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June 1, 2026

An HSA can help with high costs, but employees need more support in using it

Employees struggle to manage their HSAs and are frustrated with their HSA experiences.

June 1, 2026

10 underwriting myths that won’t quit

The persistent myths that can complicate life insurance underwriting and derail otherwise solid cases.

June 1, 2026

From taboo to transparency: Reframing family financial talk

Help shift the discussion from crisis-driven to intentional.

June 1, 2026

Annuities can become a portfolio ‘stabilizer’

When geopolitical events lead to market volatility, investors seek security.

June 1, 2026

Reviews and digital trust are essential for advisors in an AI-driven world

Artificial intelligence makes reviews even more influential because modern search systems do more than display them. They analyze them.

June 1, 2026

You can’t afford to ignore what happens in Washington

Why every financial security professional needs a policy playbook.

June 1, 2026
Even as annuity sales reach record levels, the industry faces a critical challenge: expanding beyond existing customers and educating new ones.

Annuities and the inverted pyramid

When I was a journalism student, one of the first lessons taught was the “inverted pyramid” writing style. It’s a way to structure content so readers get the most important information first.

June 1, 2026

Annuities central to a health-focused retirement strategy

Guaranteed income can help retirees manage health-related risk.

June 1, 2026

Why agents should take a second look at TV advertising

Changes to the ad market and the lower costs needed to produce an ad today make TV a viable way for agents to promote themselves.

June 1, 2026

How healthcare inflation can eat up a client’s retirement income

Looking at healthcare costs in relation to Social Security or projected overall retirement income provides a way to frame these expenses and plan to account for the impact of healthcare inflation.

May 1, 2026

Guiding women through the Great Wealth Transfer

Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?

May 1, 2026
Salene Hitchcock-Gear

Bringing meaning to life — With Salene Hitchcock-Gear

Prudential’s Salene Hitchcock-Gear modernizes a legacy brand through tech-driven buying and wellness initiatives while empowering advisors to provide essential financial protection to a diverse 21st-century audience.

May 1, 2026

A heart for finance — with Lizbeth Menjivar

Lizbeth Menjivar brings heart to financial planning while nurturing the next generation of advisors and clients.

May 1, 2026

Making women’s health a higher priority

Why workplace benefits must support women by focusing on preventive care, hormonal health literacy and midlife support.

May 1, 2026

The weakest link: Lifetime earnings assumptions

A client’s income may not always be there. Why disability planning is crucial.

May 1, 2026

What to do when term life runs out

Reviewing a client’s options when their term life expires.

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.

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