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?
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Coach Pete for the Win — with Pete D’Arruda
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
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.
A new starting line for generational wealth
Trump Accounts represent a structural shift in how we think about financial planning.
What to know about market‑linked life insurance strategies
Not all indexes are created equal, and not all of them are easy to understand.
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.
Why advisors can’t afford to delay succession planning
How to develop a strategy to protect your business and control your legacy.
Disability succession planning: What’s at stake, when to pivot
Clients may know about buy-sell agreements but not about buy-sell disability solutions.
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.
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.
The quiet rise of AI in everyday insurance decisions
For advisors, the real change isn’t technology; it’s how technology is used.
Can AI be trusted for premium finance planning?
Experts say it’s possible, but it’s not without risk.
What’s next for Congress in 2026?
As lawmakers begin the second session of the 119th Congress, committees are working through a significant backlog.
Relationships: The foundation of sales
Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
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.
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.
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.
The silent retirement savings killer: Bridging the Medicare gap
Understanding the options when retirement comes before Medicare eligibility.
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.
