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September 1, 2026

The national debt: A retirement planning issue

Advisors can help clients build resilient plans that can withstand changing economic and policy conditions.

September 1, 2026

It’s September. You know what that means.

September is the month when everything ramps up after the lazy days of summer. Vacation time is over. School is in full swing. People get serious about their work after three months of saying, “Let’s circle back after Labor Day.”

September 1, 2026

The rise in crowdfunding: A symptom of the coverage gap

The increase in crowdfunding to cover final expenses reveals why planning is crucial.

September 1, 2026

What advisors must know about accessible client documents

An accessible client document delivers its full information to any reader, regardless of how they perceive, navigate or process content.

September 1, 2026

The framework that builds excellence

The MASTER Framework is a series of principles that separate average practitioners from those who achieve true excellence in their professional lives.

September 1, 2026

How annuities address the growing income gap

The annuity income gap arises when income, growth, risk and flexibility must work together.

September 1, 2026

How young clients redefine financial success

Younger generations aren’t resistant to financial planning. They’re redefining what they want it to deliver.

September 1, 2026

The benefits category that employers must reconsider

Supplemental health insurance gives employers a way to preserve affordability in the core medical plan while also making that plan more usable in real life.

July 1, 2026

The Medicare agent squeeze

Vanishing commissions and complicated rules make it challenging for advisors to survive in this market. Here’s how they continue to serve clients amid a changing environment.

July 1, 2026

How to have a black belt practice — With John Terry

John Terry earned black belts in five different martial arts systems. But he said earning the black belt is about more than kicking and punching; it’s a lifestyle in which you try to live each day by doing better than you did the day before.

July 1, 2026

Georgia insurance agent wows on ‘American Idol’ — with Philmon Lee

Philmon Lee grew up tagging along as his father made music. Now he is making his own musical dreams come true, thanks to a recent run on “American Idol.”

July 1, 2026

ACA subsidy turbulence is reshaping employee benefits

The implications for benefits brokers are immediate and significant.

July 1, 2026

Regulators tackle controversial annuity illustrations

An NAIC working group is at the beginning of what promises to be a very long process to rein in illustrations.

July 1, 2026

Every role in your agency touches revenue

Aligning every team member’s role with revenue goals drives agency growth and retention.

July 1, 2026

The new rules of financial services distribution

A power shift is transforming the way products are distributed and the way consumers seek help.

July 1, 2026

AI: Building or buying? What insurers are doing

Insurers are increasingly choosing to build their own artificial intelligence solutions instead of buying someone else’s.

July 1, 2026

Making magic happen between experienced and next-gen financial planners

Bridging the gap between retiring and new financial planners fosters professional growth and successful transitions.

July 1, 2026

7 things to do when term life is about to expire

A term policy’s expiration is an opportunity for a deeper discussion of client goals.

July 1, 2026

The preventive insurance model: From paying claims to preventing them

How technology helps carriers prevent claims before they happen.

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