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November 1, 2024

50 years of ERISA: A look back at its roots

Millions of American workers enjoy secure pension funds today thanks to this regulation, which oversees private retirement plans.

November 1, 2024

ICHRAs: A choice for small employers

Individual coverage health reimbursement arrangements represent a sliver of the group health market, but that segment is poised for growth.

November 1, 2024

Navigating the unknown tax terrain

Providing advice on taxes can open new doors for advisors.

October 31, 2024

Insurers, regulators race to harness power of AI

Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.

October 1, 2024

Indexing the market: Driving life, annuity sales

Indexed products are leading the way in the life insurance and annuity space. But critics continue to complain about misleading illustrations and complex products. Where do we go from here?

October 1, 2024

From office helper to wealth firm president — With Elizabeth Dipp Metzger

Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.

October 1, 2024

An incredible ride — With Integrity CEO Bryan Adams

Bryan Adams’ path took him from funeral homes and folding shirts to heading an industry juggernaut, Integrity Marketing Group.

October 1, 2024

What the end of the Chevron deference could mean for insurers

A Supreme Court ruling will make it easier to challenge administrative rules and will have implications for health and property/casualty insurers.

October 1, 2024

What Medicare clients are asking during open enrollment

Clients are concerned about out-of-pocket costs and networks as advisors gear up for a new enrollment season.

October 1, 2024

Emotional intelligence is a sought-after skill for advisors

Advisors must ensure their clients feel that their needs are heard and supported.

October 1, 2024

The role of life insurance in estate and gift tax exemptions

How life insurance can be an alternative to grandfathering the large federal estate and gift tax exemptions.

October 1, 2024

We can help couples find common financial ground

Couples can vary drastically in their approach to money. Financial professionals can coach them to a plan that works for them.

October 1, 2024

Are you ready for the Super Bowl of tax?

Five core tax priorities for 2025 to help more Americans achieve financial security.

October 1, 2024

The evolution of indexed products

The S&P Annual Survey of Assets last year revealed $11 trillion indexed to the S&P 500.

October 1, 2024

The ‘perfect storm’ driving annuity sales momentum

Interest rates, market volatility and a growing demographic are fueling higher demand for annuities.

October 1, 2024

Talking about it: Industry voices on retirement income

In-plan investment options should be something advisors bring to the table for consideration in retirement plans’ investment lineups.

October 1, 2024

Recent court decisions are affecting financial professionals

Financial professionals and their professional associations are turning their attention to the courts as the legal system scrutinizes actions of federal agencies.

September 1, 2024

Big sales,big problems with indexed universal life insurance 

Some agents and financial planners swear by indexed universal life as a versatile product that addresses many issues. Others say it’s a devil in disguise.

September 1, 2024

Life settlements try to shake off STOLI

Those who work in the life settlement market say it’s a legitimate strategy for many people. However, a new round of stranger-originated life insurance lawsuits is a reminder of the ties between STOLI and life settlements.

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