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February 1, 2025

Insurers look to improve distribution productivity to meet customer needs

Carriers are making substantial investments to continue generating growth.

February 1, 2025

What is the future of long-term care in the U.S.?

Experts weigh in on the increasing need for long-term care and the possible solutions to pay for it.

February 1, 2025

AI and ethics: What advisors must know

The use of artificial intelligence is expanding rapidly, but advisors must understand how to use this tool ethically.

February 1, 2025

Is a Roth IRA conversion key to strategic tax planning?

Many clients will benefit from a Roth IRA conversion, but there are several considerations to keep in mind.

February 1, 2025

Reimagining investment strategies with alternatives

Alternative investments can diversify client portfolios and boost overall returns.

February 1, 2025

Building a future of true financial security for all 

We must develop a forward-thinking mindset for 2025.

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 15, 2024

A place to belong — with Thomas ‘T’ Priester

Thomas “T” Priester discovered he belongs in the industry and created a space for others to belong as well.

December 15, 2024

2025: Taxing decisions due

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?

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.

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