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The younger generations can get caught up in unrealistic investment ideas they find on social media. For advisors, the challenge is to cut through the noise and help them set realistic expectations.
Economic conditions remain ripe for an ongoing annuity sales boom. But the Department of Labor’s new fiduciary rule expansion could be a major disruption.
Aggressive recommendations previously made on indexed universal life were likely to cause disappointment. Where do IUL illustrations stand today?
Advisors get creative in providing the financial literacy message to diverse audiences.
Less than 18 months after taking the helm of AuguStar Reitrement, President and CEO Clifford Jack touts the firm’s success … as well as the unlimited upside he sees going forward.
Lynne Franklin has a unique definition of persuasion. Learn her secrets to helping a client reach their own decision and say “yes.”
Matt Berman says he’s in a unique position as president and CEO of Foresters Financial, a 150-year-old fraternal organization with a mission to enrich the lives of middle-market families.
Sammons Chairman and CEO Esfand Dinshaw sees “instant” underwriting decisions as the key to increasing life insurance sales — and AI as the key to achieving that immediacy.
Ronnie Kaymore traded in the football field for an agent’s license. He helps dozens of NFL and NBA athletes plan their financial futures.
Deshawn Peterson is helping build a bridge for the next generation of financial advisors while he works to help investment advisors build their own practices.
Bryan Simms is at the forefront of an effort to revive one of the nation’s oldest Black-owned carriers.
Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.
The nonfinancial aspects of retirement are often overlooked when planning for a client’s post-working years. Here’s how to help clients have a more complete vision of their lives after employment.
Overcoming challenges with technology and uniting underwriting professionals.
Keeping pace with rapidly evolving technology is a special challenge, especially when onboarding new employees.
Underwriting is experiencing a transformation while digital point-of-sale platforms are streamlining the purchasing process like never before.
There are benefits and drawbacks to borrowing from a cash value policy.
An analysis of the benefits of paying life insurance premiums through your qualified plan.
Hybrid life insurance is becoming a popular alternative to pay for long-term care.
This analysis will help you understand and assess indexed universal life products that are becoming increasingly difficult to compare.
How to spread out tax liability while allowing an inheritance to continue growing.
New research shows that structured annuities with income benefits increase the likelihood of retirees having assets left at age 100.
Why does interest in annuities tend to decrease as retirees age?
How advisors can help clients overcome the hurdles that prevent them from considering lifetime income strategies.
The insurance sector must foster innovation that will ignite behavioral and buying changes in long-term care solutions.
High costs and a lack of understanding by employees are among the challenges facing employers in getting workers enrolled in benefits.
An education gap about benefits outside of traditional medical plans leaves many workers confused.
Shifting toward early long-term care planning strengthens client relationships, reflecting evolving perspectives on care and financial well-being.
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.
Product innovation and new market entrants suggest the RILA market still has significant growth potential.
A growing number of young adults identify as LGBTQ+. How can the industry gain their trust?
Technology eliminates many administrative chores, allowing advisors to focus on enhancing client experiences.
Identifying your high net worth prospects’ needs can help you provide the correct solutions for them while building long-term relationships.
Insurance and financial professionals must serve as political advocates on behalf of their businesses, clients and communities.
An experience that brought financial professionals and students together shows that the future is in good hands.
Some steps everyone can take to encourage women to pursue careers in the industry and thrive in them.
Finding your community will help you grow as you serve your clients.
The Women’s Impact Community is working toward breaking down the barriers for women in the profession.
The industry must be united in championing the cause of financial security.
What two prohibited transaction exemptions will mean to advisors and clients.
The Internal Revenue Code allows the use of life insurance in a retirement plan if it is incidental to the primary purpose of providing retirement benefits.
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