Life insurance sales are expected to level off, while interest in annuities will be greater than ever.
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Consumer behavior shifts and technological advances will drive product innovation in the coming year.
CEO Ed Massaro guides Knighthead Life confidently into the U.S. annuity market with fresh tech, clean balance sheets and a long-term commitment to advisors.
Lonniece McDonald wants to expose more people of color to the financial profession while helping students and underserved communities improve their financial literacy skills.
Poor understanding of benefits presents several challenges to employers.
Position yourself as a rollover expert and get in front of the “money in motion.”
Building a small village of like-minded professionals takes time.
Data and artificial intelligence combine to create the insurance industry’s version of the movie War Games.
When it comes to planning for retirement, clients aren’t buying products anymore. They’re buying outcomes.
Different annuity types have different features, but they all share the same basic purpose.
Financial literacy introduces the language of money. Financial education teaches people how to use it.
The real challenge isn’t building the financial plan — it’s believing in it.
States will focus on budget balancing, taxation and regulatory issues affecting financial professionals.
More employers are turning to stop-loss as a financial buffer against unpredictable and severe medical events.
State and federal regulators are heading for a showdown over who will write the rules for AI.
Key person life insurance is an essential, underused safeguard for small business continuity.
More advisors are putting client investments into annuities, as preretirees seek guaranteed income.
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.
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.
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.
