We are in the midst of “the great wealth transfer,” in which an estimated $54 trillion is expected to pass on to widows. Of that amount, $40 billion or more will go to widows who are baby boomers and older. That’s according to research from Cerulli Associates.
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Subfreezing temperatures, uncertainty about travel conditions and a general reluctance to venture outdoors made many of us hunker down and put life on hold until things began to thaw. But then April comes along — and everything explodes.
Prospecting and sales can feel like running on a treadmill that never quite slows down.
When it comes to planning for retirement, clients aren’t buying products anymore. They’re buying outcomes.
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.
As we look at technology in this month’s issue, artificial intelligence jumps out as the trend that continues to receive the most buzz in the insurance industry.
Indexed universal life and indexed annuities have always been innovating and advancing, morphing with markets, regulation and technology.
There are a couple of givens when it comes to life insurance: nearly everybody needs it, and not nearly enough people have it.
The landscape for selling health care to seniors, particularly Medicare Advantage plans, is experiencing substantial changes, forcing financial advisors and insurance agents to reconsider their strategies and approach during Medicare’s annual enrollment period.
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.
The landscape of wealth management is undergoing an enormous transformation, driven by the “great wealth transfer.”
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.
The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients.
To better meet the evolving demands of the industry and optimize our resources, InsuranceNewsNet Magazine will transition from 12 monthly issues to 10.
With 2024 having been buffeted by inflation, catastrophic weather, market volatility, the advent of artificial intelligence and the lackluster performance of insurtech startups, where is the industry headed in 2025?
Despite its relatively recent appearance on the scene, artificial intelligence has become one of the most transformative technologies of the 21st century.
The S&P Annual Survey of Assets last year revealed $11 trillion indexed to the S&P 500.
As September rolls in, we find ourselves at the threshold of Life Insurance Awareness Month, a time dedicated to reinforcing the critical role life insurance plays in the financial stability and well-
being of families across the nation.
As the financial landscape continues to evolve, so does the perspective of seniors approaching retirement. To provide the most relevant and effective guidance, advisors and agents must stay abreast of these shifting attitudes
Financial advisors are at a crossroads. The industry is evolving rapidly, driven by technological innovation and changing consumer behaviors.
