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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.

March 1, 2026

Bringing the human element into financial planning

Financial planning is one of the ultimate human-centric professions.

February 1, 2026

2026: The industry responds to an aging population

Life insurance sales are expected to level off, while interest in annuities will be greater than ever.

February 1, 2026

Hybrids will lead the way in product trends for 2026

Consumer behavior shifts and technological advances will drive product innovation in the coming year.

February 1, 2026

Knighthead’s big move — With Ed Massaro

CEO Ed Massaro guides Knighthead Life confidently into the U.S. annuity market with fresh tech, clean balance sheets and a long-term commitment to advisors.

February 1, 2026

Building momentum — with Lonniece McDonald

Lonniece McDonald wants to expose more people of color to the financial profession while helping students and underserved communities improve their financial literacy skills.

February 1, 2026

Start 2026 workplace benefits education now

Poor understanding of benefits presents several challenges to employers.

February 1, 2026

Take advantage of the exploding $800B IRA rollover market

Position yourself as a rollover expert and get in front of the “money in motion.”

February 1, 2026

Growing together: The power of professional study groups

Building a small village of like-minded professionals takes time.

February 1, 2026

The intelligence revolution: Insurance in the fourth industrial era

Data and artificial intelligence combine to create the insurance industry’s version of the movie War Games.

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