How AI is reshaping the insurance industry
Rayne Morgan
November 1, 2025
If insurers can get out of their own way, a reactive industry can transform into a proactive partner.
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Indexed Life & Annuities: Unlocking Opportunity
John Hilton
October 1, 2025
Indexed life insurance and annuities are some of the best-selling products on the market. That isn’t likely to change, despite some headwinds in the forecast.
My Best Day in Life Insurance
John Hilton
September 1, 2025
Behind every policy is a story. Agents reflect on the life-changing moments that define why they do what they do — and why life insurance matters more than ever.
Senior selling: Smooth sailing or turbulent storm?
Susan Rupe
July 1, 2025
Is the Medicare market settling down or stirring up? Brokers await the annual enrollment period.
Annuities are for everyone — With Mike Downing co-president of Athene USA
Paul Feldman
November 1, 2025
Annuity sales are skyrocketing, and Mike Downing is on the front lines of those record-busting sales. Downing is co-president of Athene USA and chief operating officer of Athene Holding. He is responsible for the day-to-day operations and is an advocate for unlocking the demand for annuities by improving the customer experience.
Demystifying the index marketplace — With Sheryl Moore
Paul Feldman
October 1, 2025
When carriers want feedback on a new product, they turn to Sheryl Moore, CEO of Wink Inc. Moore is obsessed with everything concerning indexed life and annuity products and believes agents and advisors should think in simpler terms about these life-changing products.
The best of both worlds: Career and independent agents — With MassMutual’s Paul LaPiana
Paul Feldman
September 1, 2025
MassMutual’s Paul LaPiana on blending career and independent channels while staying true to core offerings.
An ‘agents first’ philosophy for growth — With Pan‑American Life’s José Suquet
Paul Feldman
July 1, 2025
Chairman of the Board and CEO of Pan‑American Life Insurance Group José Suquet said that starting his career as an agent with the company “was the best decision I could have ever made.”
Saving money and relationships — with Clare Dubé
Susan Rupe
November 1, 2025
Clare Dubé coaches people in resolving their financial conflicts while teaching financial self-care to those in the helping professions.
The GOAT of advice — with Alyson Burkett
Susan Rupe
October 1, 2025
Alyson Burkett was inspired by a familiar creature to found a practice based on providing advice in a nonthreatening atmosphere.
Fiscal fitness — with Jeff Smith and Jennifer Scherer
Susan Rupe
September 1, 2025
Jeff Smith and Jennifer Scherer joined forces to educate clients and the public about financial and physical wellness.
From football to finance: ‘A noble career’ — with Padric Scott
John Hilton
June 1, 2025
Padric Scott always planned to become a doctor. Then he got curious about money, finance and investing.
Jodie Wallis: The architect behind Manulife’s AI revolution
Rayne Morgan
November 1, 2025
Manulife’s globally recognized leadership in artificial intelligence is set to expand under the guidance of Jodie Wallis, the newly appointed global chief AI officer…
The Fed rate debate: How insurers cope with interest rates
John Hilton
October 1, 2025
Interest rates are (likely) on the move. Any movement in rates has a corresponding impact on both life insurers and policyholders.
What’s next for the Federal Insurance Office?
Doug Bailey
September 1, 2025
Why the FIO continues to face calls for its abolition.
Treating financial wellness
John Hilton
July 1, 2025
LIMRA research finds financial wellness down from two years ago, with younger and minority demographics feeling less secure. How can advisors help clients feel better about their financial futures?
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How life insurance closes the financial confidence gap
Ramon Cassanova
November 1, 2025
Life insurance builds security amid consumers’ financial concerns.
Surprise your clients – with life insurance!
Eric Tarnow
October 1, 2025
Clients and prospects may not know how powerful life insurance products can be.
How life insurance funds executive benefit plans
Milorad Markovic
September 1, 2025
The executive benefits marketplace is a $42 billion market and one of the fastest-growing segments in the industry.
Buy-sell agreements and life insurance
Bracknell and Caleb Baker
July 1, 2025
Life insurance can secure business transitions and build future confidence.
Fixed annuities give clients more money to spend in retirement
Kourtney Gibson and Colbert Narcisse
November 1, 2025
Fixed annuities can maximize retirement income while providing lifetime guarantees.
Don’t let annuity ‘myths’ block their adoption
Timothy Pitney
October 1, 2025
More employers are interested in including annuities in their defined contribution plan, but misunderstandings abound.
Annuities & Life Insurance: From ‘live on’ to ‘leave on’
Paul Garofoli
September 1, 2025
How an annuity death benefit rider can strengthen legacy planning.
Is the best rate always the best deal?
Drew Gurley
July 1, 2025
Slow down the conversation and translate those numbers into real outcomes.
The Care Gap: Medicare and insurance won’t cover this
Paul Feldman
November 1, 2025
How to help clients prepare for the financial, emotional and logistical realities of long-term care.
How to overcome long-term care talk avoidance
Don Connelly
October 1, 2025
Clients tend to put off planning for their future LTC. Here is how to overcome their reluctance to discuss care needs.
The silent threat of disability to ultrasuccessful clients
Sean McNiff
September 1, 2025
Why protecting clients from the risk of a disability event can save their organizations.
What Medicare beneficiaries really want in AEP
Kris Schneider
July 1, 2025
Medicare beneficiaries find the annual enrollment period to be overwhelming and time-consuming.
AI won’t save your leadership: It will expose it
Casey Cunningham
November 1, 2025
Artificial intelligence is not the magic shortcut to effectiveness.
Building trust through the power of storytelling
Steve Plewes
October 1, 2025
Grow your community and increase your clients’ trust by sharing who you are.
The Pied Piper Principle: Why the best leaders attract the best talent
Casey Cunningham
September 1, 2025
Attitude makes all the difference in attracting people to follow you.
What high-performing advisors are doing differently in 2025
Faheem Shakeel
July 1, 2025
Top advisors are maximizing their use of technology and helping clients anticipate risk.
RILAs: Still a teenager and already a leader
Roger Aucoin
November 1, 2025
It’s difficult to imagine the demand for registered index-linked annuities fading anytime soon.
What’s ahead for workplace distribution
Mary Trecek
October 1, 2025
Carriers continue to view brokers as the dominant distribution channel in the industry.
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.
Reframing life insurance to connect with Gen Z
Amanda Cassar
July 1, 2025
This youngest generation of adults is ready to get serious about life insurance.
The insurance industry is at ground zero in a perfect storm
Ronald R. Hagelman
November 1, 2025
For financial professionals, there has never been a better time to prepare for the Great Wealth Transfer and the increasing need for long-term care.
Medicare’s best-kept secret: The licensed agent
Carroll Golden
October 1, 2025
The Medicare system is complex, and many consumers rely on an agent’s expertise to navigate it.
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.
2026 midterms: What’s in play and why it matters
Jennifer Fox
November 1, 2025
Three elections that will shape control of the U.S. Senate.
What H.R. 1 means for tax policy
Alex Kim
October 1, 2025
The “big beautiful bill” makes some significant changes for businesses and individuals.
Retaining top talent – a short-term arrangement?
Ernest Guerriero
September 1, 2025
A retention bonus plan can reward top performers while building a loyal workforce.
Key considerations when designing a retirement plan
Ernest Guerriero
June 1, 2025
Because no two business owners are alike, what will work in one employer’s retirement plan offering may not work for another’s.
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