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April 1, 2025

More than luck — with Kevin Tostado

Kevin Tostado uses his skills developed as an Emmy-winning filmmaker to help clients achieve their financial dreams.

April 1, 2025

Premium financing: A two-edged sword?

In the right hands, premium financing is a powerful tool; misused, it’s led to dozens of major lawsuits and financial losses.

April 1, 2025

Hitting the accelerator on annuities — With Jackson National’s Alison Reed

From her start as an intern to heading product development, Alison Reed discusses her unique career at Jackson National Life, and how she is helping to accelerate the future of annuities.

April 1, 2025

Some offbeat ways to meet high net worth prospects

In conjunction with this month’s feature on serving the high net worth market, I’ve assembled some interesting and offbeat ways to meet HNW prospects, all taken from articles published on InsuranceNewsNet.com.

April 1, 2025

Why expanding access to financial planning is crucial

We must be willing to explore adding additional compensation models to increase financial planning’s accessibility and the peace of mind it provides.

April 1, 2025

State advocacy in 2025: Navigating new challenges and opportunities

With the presidential and congressional elections out of the way, it’s time to look at state legislative and regulatory activity that impacts the financial services profession.

April 1, 2025

Do your clients know about IRMAA?

Make sure that a surprise doesn’t derail your client’s retirement plan.

April 1, 2025

The three components of financial wellness

These components make up the framework for helping your clients achieve their goals.

April 1, 2025

Conquering self-sabotage and shushing negative self-talk

The mental shift that creates a foundation for growth and success.

April 1, 2025

Choosing the scenic route: Why diversification matters

You’ll find opportunities to explore new paths through internal diversification of annuities.

April 1, 2025

The power of ‘no’: Turning passive enrollment into active decisions

A surprising strategy to maximize employee benefit enrollment.

April 1, 2025

How partnering with a CPA firm boosted my life insurance practice

Matching the right advisor to the right accounting firm can be challenging, but worth it.

March 1, 2025

Prospecting: Beyond the steak dinner

Forget cold calling and free dinners! Advisors are finding novel ways to connect with prospects and turn them into clients.

March 1, 2025

Is the ‘Age Wave’ a retirement tsunami? — With Ken Dychtwald

‘Age Wave’ think tank founder Ken Dychtwald discusses the implications of aging, health and financial wellness

March 1, 2025

The science of security — with Bronwyn Martin

Bronwyn Martin brings the analytical skills she learned in the scientific field to provide advice to ‘the millionaires next door.’

March 1, 2025

Whatever happened to DEI?

Diversity, equity and inclusion programs face backlash as many companies eliminate or revamp them.

March 1, 2025

Key person insurance: A vital tool for startups

Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.

March 1, 2025

How the industry can help more women achieve financial security

The life insurance gap for women represents an opportunity for advisors.

March 1, 2025

Long-term care: A paradigm shift in financial planning

Planning for LTC is planning for a client’s peace of mind.

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