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News, trends and helpful peer advice for financial advisors.

Top Stories

19 hours ago
Image shows the 5-minute finance logo
Insurance riders can solve a lot of issues for clients.

How insurance riders maximize coverage without breaking budgets

When evaluating different risk management options, insurance riders that offer additional benefits have become increasingly popular.

May 23, 2025
Illustration showing comsumers looking thoughtful with a thought balloon that says "Long-term care." What-do-consumers-think-about-the-need-for-long-term-care.

What do consumers think about the need for long-term care?

We often read about consumers’ need for long-term care,  but what do consumers think about the need for such protection?

May 22, 2025
Illustration of a young investor with a blindfold on. A-blind-spot-for-younger-Americans--Prioritizing-investing-over-insurance.

A blind spot for younger Americans: Prioritizing investing over insurance

The majority of young Americans are placing too much emphasis on building wealth without dedicating enough to protecting those assets.

More Stories

19 hours ago
Image shows the 5-minute finance logo
Insurance riders can solve a lot of issues for clients.

How insurance riders maximize coverage without breaking budgets

When evaluating different risk management options, insurance riders that offer additional benefits have become increasingly popular.

May 23, 2025
Illustration showing comsumers looking thoughtful with a thought balloon that says "Long-term care." What-do-consumers-think-about-the-need-for-long-term-care.

What do consumers think about the need for long-term care?

We often read about consumers’ need for long-term care,  but what do consumers think about the need for such protection?

May 22, 2025
Illustration of a young investor with a blindfold on. A-blind-spot-for-younger-Americans--Prioritizing-investing-over-insurance.

A blind spot for younger Americans: Prioritizing investing over insurance

The majority of young Americans are placing too much emphasis on building wealth without dedicating enough to protecting those assets.

No Taxes For Guys Named Joe: Trump’s Overtime Tax Exemption – OpEd

May 22, 2025

No one ever accused Donald Trump of knowing much about the economy. That fact comes through loud and clear in his tax cut proposals. These were exempting tips, Social Security, and overtime pay from taxes, and also making the interest on auto loans tax deductible.

Thrivent to add nearly 600 advisors by year-end

May 21, 2025

Thrivent plans to hire nearly 600 new financial advisors in 2025 for a range of roles across multiple advisory models – from employee to independent – with an emphasis on strengthening and expanding advisor teams.

Guardian report finds Americans’ financial health at a 14-year low

May 19, 2025

For the first time, retirement-related challenges topped the list of financial concerns keeping Americans up at night.

May 19, 2025
Image of a senior couple with a row of arrows showining a fork in the road, and a decision to be made. Retirement-confidence-and-the-great-decide.

Retirement confidence and ‘the great decide’

Americans are on the precipice of huge financial choices as they prepare for retirement – a phenomenon described as “the great decide.”

Workers want employers to offer lifetime income in 401(k) plans

May 19, 2025

Almost all workers saving in 401(k) plans (93%) say it is important for their retirement plans to provide options for converting savings into guaranteed monthly retirement income that never runs out, while 87% think employers have a responsibility to help employees achieve retirement income security.

May 15, 2025
Image showing a lonely older person walking alone. How-to-make-facing-retirement-alone-less-stressful.

How to make facing retirement alone less stressful

Millions of single Americans will face retirement without a partner, adding financial strain to this significant life transition.

May 15, 2025
Illustration showing a boat sailing along down a downward slope. GDP-growth-slowing-but-no-recession-in-sight

GDP growth slowing but no recession in sight

The Conference Board said this week that the 1.6% projected GDP growth rate is up slightly from the 1.2% growth rate the board predicted in April – when President Donald Trump first announced a broad set of tariffs on trading partners

May 14, 2025
Image of Gen Z investores with the word "Retirement" visible. Generation-Z-getting-serious-about-finances.

Gen Z getting serious about finances

Generation Z is beginning to make its mark on the world, and they are proving to be the most serious generation when it comes to finances.

Republicans propose paring Medicaid coverage, but steer clear of deeper cuts

May 12, 2025

The proposal, which is one piece of a sweeping bill to enact President Trump's domestic agenda, including large tax cuts and increased military spending, omits the structural changes to Medicaid that ultraconservative Republicans have demanded. Republicans have toiled to assemble a number of cuts large enough to meet that goal, which fiscal hawks have…

May 7, 2025
Image shows the Brookfield logo
Brookfield reported strong first-quarter earnings Tuesday.

Brookfield Asset Management touts big first-quarter fundraising

As private equity giants jockey for assets, Brookfield Asset Management staked its claim with a powerful first-quarter performance.

May 7, 2025
Illustration of a symbols representing disability insurance. Making-the-most-of-Disability-Insurance-Awareness-Month.

Making the most of Disability Insurance Awareness Month

May is Disability Insurance Awareness Month, time for agents and advisors to raise awareness about the importance of income protection.

Guardian enhances Guardian MarketPerform®, expanding access to New York and adding more customizations

May 7, 2025

–The Guardian Life Insurance Company of America ® has announced that Guardian MarketPerform ®, its Registered Index-Linked Annuity, is now available in New York. First launched nationwide in 2024, Guardian is also introducing additional investment customization options to Guardian MarketPerform. Guardian MarketPerform is a long-term, tax-deferred…

May 7, 2025
Image shows money and several insurance company logos.
The family of the late Jay Jacobson says several insurers improperly sold him annuities.

Family says dementia victim was improperly sold annuities

The defendants sold Jay Jacobson $2 million worth of annuities from 2019 and 2023, Joan Jacobson said, with no death benefits.

Majority of Americans say, ‘Seek financial advice before age 40’

May 6, 2025

The majority (55%) of Americans believe that to achieve long-term financial security, it is “highly important” or “critical” to get professional financial advice between the ages of 25 and 39. 

May 6, 2025
Image of Tony Robbins' book "Money: Master the Game" atop a pile of Social Security cars and money.
We look back on Tony Robbins' seminal book, "Money: Master the Game," to see if his thoughts on Social Security still hold up today.

Why Social Security alone isn’t enough — Is Tony Robbins’ warning still relevant?

InsuranceNewsNet looks back on Tony Robbins’ book, “Money: Master the Game,” to see if his thoughts on Social Security still apply.

Boomerang kids threaten parents’ retirement

May 1, 2025

Economic pressures continue to force young adults back home, according to Thrivent’s fourth annual Boomerang Kids Survey.

May 1, 2025

Women and wealth: The opportunity for advisors

Significant financial tailwinds are driving the conversation around women and wealth.

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