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June 1, 2025

Are annuities at a crossroads?

The annuity industry has experienced a remarkable surge over the past three years, driven by rising interest rates, demographic shifts and increased demand for income security.

June 1, 2025

Opportunities among emerging affluent investors

Reaching individuals aged 25-45 who are on track to become affluent later in their lives.

June 1, 2025

Social Security Fairness Act is an opportunity for professional advice

This change in Social Security regulations will impact clients who will see their benefits increase.

June 1, 2025

The role of life insurance in disaster preparedness

Life insurance can provide comfort and financial stability after an unpredictable event.

June 1, 2025

The rise of women in financial services: From trailblazing to transformation

Women are a force across every level of this profession. But the journey isn’t over.

June 1, 2025

Empowering women to take charge of their wealth

Transparency and education are the keys to building trust with female clients.

June 1, 2025

Key considerations when designing a retirement plan

Because no two business owners are alike, what will work in one employer’s retirement plan offering may not work for another’s.

June 1, 2025

Corporate tax laws can impact Main Street consumers

Why Congress cannot limit the C-SALT deduction.

June 1, 2025

The power of social proof in scaling your practice

Leveraging customer reviews and testimonials to build credibility and trust with prospects.

June 1, 2025

5 trends shaping the benefits landscape for small and midsize businesses

Cost containment, customer experience and increased choice are top of mind for clients.

June 1, 2025

Live from LIMRA: Life insurance execs ponder ways to boost sales to meet need

In a time of transition, life insurance and annuity sales are thriving. But there are many issues to tackle and disruptions at play. These all were topics of discussion at the recent LIMRA Life and Retirement Conference.

May 4, 2025

Annuities: Unlocking the tech advantage — With SILAC’s Dan Acker

Building on SILAC’s annuity success, President and Chief Marketing Officer Dan Acker sees technology as the key to unlocking future growth.

May 1, 2025

Help women become the CFOs of their own lives

Advisors turn their attention to helping younger women form good financial habits and protect what’s important to them.

May 1, 2025

When life takes an unexpected turn: Financial resilience in action

Resilience is nothing short of a superpower, and it is one that Finseca is dedicated to conferring on every American.

May 1, 2025

Medicare: An important piece of the financial planning puzzle

A lifetime of financial planning can be undone by one bad diagnosis.

May 1, 2025

The opportunity in the Canadian life market

he Canadian individual life insurance market is shifting toward larger policy sizes and higher premiums.

May 1, 2025

How health care costs change the face of women’s planning

Rising health care costs and unpaid caregiving responsibilities impact women’s retirement security.

May 1, 2025

Overcoming ‘I need to think about it’

The four most common objections to buying life insurance

May 1, 2025

The six golden rules of client scheduling

Ways to ensure a steady flow of opportunities while nurturing your client base.

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