February 10, 2026 The insurance industry must embrace change like never before Our industry must adapt to the changing lifestyles and needs of younger consumers
February 9, 2026 5 risk mitigation strategies for HNW clients Mitigation is one way to reduce risk exposure.
February 6, 2026 Why aligning wealth and protection strategies will define 2026 planning When Congress passed the One Big Beautiful Bill Act (OBBB) in July, it promised stability.
February 5, 2026 More shopping, less switching and a new kind of buyer While an expectation of a mass switching frenzy in the year ahead seems logical, the most relevant data says otherwise.
February 4, 2026 Indexing the industry for IULs and annuities Clients are terrified of doing everything “right” and still running out of money.
February 4, 2026 AI in life and health: Poised for a 2026 breakthrough? With compelling use cases emerging across the life and health sector, the age of artificial intelligence is here.
February 2, 2026 Three things winning firms are doing to recruit advisors The competition for experienced advisors is brutal.
January 30, 2026 Winter Storm Fern signals a new reality for home insurance Extreme weather is no longer an occasional disruption.
January 29, 2026 The case for smarter risk management After several years of disruption, the insurance market shows signs of stabilization.
January 20, 2026 What will 2026 bring to the life/annuity markets? Last year proved to be a strong year in both the individual life and annuity markets. What will 2026 bring?
January 19, 2026 America’s ‘confidence recession’ in retirement Why advisors are more important than ever in helping Americans plan for retirement.
January 12, 2026 Tax implications under the One Big Beautiful Bill Act Few pieces of legislation have sparked as much discussion as the One Big Beautiful Bill Act.
January 6, 2026 Mitigating recession-based client anxiety Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one.
January 5, 2026 Is home insurance the new housing crisis? In today’s housing market, the ongoing rise in home insurance costs has introduced a new factor to the affordability equation.
January 2, 2026 OBBBA and New Year’s resolutions The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.
December 31, 2025 Brokers can’t ignore these three shifts heading into 2026 Three key trends are expected to play a significant role in shaping the benefits landscape in 2026.
December 30, 2025 Structuring a successful insurance company sale The successful sale of an insurance business starts with a strong valuation.
December 29, 2025 Implications of in-service rollovers on in-plan income adoption In-service rollovers currently provide active employees with the ability to move funds from a defined contribution plan into an individual retirement account without needing to leave their current employment.
December 26, 2025 Maximize health insurance benefits before year’s end Your health insurance plan likely includes other covered benefits and services you’re likely not aware of.