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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.

November 1, 2024

Peak 65 to fuel digital boom in annuities

The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.

November 1, 2024

50 years of ERISA: A look back at its roots

Millions of American workers enjoy secure pension funds today thanks to this regulation, which oversees private retirement plans.

November 1, 2024

ICHRAs: A choice for small employers

Individual coverage health reimbursement arrangements represent a sliver of the group health market, but that segment is poised for growth.

November 1, 2024

Navigating the unknown tax terrain

Providing advice on taxes can open new doors for advisors.

October 31, 2024

Insurers, regulators race to harness power of AI

Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.

October 1, 2024

Indexing the market: Driving life, annuity sales

Indexed products are leading the way in the life insurance and annuity space. But critics continue to complain about misleading illustrations and complex products. Where do we go from here?

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Press Releases

  • JP Insurance Group Launches Commercial Property & Casualty Division; Appoints Joe Webster as Managing Director
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  • ePIC Services Company Joins wealth.com on Featured Panel at PEAK Brokerage Services’ SPARK! Event, Signaling a Shift in How Advisors Deliver Estate and Legacy Planning
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