 1, 2026
Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.
Building momentum — with Lonniece McDonald
Susan Rupe
February 1, 2026
Lonniece McDonald wants to expose more people of color to the financial profession while helping students and underserved communities improve their financial literacy skills.
The gendered glass ceiling
Rayne Morgan
May 1, 2026
Does it still exist in 2026, and how are women breaking through it?
The wolf of AI: ‘I’ll huff and I’ll puff and I’ll blow your house down!’
Sue Kuraja
April 1, 2026
A fictional tale about the Three Little Pigs — and their AI use cases.
Blockchain may be finding its second wind in life and annuities
John Forcucci
March 1, 2026
Where blockchain is gaining traction in the industry and what the future could hold.
The intelligence revolution: Insurance in the fourth industrial era
Sue Kuraja
February 1, 2026
Data and artificial intelligence combine to create the insurance industry’s version of the movie War Games.
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What to do when term life runs out
Scott Harper
May 1, 2026
Reviewing a client’s options when their term life expires.
What to know about market‑linked life insurance strategies
Darrel Tedrow
April 1, 2026
Not all indexes are created equal, and not all of them are easy to understand.
Using cash value life insurance as a buffer asset in retirement
Jacob Lewis
March 1, 2026
The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.
Key person life insurance keeps small businesses afloat
Keith Wallace
February 1, 2026
Key person life insurance is an essential, underused safeguard for small business continuity.
How annuities can help small-business owners achieve retirement security
Anna Baluch
May 1, 2026
Annuities allow small-business owners to convert accumulated assets into guaranteed lifetime income.
Rethinking retirement income: The role of annuity laddering
Anna Baluch
May 1, 2026
Two approaches to a strategy that provides guaranteed income.
Customizing FIAs with riders meets a broad set of client needs
Val Majewski
April 1, 2026
Advisors who focus solely on caps and participation rates miss the real marketing edge.
Identifying the ‘best’ annuity for retirement
John Poston
March 1, 2026
The best annuity for retirement is the one that’s best for the individual client’s needs and goals.
Making women’s health a higher priority
Kate Hubben
May 1, 2026
Why workplace benefits must support women by focusing on preventive care, hormonal health literacy and midlife support.
Disability succession planning: What’s at stake, when to pivot
Sean McNiff
April 1, 2026
Clients may know about buy-sell agreements but not about buy-sell disability solutions.
Opportunities and challenges exist in the MA market
Susan Rupe
March 1, 2026
Medicare Advantage has been impacted by changes to Medicare Part D cost share, changes to the CMS risk adjustment model and declining Star Ratings.
Beyond stop-loss: Smarter claim strategies for a high-cost era
Bruce D. Roffé
February 1, 2026
More employers are turning to stop-loss as a financial buffer against unpredictable and severe medical events.
How Integrity’s AI is creating ‘super advisors’
John Hilton
May 1, 2026
Artificial intelligence is changing how insurance is done, and one independent marketing organization is further ahead than most.
Can AI be trusted for premium finance planning?
Rayne Morgan
April 1, 2026
Experts say it’s possible, but it’s not without risk.
An insurtech sales tool kit for every independent agent
Rayne Morgan
March 1, 2026
Technology tools work best when they complement the role of advisors.
Growing together: The power of professional study groups
Michelle Bender
February 1, 2026
Building a small village of like-minded professionals takes time.
Intermediary distribution: Navigating a moving marketplace
Erin Bowler
May 1, 2026
Affiliation with a national marketing organization can expand access to resources, technology and carrier relationships.
How Gen X women seek retirement peace of mind
Tina Beckwith
March 1, 2026
A gender gap exists in Gen Xers’ retirement readiness.
How advisors can guide clients beyond doubt
Shane Westhoelter
February 1, 2026
The real challenge isn’t building the financial plan — it’s believing in it.
4 key actions to future-proof your practice
Aaron Kane
November 1, 2025
Ways to build stronger client relationships and raise retention rates in the coming year.
The weakest link: Lifetime earnings assumptions
Chelsea Mucha
May 1, 2026
A client’s income may not always be there. Why disability planning is crucial.
The quiet rise of AI in everyday insurance decisions
Ssrinath Chandramohan
April 1, 2026
For advisors, the real change isn’t technology; it’s how technology is used.
Bringing the human element into financial planning
Dan Galli
March 1, 2026
Financial planning is one of the ultimate human-centric professions.
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.
A new starting line for generational wealth
Jennifer Fox
April 1, 2026
Trump Accounts represent a structural shift in how we think about financial planning.
What’s next for Congress in 2026?
Jennifer Fox
March 1, 2026
As lawmakers begin the second session of the 119th Congress, committees are working through a significant backlog.
Using life insurance in a cash balance plan
Ernest Guerriero
May 1, 2026
Cash balance plans are powerful, but volatility can drive unpredictable contributions.
One door closes, another door opens
Ernest Guerriero
December 1, 2025
What you need to know about mandatory Roth catch-up contributions.
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