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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.

September 1, 2024

All in the family — With Stacy Lang Kahan

Stacy Lang Kahan and her daughters are building upon the tradition passed down by her father.

September 1, 2024

Leading a 175-year-old ‘startup’ — With National Life’s Mehran Assadi

National Life Group’s chairman, CEO and president Mehran Assadi made the journey from “geek” to the top of the company, creating what he calls a successful “175-year-old startup” along the way.

September 1, 2024

The human side of retirement: Moving beyond the numbers

The industry must do a better job of preparing consumers for the nonfinancial aspects of retirement.

September 1, 2024

Life insurance must zoom at the speed of Gen Z

Generation Z has the greatest coverage gap. How can advisors help bridge this disconnect?

September 1, 2024

We don’t need Life Insurance Awareness Month

Why this annual campaign is important and how you can use it to reach out to clients and prospects.

September 1, 2024

Is retaining key talent keeping you up at night?

An exclusive benefit for a select group of key employees could discourage them from jumping ship.

September 1, 2024

Applying customer centricity to help close the life insurance gap

Closing the life insurance need gap is a challenge as well as an opportunity.

September 1, 2024

Leveraging LIAM

As September rolls in, we find ourselves at the threshold of Life Insurance Awareness Month, a time dedicated to reinforcing the critical role life insurance plays in the financial stability and well-
being of families across the nation.

September 1, 2024

Why advisors should discuss funeral preplanning with clients

Addressing this issue can close a gap in end-of-life planning.

September 1, 2024

Shifts in the regulatory landscape impact financial professionals

These regulations mark a transformative period for the financial security industry.

September 1, 2024

Steps to achieve a sound voluntary benefits program

Factors to consider in determining whether a benefits program meets the needs of employees.

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