November 1, 2025 The insurance industry is at ground zero in a perfect storm For financial professionals, there has never been a better time to prepare for the Great Wealth Transfer and the increasing need for long-term care.
October 1, 2025 Medicare’s best-kept secret: The licensed agent The Medicare system is complex, and many consumers rely on an agent’s expertise to navigate it.
September 1, 2025 Who’s the biggest winner during Life Insurance Awareness Month? When advisors use LIAM to position themselves as trusted sources of information, everybody wins.
July 1, 2025 Political involvement is good business Good policy that promotes financial security for American families and businesses should be nonpartisan.
June 1, 2025 Corporate tax laws can impact Main Street consumers Why Congress cannot limit the C-SALT deduction.
May 1, 2025 Medicare: An important piece of the financial planning puzzle A lifetime of financial planning can be undone by one bad diagnosis.
April 1, 2025 Do your clients know about IRMAA? Make sure that a surprise doesn’t derail your client’s retirement plan.
March 1, 2025 Long-term care: A paradigm shift in financial planning Planning for LTC is planning for a client’s peace of mind.
February 1, 2025 CBO’s deficit-reduction report doesn’t tell the whole story We can’t afford to ignore the options outlined in the report.
December 1, 2024 Advocating for an important tool for clients with disabilities NAIFA supports expanded provisions of the ABLE Act.
November 1, 2024 When LTC planning takes an unexpected turn How to consider alternative options for clients with adverse health conditions.
October 1, 2024 Recent court decisions are affecting financial professionals Financial professionals and their professional associations are turning their attention to the courts as the legal system scrutinizes actions of federal agencies.
September 1, 2024 We don’t need Life Insurance Awareness Month Why this annual campaign is important and how you can use it to reach out to clients and prospects.
August 1, 2024 Summertime brings grassroots alive The August recess is the perfect time for financial professionals to meet with their representatives in Congress.
July 1, 2024 Financial freedom is worth protecting Insurance and financial professionals must serve as political advocates on behalf of their businesses, clients and communities.
June 1, 2024 Cruising to a bright future in financial services An experience that brought financial professionals and students together shows that the future is in good hands.
May 1, 2024 Beyond docs and dentists: DI is essential for young professionals Disability insurance isn’t only for those with high-risk professions.
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
March 1, 2024 The shadow caregiving system and economy Family caregivers provide billions of hours of unpaid care, but that care comes at a cost.