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May 1, 2024

Saving for college can impact your clients’ retirement

Many families find these two financial goals are in conflict. How an advisor can help.

May 1, 2024

5 growth opportunities for the life insurance industry

Executives cite profitable growth as the industry’s biggest challenge.

May 1, 2024

Digital tools transform the way we serve our clients

Technology eliminates many administrative chores, allowing advisors to focus on enhancing client experiences.

May 1, 2024

8 critical steps to drive sales

The three important words that transform salespeople into sales powerhouses.

May 1, 2024

RILAs: Supporting client goals in retirement

New research shows that structured annuities with income benefits increase the likelihood of retirees having assets left at age 100.

May 1, 2024

Beyond docs and dentists: DI is essential for young professionals

Disability insurance isn’t only for those with high-risk professions.

May 1, 2024

The importance of life insurance in long-term care planning

Hybrid life insurance is becoming a popular alternative to pay for long-term care.

May 1, 2024

Navigating the complex terrain of IUL illustrations

In the labyrinthian world of personal finance and insurance, indexed universal life insurance stands out as a particularly intricate product.

May 1, 2024

The power of a united voice

Industry associations and state regulators joined together to oppose legislation that would have made it more difficult to sell life insurance and annuities.

May 1, 2024

Navigating the digital transition: Empowering new hires

Keeping pace with rapidly evolving technology is a special challenge, especially when onboarding new employees.

May 1, 2024

Navigating the changing benefits landscape

An education gap about benefits outside of traditional medical plans leaves many workers confused.

April 1, 2024

Everyone needs financial literacy education

Advisors get creative in providing the financial literacy message to diverse audiences.

April 1, 2024

The need for speed — With Sammons CEO Esfand Dinshaw

Sammons Chairman and CEO Esfand Dinshaw sees “instant” underwriting decisions as the key to increasing life insurance sales — and AI as the key to achieving that immediacy.

April 1, 2024
Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.

It started with a book — With Mike Paffhausen

Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.

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

April 1, 2024

Digital transformation: How tech is shaping the life insurance landscape

Underwriting is experiencing a transformation while digital point-of-sale platforms are streamlining the purchasing process like never before.

April 1, 2024

Embracing community as a cornerstone of your financial services journey

Finding your community will help you grow as you serve your clients.

April 1, 2024

LTC planning’s power lies in relationships, not revenue

Shifting toward early long-term care planning strengthens client relationships, reflecting evolving perspectives on care and financial well-being.

April 1, 2024

Intermediaries forecast growth in sales and recruitment

A study shows BGAs and IMOs have high expectations of sales growth while meeting the challenges of agent recruitment.

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