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February 1, 2026

Looking for retirement flexibility? Annuities are the answer

Different annuity types have different features, but they all share the same basic purpose.

February 1, 2026

Education is the equalizer between surviving and thriving

Financial literacy introduces the language of money. Financial education teaches people how to use it.

February 1, 2026

How advisors can guide clients beyond doubt

The real challenge isn’t building the financial plan — it’s believing in it.

February 1, 2026

State-level trends to watch in 2026

States will focus on budget balancing, taxation and regulatory issues affecting financial professionals.

February 1, 2026

Beyond stop-loss: Smarter claim strategies for a high-cost era

More employers are turning to stop-loss as a financial buffer against unpredictable and severe medical events.

February 1, 2026

AI is here, but who will regulate it?

State and federal regulators are heading for a showdown over who will write the rules for AI.

February 1, 2026

Key person life insurance keeps small businesses afloat

Key person life insurance is an essential, underused safeguard for small business continuity.

December 1, 2025

Financial professionals can help tomorrow’s retirees achieve financial security

More advisors are putting client investments into annuities, as preretirees seek guaranteed income.

December 1, 2025

Big, Beautiful Tax Changes

The One Big Beautiful Bill Act makes major temporary tax cuts from 2017 permanent for high earners and businesses, reshaping the relationship between federal taxation and high earners.

December 1, 2025

Social Security at a Crossroads

The Social Security program faces crucial issues including a projected trust fund shortfall by 2033, an aging population that’s reducing the worker-to-beneficiary ratio and ongoing political gridlock.

December 1, 2025

Principal vision — With Deanna Strable

Deanna Strable rose from actuarial intern to CEO of Principal Financial Group. Now she’s leading the 145-year-old company into a new era of retirement, benefits and technology-driven growth.

December 1, 2025

Planning in the key of life — with Preston Cherry

Preston Cherry specializes in helping members of Generation X live their best financial lives while he teaches the next generation of professionals.

December 1, 2025

Can government ease the LTC crisis?

States are taking the lead in addressing long-term care needs while federal support lags.

December 1, 2025

How agentic AI is rewiring insurance for 2026

Agentic AI, which can autonomously plan, make decisions and carry out tasks, is expected to become prominent in the insurance industry by 2026.

December 1, 2025

Consumers need human advisors – and more of them

Studies show consumers want to work with professionals, while the industry must cultivate the next generation of advisors.

December 1, 2025

One door closes, another door opens

What you need to know about mandatory Roth catch-up contributions.

December 1, 2025

Why age alone shouldn’t rule out annuities in retirement

It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.

December 1, 2025

Looking ahead: 5 touchpoints for 2026

The next 12 months are set to offer new opportunities for agents and advisors — if you’re ready. Here are five touchpoints to keep in mind as you begin to navigate the changing tides of 2026.

December 1, 2025

Trump Savings Accounts could jump-start a wealth-building era

The accounts that begin with a $1,000 seed investment could be a game-changer for families.

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