More advisors are putting client investments into annuities, as preretirees seek guaranteed income.
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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.
Preston Cherry specializes in helping members of Generation X live their best financial lives while he teaches the next generation of professionals.
States are taking the lead in addressing long-term care needs while federal support lags.
Agentic AI, which can autonomously plan, make decisions and carry out tasks, is expected to become prominent in the insurance industry by 2026.
Studies show consumers want to work with professionals, while the industry must cultivate the next generation of advisors.
What you need to know about mandatory Roth catch-up contributions.
It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.
The next 12 months are set to offer new opportunities for agents and advisors — if you’re ready. Here are five touchpoints to keep in mind as you begin to navigate the changing tides of 2026.
The accounts that begin with a $1,000 seed investment could be a game-changer for families.
Critics allege conflicts of interest make it nearly impossible for state insurance regulators to objectively write rules.
How a multigenerational practice is addressing the issues of succession planning.
State estate tax bills can threaten the inheritance of a home, family business or other assets.
Help your clients change their attitude, behavior and habits in planning for future care.
If insurers can get out of their own way, a reactive industry can transform into a proactive partner.
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…
Clare Dubé coaches people in resolving their financial conflicts while teaching financial self-care to those in the helping professions.
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.
