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April 1, 2024

Everyone needs financial literacy education

Advisors get creative in providing the financial literacy message to diverse audiences.

April 1, 2024

The need for speed — With Sammons CEO Esfand Dinshaw

Sammons Chairman and CEO Esfand Dinshaw sees “instant” underwriting decisions as the key to increasing life insurance sales — and AI as the key to achieving that immediacy.

April 1, 2024
Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.

It started with a book — With Mike Paffhausen

Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.

April 1, 2024

Who will speak for our clients on Capitol Hill?

No one can tell the story of what consumers need better than financial professionals can

April 1, 2024

Digital transformation: How tech is shaping the life insurance landscape

Underwriting is experiencing a transformation while digital point-of-sale platforms are streamlining the purchasing process like never before.

April 1, 2024

Embracing community as a cornerstone of your financial services journey

Finding your community will help you grow as you serve your clients.

April 1, 2024

LTC planning’s power lies in relationships, not revenue

Shifting toward early long-term care planning strengthens client relationships, reflecting evolving perspectives on care and financial well-being.

April 1, 2024

Intermediaries forecast growth in sales and recruitment

A study shows BGAs and IMOs have high expectations of sales growth while meeting the challenges of agent recruitment.

April 1, 2024

Saying goodbye to GoFundMe

Every crowdfunding campaign to pay for a funeral means that someone was unprepared.

April 1, 2024

The real cost of volatility-controlled indices in IUL policies

This analysis will help you understand and assess indexed universal life products that are becoming increasingly difficult to compare.

April 1, 2024

Four important considerations to effectively advise women on wealth

Women are controlling more money but experiencing more challenges. What you need to know to help them make effective financial decisions.

April 1, 2024

The imperative of financial literacy

In an era marked by economic complexity and a rapidly evolving financial landscape, the need for financial literacy has never been more important.

March 1, 2024

Advising Women Through the Seasons of Their Lives

Women need advisors who can help them meet their changing needs as they go through their life stages.

March 1, 2024

‘Unretiring’ CEO leads F&G to growth — With Chris Blunt

IUL — which F&G president and CEO Chris Blunt describes as “the Swiss Army knife” of life products — and annuities helped F&G have a great 2023 while the company adds RILAs to its product mix for 2024.

March 1, 2024

Everyone has a money story: Win Havir tells the story that inspires her

Win Havir’s family money story inspires her to serve a diverse client base and promote greater representation in the insurance profession.

March 1, 2024

The OCEAN factors that contribute to successful personality traits

The path to success is different for each individual. Here are the components critical to achieving your goals.

March 1, 2024

Social Security planning is crucial to preparing clients for retirement

Understanding the amount of money your client will receive from Social Security is the bedrock of forming a retirement strategy.

March 1, 2024

Navigating 2024’s policy challenges that impact financial professionals

These policies will significantly shape our strategies and decision-making in our industry, impacting life insurance, retirement planning and investments.

March 1, 2024

Have the life insurance beneficiary discussion now and prevent problems down the road

Asking clients about their beneficiaries can open the door to further discussions about life insurance and financial planning.

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