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May 1, 2026

Using life insurance in a cash balance plan

Cash balance plans are powerful, but volatility can drive unpredictable contributions.

May 1, 2026

How annuities can help small-business owners achieve retirement security

Annuities allow small-business owners to convert accumulated assets into guaranteed lifetime income.

May 1, 2026

How Integrity’s AI is creating ‘super advisors’

Artificial intelligence is changing how insurance is done, and one independent marketing organization is further ahead than most.

May 1, 2026

Rethinking retirement income: The role of annuity laddering

Two approaches to a strategy that provides guaranteed income.

May 1, 2026

Intermediary distribution: Navigating a moving marketplace

Affiliation with a national marketing organization can expand access to resources, technology and carrier relationships.

May 1, 2026

Plugging the hidden budget leaks of retirement

What advisors should help clients rethink before and after age 65.

May 1, 2026
We are in the midst of “the great wealth transfer,” in which an estimated $54 trillion is expected to pass on to widows. Of that amount, $40 billion or more will go to widows who are baby boomers and older. That’s according to research from Cerulli Associates.

The biggest financial hand-off in history

We are in the midst of “the great wealth transfer,” in which an estimated $54 trillion is expected to pass on to widows. Of that amount, $40 billion or more will go to widows who are baby boomers and older. That’s according to research from Cerulli Associates.

May 1, 2026

The gendered glass ceiling

Does it still exist in 2026, and how are women breaking through it?

April 1, 2026

Trump 2.0: Financial chains unleashed or unraveled?

As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?

April 1, 2026

Coach Pete for the Win — with Pete D’Arruda

Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.

April 1, 2026

The goodness of mutuality — With Paul Quaranto

In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.

April 1, 2026

What to know about market‑linked life insurance strategies

Not all indexes are created equal, and not all of them are easy to understand.

April 1, 2026

A new starting line for generational wealth

Trump Accounts represent a structural shift in how we think about financial planning.

April 1, 2026

The April explosion

Subfreezing temperatures, uncertainty about travel conditions and a general reluctance to venture outdoors made many of us hunker down and put life on hold until things began to thaw. But then April comes along — and everything explodes.

April 1, 2026

Why advisors can’t afford to delay succession planning

How to develop a strategy to protect your business and control your legacy.

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.

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