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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.

November 1, 2025

Will we need AI to monitor AI?

As we look at technology in this month’s issue, artificial intelligence jumps out as the trend that continues to receive the most buzz in the insurance industry.

November 1, 2025

AI won’t save your leadership: It will expose it

Artificial intelligence is not the magic shortcut to effectiveness.

November 1, 2025

How life insurance closes the financial confidence gap

Life insurance builds security amid consumers’ financial concerns.

November 1, 2025

The insurance industry is at ground zero in a perfect storm

For financial professionals, there has never been a better time to prepare for the Great Wealth Transfer and the increasing need for long-term care.

November 1, 2025

The Care Gap: Medicare and insurance won’t cover this

How to help clients prepare for the financial, emotional and logistical realities of long-term care.

November 1, 2025

2026 midterms: What’s in play and why it matters

Three elections that will shape control of the U.S. Senate.

October 1, 2025

Indexed Life & Annuities: Unlocking Opportunity

Indexed life insurance and annuities are some of the best-selling products on the market. That isn’t likely to change, despite some headwinds in the forecast.

October 1, 2025

Demystifying the index marketplace — With Sheryl Moore

When carriers want feedback on a new product, they turn to Sheryl Moore, CEO of Wink Inc. Moore is obsessed with everything concerning indexed life and annuity products and believes agents and advisors should think in simpler terms about these life-changing products.

October 1, 2025

Medicare’s best-kept secret: The licensed agent

The Medicare system is complex, and many consumers rely on an agent’s expertise to navigate it.

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