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December 1, 2025

Planning in the key of life — with Preston Cherry

Preston Cherry specializes in helping members of Generation X live their best financial lives while he teaches the next generation of professionals.

December 1, 2025

Can government ease the LTC crisis?

States are taking the lead in addressing long-term care needs while federal support lags.

December 1, 2025

How agentic AI is rewiring insurance for 2026

Agentic AI, which can autonomously plan, make decisions and carry out tasks, is expected to become prominent in the insurance industry by 2026.

December 1, 2025

Consumers need human advisors – and more of them

Studies show consumers want to work with professionals, while the industry must cultivate the next generation of advisors.

December 1, 2025

One door closes, another door opens

What you need to know about mandatory Roth catch-up contributions.

December 1, 2025

Why age alone shouldn’t rule out annuities in retirement

It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.

December 1, 2025

Looking ahead: 5 touchpoints for 2026

The next 12 months are set to offer new opportunities for agents and advisors — if you’re ready. Here are five touchpoints to keep in mind as you begin to navigate the changing tides of 2026.

December 1, 2025

Trump Savings Accounts could jump-start a wealth-building era

The accounts that begin with a $1,000 seed investment could be a game-changer for families.

December 1, 2025

Regulators defend close relationships with industry

Critics allege conflicts of interest make it nearly impossible for state insurance regulators to objectively write rules.

December 1, 2025

Strong succession planning starts early: A case study

How a multigenerational practice is addressing the issues of succession planning.

December 1, 2025

Life insurance can shield your estate

State estate tax bills can threaten the inheritance of a home, family business or other assets.

December 1, 2025

The missing link in LTC planning

Help your clients change their attitude, behavior and habits in planning for future care.

November 1, 2025

How AI is reshaping the insurance industry

If insurers can get out of their own way, a reactive industry can transform into a proactive partner.

November 1, 2025

Jodie Wallis: The architect behind Manulife’s AI revolution

Manulife’s globally recognized leadership in artificial intelligence is set to expand under the guidance of Jodie Wallis, the newly appointed global chief AI officer…

November 1, 2025

Saving money and relationships — with Clare Dubé

Clare Dubé coaches people in resolving their financial conflicts while teaching financial self-care to those in the helping professions.

November 1, 2025

Annuities are for everyone — With Mike Downing co-president of Athene USA

Annuity sales are skyrocketing, and Mike Downing is on the front lines of those record-busting sales. Downing is co-president of Athene USA and chief operating officer of Athene Holding. He is responsible for the day-to-day operations and is an advocate for unlocking the demand for annuities by improving the customer experience.

November 1, 2025

Fixed annuities give clients more money to spend in retirement

Fixed annuities can maximize retirement income while providing lifetime guarantees.

November 1, 2025

4 key actions to future-proof your practice

Ways to build stronger client relationships and raise retention rates in the coming year.

November 1, 2025

RILAs: Still a teenager and already a leader

It’s difficult to imagine the demand for registered index-linked annuities fading anytime soon.

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