Anatomy of an FIA: 6 benefits to investors
Fixed indexed annuities may be confusing to clients, but advisors can guide clients to making the right choice for their needs and goals.
InsuranceNewsNet Magazine
Building sustainable wealth for high net worth clients
Help high net worth clients use life insurance for tax mitigation.
Benefits of estate planning with life insurance for seniors
Life insurance can serve as a valuable part of a retirement plan, beyond paying a death benefit.
When advising young investors, it’s all about ‘cutting through the noise’
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.
Shooting for the stars — with AuguStar Retirement’s Clifford Jack
Less than 18 months after taking the helm of AuguStar Reitrement, President and CEO Clifford Jack touts the firm’s success … as well as the unlimited upside he sees going forward.
Playing the long game — With athlete-turned-advisor Ronnie Kaymore
Ronnie Kaymore traded in the football field for an agent’s license. He helps dozens of NFL and NBA athletes plan their financial futures.
Financial services for the next gen
Financial advisors are at a crossroads. The industry is evolving rapidly, driven by technological innovation and changing consumer behaviors.
Should you recommend a CLAT or a reversionary CLAT in wealth planning?
Exploring the choice between charitable lead annuity trusts and reversionary charitable lead annuity trusts.
Empowering women in the financial security profession
The Women’s Impact Community is working toward breaking down the barriers for women in the profession.
RILAs take off as consumers look for balance, protection
Product innovation and new market entrants suggest the RILA market still has significant growth potential.
Protecting clients amid the ‘triple threat’ in LTC services
The insurance sector must foster innovation that will ignite behavioral and buying changes in long-term care solutions.
Financial freedom is worth protecting
Insurance and financial professionals must serve as political advocates on behalf of their businesses, clients and communities.
Turn your biggest critics into advocates
Find the right tools to better evaluate the client experience.
When your client wants to borrow from their life insurance
There are benefits and drawbacks to borrowing from a cash value policy.
We must do better to support women in financial services
Some steps everyone can take to encourage women to pursue careers in the industry and thrive in them.
Retirement success? Plan for a marathon — not an extended vacation
The nonfinancial aspects of retirement are often overlooked when planning for a client’s post-working years. Here’s how to help clients have a more complete vision of their lives after employment.
Annuities selling strong, but for how long?
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.
Building a bridge — With Deshawn Peterson
Deshawn Peterson is helping build a bridge for the next generation of financial advisors while he works to help investment advisors build their own practices.
Would you rather purchase items retail or wholesale?
An analysis of the benefits of paying life insurance premiums through your qualified plan.
