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Vanishing commissions and complicated rules make it challenging for advisors to survive in this market. Here’s how they continue to serve clients amid a changing environment.
Evolving regulations and AI-driven technology are colliding with major industry consolidation to fundamentally reshape the annuity landscape. These powerful shifts are transforming everything from product design to the way consumers experience retirement security.
Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?
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?
John Terry earned black belts in five different martial arts systems. But he said earning the black belt is about more than kicking and punching; it’s a lifestyle in which you try to live each day by doing better than you did the day before.
Industry veteran Mark Zesbaugh, CEO of Revol One Financial, transitioned from a record-breaking early career in finance to building a modern, tech-forward insurance platform from the ground up.
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.
In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.
Philmon Lee grew up tagging along as his father made music. Now he is making his own musical dreams come true, thanks to a recent run on “American Idol.”
Cheryl D. George is on a mission to protect her clients, serve her community and spread love to the other side of the world.
Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
How technology helps carriers prevent claims before they happen.
The U.S. is facing a demographic shift that could lead to a retirement crisis — and an opportunity for the industry.
Does it still exist in 2026, and how are women breaking through it?
A fictional tale about the Three Little Pigs — and their AI use cases.
A term policy’s expiration is an opportunity for a deeper discussion of client goals.
The persistent myths that can complicate life insurance underwriting and derail otherwise solid cases.
Reviewing a client’s options when their term life expires.
Not all indexes are created equal, and not all of them are easy to understand.
An NAIC working group is at the beginning of what promises to be a very long process to rein in illustrations.
We continue to see a disconnect between what annuities can do and how advisors sometimes use them.
Help clients access long-term care while preserving as much of their financial legacy as possible.
Annuities allow small-business owners to convert accumulated assets into guaranteed lifetime income.
The implications for benefits brokers are immediate and significant.
Employees struggle to manage their HSAs and are frustrated with their HSA experiences.
Why workplace benefits must support women by focusing on preventive care, hormonal health literacy and midlife support.
Clients may know about buy-sell agreements but not about buy-sell disability solutions.
Aligning every team member’s role with revenue goals drives agency growth and retention.
Insurers are increasingly choosing to build their own artificial intelligence solutions instead of buying someone else’s.
Artificial intelligence makes reviews even more influential because modern search systems do more than display them. They analyze them.
Changes to the ad market and the lower costs needed to produce an ad today make TV a viable way for agents to promote themselves.
A power shift is transforming the way products are distributed and the way consumers seek help.
Guaranteed income can help retirees manage health-related risk.
Help shift the discussion from crisis-driven to intentional.
The real challenge isn’t building the financial plan — it’s believing in it.
Trump Accounts provide an opening for financial advisors to engage families in building financial security.
When geopolitical events lead to market volatility, investors seek security.
Bridging the gap between retiring and new financial planners fosters professional growth and successful transitions.
Financial planning is one of the ultimate human-centric professions.
What is happening at the state level is no longer background noise for the financial security profession.
Why every financial security professional needs a policy playbook.
Cash balance plans are powerful, but volatility can drive unpredictable contributions.
What you need to know about mandatory Roth catch-up contributions.
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