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July 1, 2025

Treating financial wellness

LIMRA research finds financial wellness down from two years ago, with younger and minority demographics feeling less secure. How can advisors help clients feel better about their financial futures?

July 1, 2025

Building financial security through leadership and relationships

We need leaders at every level who are willing to think differently, act boldly and lead with clarity and care.

July 1, 2025

Is the best rate always the best deal?

Slow down the conversation and translate those numbers into real outcomes.

July 1, 2025

Reframing life insurance to connect with Gen Z

This youngest generation of adults is ready to get serious about life insurance.

July 1, 2025

What Medicare beneficiaries really want in AEP

Medicare beneficiaries find the annual enrollment period to be overwhelming and time-consuming.

July 1, 2025

Political involvement is good business

Good policy that promotes financial security for American families and businesses should be nonpartisan.

July 1, 2025

Timeless influencers: Financial professionals and life insurance brands

Research shows clear evidence of the important role distribution partners play in raising brand awareness.

July 1, 2025

Medicaid asset protection planning: Crisis planning vs. preplanning

Eligibility rules can devastate families financially if proper planning is not in place.

July 1, 2025

What high-performing advisors are doing differently in 2025

Top advisors are maximizing their use of technology and helping clients anticipate risk.

July 1, 2025

Buy-sell agreements and life insurance

Life insurance can secure business transitions and build future confidence.

July 1, 2025

The reshaping of the Medicare Advantage market

The landscape for selling health care to seniors, particularly Medicare Advantage plans, is experiencing substantial changes, forcing financial advisors and insurance agents to reconsider their strategies and approach during Medicare’s annual enrollment period.

June 1, 2025

Annuities 2025: Supercharging a hot market

Annuities sales are incredibly strong, and a close look at market trends reveals yet more room to run.

June 1, 2025

From football to finance: ‘A noble career’ — with Padric Scott

Padric Scott always planned to become a doctor. Then he got curious about money, finance and investing.

June 1, 2025

Serving members royally for 130 years — With Royal Neighbors’ Zarifa Brown Reynolds

President and CEO of Royal Neighbors of America Zarifa Brown Reynolds shares the mission of the fraternal life insurance organization she leads: insure lives, support women and serve communities.

June 1, 2025

A 1035 exchange to an FIA: A smart choice in today’s environment

As retirees shift their priorities to income stability, higher-interest-rate products such as FIAs offer a compelling alternative.

June 1, 2025

Are annuities at a crossroads?

The annuity industry has experienced a remarkable surge over the past three years, driven by rising interest rates, demographic shifts and increased demand for income security.

June 1, 2025

Opportunities among emerging affluent investors

Reaching individuals aged 25-45 who are on track to become affluent later in their lives.

June 1, 2025

Social Security Fairness Act is an opportunity for professional advice

This change in Social Security regulations will impact clients who will see their benefits increase.

June 1, 2025

The role of life insurance in disaster preparedness

Life insurance can provide comfort and financial stability after an unpredictable event.

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