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News, trends and helpful peer advice for financial advisors.

Top Stories

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.

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.

More Stories

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.

May 1, 2025

Weathering the storm: Investing with confidence in volatile markets

Help clients tune out the noise and focus on their long-term investment goals.

April 28, 2025
financial literacy

Retired advisor helps others sharpen their financial literacy skills

Money is the one tool we all use, and anyone can sharpen their skills with it. Those are the words that Stephanie Batten lives by as she helps others hone their financial literacy skills.

April 28, 2025
Image showing a tax form with the CFP Board logo overlaying it. 2025-tax-changes-could-upend-retirement-and-legacy-plans-CFP-Board-survey-finds.

Retirement plans could be hit by expiring tax cuts, survey finds

CFP professionals are warning expiring tax cuts could pose significant risks to their clients’ financial goals.

Guardian releases The 2024 Guardian Annual and record-breaking financial results

April 24, 2025

–The Guardian Life Insurance Company of America ® today reported strong financial results in The 2024 Guardian Annual, continuing to build on its legacy of financial strength and delivering consistent growth for policyholders through a robust business strategy and disciplined risk management. Record operating income: Driven by robust investment…

Worker retirement confidence unchanged, retirees more optimistic

April 24, 2025

A new report published today from the 35th annual Retirement Confidence Survey finds Americans reporting a positive outlook for retirement with 67% of workers and 78% of retirees confident they will have enough money to live comfortably throughout retirement.

April 23, 2025
Investor looking unhappy with her financial advice. Study: Only 40% of Americans satisfied with their financial advice.

TIAA, MIT Age Lab ask if investors are happy with financial advice

A new TIAA Institute study in collaboration with MIT AgeLab asks respondents if they are satisfied with the financial advice they receive.

Youth sports cause parents financial strain

April 23, 2025

New York Life’s latest Wealth Watch survey finds that youth sports have significant financial implications for American families.

Americans fear running out of money more than death

April 22, 2025

Nearly two in three Americans (64%) worry more about running out of money than death, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement, part of Allianz Life.

Caregiving affects ‘sandwich generation’s’ retirement plans

April 22, 2025

Although the sandwich generation’s average age of expected retirement is 65, only 24% of respondents have a written retirement plan and 30% indicate they are concerned about having to rely on their children for financial support in retirement.

April 22, 2025

Why financial consciousness is the key to long-term clarity

Financial consciousness is a shift from reactive behavior to proactive ownership.

April 18, 2025
Image of an agent talking about long-term care. Selling-long-term-care-insurance-in-a-group-setting

Selling long-term-care insurance in a group setting

Two experienced financial professionals discuss what it takes to successfully sell LTCI in a workplace or group setting.

April 16, 2025
Illustration of a terrified agent clutching a phone as he makes a call to a prospect. Overcoming-the-fear-of-calling-prospects.

How to overcome the fear of calling prospects

Cold-calling prospects is not a task for the faint-hearted. It requires a positive mindset, accepting rejection, and perseverance.

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  • DOJ joins lawsuit against major carriers alleging Medicare kickback scheme
  • Why Social Security alone isn’t enough — Is Tony Robbins’ warning still relevant?
  • Family says dementia victim was improperly sold annuities
  • Making the most of Disability Insurance Awareness Month
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