Financial services for the next gen
Financial advisors are at a crossroads. The industry is evolving rapidly, driven by technological innovation and changing consumer behaviors.
InsuranceNewsNet Magazine
Should you recommend a CLAT or a reversionary CLAT in wealth planning?
Exploring the choice between charitable lead annuity trusts and reversionary charitable lead annuity trusts.
Empowering women in the financial security profession
The Women’s Impact Community is working toward breaking down the barriers for women in the profession.
RILAs take off as consumers look for balance, protection
Product innovation and new market entrants suggest the RILA market still has significant growth potential.
Protecting clients amid the ‘triple threat’ in LTC services
The insurance sector must foster innovation that will ignite behavioral and buying changes in long-term care solutions.
Financial freedom is worth protecting
Insurance and financial professionals must serve as political advocates on behalf of their businesses, clients and communities.
Turn your biggest critics into advocates
Find the right tools to better evaluate the client experience.
When your client wants to borrow from their life insurance
There are benefits and drawbacks to borrowing from a cash value policy.
We must do better to support women in financial services
Some steps everyone can take to encourage women to pursue careers in the industry and thrive in them.
Retirement success? Plan for a marathon — not an extended vacation
The nonfinancial aspects of retirement are often overlooked when planning for a client’s post-working years. Here’s how to help clients have a more complete vision of their lives after employment.
Annuities selling strong, but for how long?
Economic conditions remain ripe for an ongoing annuity sales boom. But the Department of Labor’s new fiduciary rule expansion could be a major disruption.
Building a bridge — With Deshawn Peterson
Deshawn Peterson is helping build a bridge for the next generation of financial advisors while he works to help investment advisors build their own practices.
Would you rather purchase items retail or wholesale?
An analysis of the benefits of paying life insurance premiums through your qualified plan.
The Power of Persuasion — with Lynne Franklin
Lynne Franklin has a unique definition of persuasion. Learn her secrets to helping a client reach their own decision and say “yes.”
How tech will revolutionize health care and life insurance
Overcoming challenges with technology and uniting underwriting professionals.
3 essential technologies to have in your toolkit
Technology enables advisors to take on new roles as they provide information to clients.
‘Magic number’ for a comfortable retirement surges upward
Americans believe they need $1.46 million to have a comfortable retirement. Can advisors help them meet that magic number?
3 trends impacting employee benefits management
High costs and a lack of understanding by employees are among the challenges facing employers in getting workers enrolled in benefits.
Inherited annuities: Helping to stretch generational wealth
How to spread out tax liability while allowing an inheritance to continue growing.
