Take advantage of the exploding $800B IRA rollover market
Position yourself as a rollover expert and get in front of the “money in motion.”
InsuranceNewsNet Magazine
Growing together: The power of professional study groups
Building a small village of like-minded professionals takes time.
The intelligence revolution: Insurance in the fourth industrial era
Data and artificial intelligence combine to create the insurance industry’s version of the movie War Games.
The shift toward holistic retirement planning
When it comes to planning for retirement, clients aren’t buying products anymore. They’re buying outcomes.
Looking for retirement flexibility? Annuities are the answer
Different annuity types have different features, but they all share the same basic purpose.
Education is the equalizer between surviving and thriving
Financial literacy introduces the language of money. Financial education teaches people how to use it.
How advisors can guide clients beyond doubt
The real challenge isn’t building the financial plan — it’s believing in it.
State-level trends to watch in 2026
States will focus on budget balancing, taxation and regulatory issues affecting financial professionals.
Beyond stop-loss: Smarter claim strategies for a high-cost era
More employers are turning to stop-loss as a financial buffer against unpredictable and severe medical events.
AI is here, but who will regulate it?
State and federal regulators are heading for a showdown over who will write the rules for AI.
Key person life insurance keeps small businesses afloat
Key person life insurance is an essential, underused safeguard for small business continuity.
Financial professionals can help tomorrow’s retirees achieve financial security
More advisors are putting client investments into annuities, as preretirees seek guaranteed income.
Big, Beautiful Tax Changes
The One Big Beautiful Bill Act makes major temporary tax cuts from 2017 permanent for high earners and businesses, reshaping the relationship between federal taxation and high earners.
Social Security at a Crossroads
The Social Security program faces crucial issues including a projected trust fund shortfall by 2033, an aging population that’s reducing the worker-to-beneficiary ratio and ongoing political gridlock.
Principal vision — With Deanna Strable
Deanna Strable rose from actuarial intern to CEO of Principal Financial Group. Now she’s leading the 145-year-old company into a new era of retirement, benefits and technology-driven growth.
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.
Can government ease the LTC crisis?
States are taking the lead in addressing long-term care needs while federal support lags.
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.
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.
