April 1, 2026 Disability succession planning: What’s at stake, when to pivot Clients may know about buy-sell agreements but not about buy-sell disability solutions.
April 1, 2026 Customizing FIAs with riders meets a broad set of client needs Advisors who focus solely on caps and participation rates miss the real marketing edge.
April 1, 2026 The wolf of AI: ‘I’ll huff and I’ll puff and I’ll blow your house down!’ A fictional tale about the Three Little Pigs — and their AI use cases.
April 1, 2026 Can AI be trusted for premium finance planning? Experts say it’s possible, but it’s not without risk.
April 1, 2026 The quiet rise of AI in everyday insurance decisions For advisors, the real change isn’t technology; it’s how technology is used.
March 1, 2026 What’s next for Congress in 2026? As lawmakers begin the second session of the 119th Congress, committees are working through a significant backlog.
March 1, 2026 Relationships: The foundation of sales Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
March 1, 2026 The first of everything — with Uziel Gomez Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.
March 1, 2026 Keeping it simple — With Bill Egan Bill Egan from Oceanview Life and Annuities is on a mission to keep life insurance and annuities easy to understand and transparent.
March 1, 2026 Using cash value life insurance as a buffer asset in retirement The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.
March 1, 2026 The silent retirement savings killer: Bridging the Medicare gap Understanding the options when retirement comes before Medicare eligibility.
March 1, 2026 From Main Street to Capitol Hill: Helping women overcome planning challenges Advisors can help women build confidence and clarity around their retirement goals and expectations.
March 1, 2026 LTC: A critical component of retirement planning As Medicare limitations and cost pressures become more visible, long-term care is increasingly shaping how Americans think about affordability, independence and stability.
March 1, 2026 Blockchain may be finding its second wind in life and annuities Where blockchain is gaining traction in the industry and what the future could hold.
March 1, 2026 Opportunities and challenges exist in the MA market Medicare Advantage has been impacted by changes to Medicare Part D cost share, changes to the CMS risk adjustment model and declining Star Ratings.
March 1, 2026 An insurtech sales tool kit for every independent agent Technology tools work best when they complement the role of advisors.
March 1, 2026 How Gen X women seek retirement peace of mind A gender gap exists in Gen Xers’ retirement readiness.
March 1, 2026 Identifying the ‘best’ annuity for retirement The best annuity for retirement is the one that’s best for the individual client’s needs and goals.
March 1, 2026 What can AI do for you? Prospecting and sales can feel like running on a treadmill that never quite slows down.