Forget cold calling and free dinners! Advisors are finding novel ways to connect with prospects and turn them into clients.
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Financial professionals are contributing their time and talents, and encouraging their families to join them.
Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?
Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.
Indexed products are leading the way in the life insurance and annuity space. But critics continue to complain about misleading illustrations and complex products. Where do we go from here?
Some agents and financial planners swear by indexed universal life as a versatile product that addresses many issues. Others say it’s a devil in disguise.
Those who work in the life settlement market say it’s a legitimate strategy for many people. However, a new round of stranger-originated life insurance lawsuits is a reminder of the ties between STOLI and life settlements.
Advisors are crucial in helping older clients and their families navigate the challenges of aging.
The younger generations can get caught up in unrealistic investment ideas they find on social media. For advisors, the challenge is to cut through the noise and help them set realistic expectations.
Economic conditions remain ripe for an ongoing annuity sales boom. But the Department of Labor’s new fiduciary rule expansion could be a major disruption.
Aggressive recommendations previously made on indexed universal life were likely to cause disappointment. Where do IUL illustrations stand today?
Advisors get creative in providing the financial literacy message to diverse audiences.
Women need advisors who can help them meet their changing needs as they go through their life stages.
Serve HNW clients by addressing their unique concerns. Advisors who specialize in the HNW market said their ability to be a trusted partner on their clients’ financial journeys.
The Department of Labor is trying for the fourth time to extend fiduciary duty to virtually all annuity sellers. Industry critics are spoiling for a fight. So what’s in this rule?
The SECURE Act and its companion, SECURE 2.0, introduced several changes to retirement saving and associated tax implications for 2024. Likewise, the looming presidential election will have major influence on the direction of tax policy.
For a second year in a row, inflation is expected to negatively impact projected tax rates for 2024.
The robo-advisory market continues to grow, but traditional advisors haven’t been left out in the cold.
Insurers are embracing the potential of artificial intelligence, but regulators are slowly catching up with new rules to guard against discrimination and protect privacy.
Employee benefits are evolving to serve a changing workforce. The old ways of doing business no longer apply in the days of remote work and five generations in the workplace.
