Monthly Focus

When discussing life insurance with younger clients, it’s important to understand their unique needs and tailor your approach accordingly.

Generation Z seeks flexibility and free choice when it comes to workplace benefits.

A survey conducted by Greenwald Research for the Society of Actuaries finds the Gen Z and millennials worry about early death but not as much about the real risks.

Offering a comprehensive benefits package is more important now than ever before in an increasingly competitive job landscape, and employers must keep up if they hope to recruit and retain top talent.

Despite facing significant economic headwinds, millennials have a solid financial foundation, according to a recent survey.

Financial professionals share their strategies for winning new Gen Z and millennial clients, and talk about how the generations differ.

Nearly 70% of Generation Z and millennial consumers believe the current economic environment is hurting their ability to be financially independent adults and more than 1 in 4 don’t feel optimistic about their current financial situation, according to new research by Experian.

Millennials have established themselves in their careers and are beginning to generate wealth. Here’s how you can serve them.

The LGBTQ+ community has been the subject of recent legislation and executive orders that shed light on this population segment’s financial planning and insurance challenges.

Chatbots promise big changes in the coming years to both customer support and the underwriting process.

The recent volatility of the stock market coupled with the aging baby boomer population nearing retirement has given rise to participant demands for guaranteed income in retirement which has opened up the door for in-plan annuities as an investment option for defined contribution plans.

Retirement planning doesn’t always include discussion about post-retirement risks. How you can help your client navigate retirement securely.

The record-smashing tier of annuity sales will not be going away anytime soon, LIMRA analysts predict.

What is behind the surge in multi-year guaranteed annuity sales and will the product’s strong showing last into 2023?

Older people are going into their retirement years with few resources and little insurance coverage – better packaging and clearer longevity information can make a difference, according to two studies.

Clients need a strategy to help them manage RMDs and minimize tax consequences that arise from taking them.

Prospects and clients come to the process with a set of prejudices and objections quite often fed by consumer media. Insurance professionals can use the LAER method to work through those preconceptions.

Social selling is a great way for an advisor to build trust online.

With costs increasing daily, agents and advisors are looking for ways to stretch their hard-earned dollars. Two industry experts recently offered helpful hints on how to market your practice on a shoestring.

Harris Nydick wishes there had been a class in high school to teach financial literacy skills when he was a student.