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December 15, 2024

Riding the ‘long tail’ of opportunity — with AmeriLife’s Brian Peterson

Brian Peterson talks about his path from teacher and coach to president of AmeriLife Group’s Accumulation and Retirement Income Distribution division, and what the future looks like for one of the industry’s largest marketing and distribution businesses.

December 15, 2024

The role of life insurance in estate planning and wealth transfer

Life insurance offers flexibility in estate planning that few other financial instruments can match.

December 15, 2024

What’s next for retirement income security?

Insurers argue that the fiduciary rule limits choices for retirees and might make it more difficult to sell annuities and other retirement planning insurance products.

December 1, 2024

P/C coverages that retirement advisors should know

Adding value to the client relationship while expanding the advisor’s network of professionals.

December 1, 2024

Three mistakes annuity owners should avoid

Annuities are gaining in popularity, but clients may be confused about some of the details.

Why your clients might face higher taxes in retirement

December 1, 2024

How you can keep taxes from taking a bite out of your client’s retirement portfolio.

December 1, 2024

Help workers understand and use their benefits

Research shows that employers are offering a greater array of benefits, but workers often don’t understand or use them.

December 1, 2024

What will 2025 hold for the insurance industry?

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?

December 1, 2024

The transformational potential of AI for advisors

Artificial intelligence offers significant potential for financial advisors to streamline operations and improve customer outcomes.

December 1, 2024

Attracting and empowering the next wave of financial security professionals

The aging advisor workforce is a critical issue for the industry.

December 1, 2024

Advocating for an important tool for clients with disabilities

NAIFA supports expanded provisions of the ABLE Act.

November 1, 2024

A dynamic duo — Judith and Simone Lee

Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.

November 1, 2024

Creating the Preeminent Partnership — With Simplicity’s Bruce Donaldson

The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.

November 1, 2024

FRDs: The money must go somewhere

The need for guaranteed lifetime income is fueling interest in annuity sales.

November 1, 2024

Transferring generational wealth involves more than financial assets

Family dynamics, philanthropic goals and the family’s legacy all play a part.

November 1, 2024

Holistic financial planning is the way forward

Thoughts on building a new future by looking ahead.

November 1, 2024

When LTC planning takes an unexpected turn

How to consider alternative options for clients with adverse health conditions.

November 1, 2024

Pros and Cons of AI in the industry

Despite its relatively recent appearance on the scene, artificial intelligence has become one of the most transformative technologies of the 21st century.

November 1, 2024

Crisis to creativity: Evolving to meet needs of millennials and Gen Z

Life insurance must shake off its reputation as death insurance.

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