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
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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.
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?
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
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.
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.’
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.
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.
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.
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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.
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.
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.
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.
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.
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.
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.
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.
The three components of financial wellness
Deb Dupont
April 1, 2025
These components make up the framework for helping your clients achieve their goals.
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.
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.
Do your clients know about IRMAA?
Ike S. Trotter
April 1, 2025
Make sure that a surprise doesn’t derail your client’s retirement plan.
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.
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.
State advocacy in 2025: Navigating new challenges and opportunities
Melissa Bova
April 1, 2025
With the presidential and congressional elections out of the way, it’s time to look at state legislative and regulatory activity that impacts the financial services profession.
2025 tax reform: Unpacking the challenges ahead
Jennifer Fox
March 1, 2025
How will Congress implement the new president’s agenda?
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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