Vanishing commissions and complicated rules make it challenging for advisors to survive in this market. Here’s how they continue to serve clients amid a changing environment.
Read more
John Terry earned black belts in five different martial arts systems. But he said earning the black belt is about more than kicking and punching; it’s a lifestyle in which you try to live each day by doing better than you did the day before.
Philmon Lee grew up tagging along as his father made music. Now he is making his own musical dreams come true, thanks to a recent run on “American Idol.”
The implications for benefits brokers are immediate and significant.
An NAIC working group is at the beginning of what promises to be a very long process to rein in illustrations.
Aligning every team member’s role with revenue goals drives agency growth and retention.
A power shift is transforming the way products are distributed and the way consumers seek help.
Insurers are increasingly choosing to build their own artificial intelligence solutions instead of buying someone else’s.
A term policy’s expiration is an opportunity for a deeper discussion of client goals.
Bridging the gap between retiring and new financial planners fosters professional growth and successful transitions.
How technology helps carriers prevent claims before they happen.
Medicare Advantage didn’t exist back in the days of the wild, wild West. But agents and those who represent them often refer to that era when describing the environment in which they work today.
What is happening at the state level is no longer background noise for the financial security profession.
Cognitive decline can undermine a client’s retirement plan, and advisors must not be afraid to discuss that risk
Trump Accounts provide an opening for financial advisors to engage families in building financial security.
We continue to see a disconnect between what annuities can do and how advisors sometimes use them.
Evolving regulations and AI-driven technology are colliding with major industry consolidation to fundamentally reshape the annuity landscape. These powerful shifts are transforming everything from product design to the way consumers experience retirement security.
Industry veteran Mark Zesbaugh, CEO of Revol One Financial, transitioned from a record-breaking early career in finance to building a modern, tech-forward insurance platform from the ground up.
Cheryl D. George is on a mission to protect her clients, serve her community and spread love to the other side of the world.
Help clients access long-term care while preserving as much of their financial legacy as possible.
