August 1, 2024 Summertime brings grassroots alive The August recess is the perfect time for financial professionals to meet with their representatives in Congress.
July 1, 2024 Financial freedom is worth protecting Insurance and financial professionals must serve as political advocates on behalf of their businesses, clients and communities.
June 1, 2024 Cruising to a bright future in financial services An experience that brought financial professionals and students together shows that the future is in good hands.
May 1, 2024 Beyond docs and dentists: DI is essential for young professionals Disability insurance isn’t only for those with high-risk professions.
April 1, 2024 Who will speak for our clients on Capitol Hill? No one can tell the story of what consumers need better than financial professionals can
March 1, 2024 The shadow caregiving system and economy Family caregivers provide billions of hours of unpaid care, but that care comes at a cost.
February 1, 2024 Start the life insurance conversation during Insure Your Love Month Consumers are confused about life insurance, even though they realize they need coverage. Here’s how advisors can steer them in the right direction.
January 1, 2024 The new DOL proposal is not in consumers’ best interests We are not opposed to fiduciaries; we are opposed to depriving consumers of choices.
December 1, 2023 Financial security challenges require united efforts The merger of NAIFA, the Society of Financial Service Professionals and Life Happens is one way of addressing the financial challenges American consumers face.
November 1, 2023 Don’t let clients panic over long-term care needs With a well-thought-out plan for extended care, financial professionals can minimize client and family stress and help provide a sense of security.
October 1, 2023 Split dollar helps attract and keep high-value employees Every advisor should add this powerful tool to their financial planning toolbox.
September 1, 2023 Pursuing and providing the American dream Insurance and financial services is a profession you really can make your own, and where you can create a strong imprint and be your own brand.
August 1, 2023 Political advocacy is in our clients’ best interests Best-interest standards are good for our clients and also benefit us as advisors.
July 1, 2023 How financial professionals are like the minutemen From providing policies to advocating for policies, financial professionals work in the best interests of all consumers.
June 1, 2023 Offer your clients retirement income insurance with annuities Studies show that retirees whose income is protected live longer, happier lives.
May 1, 2023 Disability income insurance in a gig economy Collecting the correct information about the gig worker’s health, occupation and income is crucial to getting them the right coverage.
April 1, 2023 Financial literacy is contagious When it comes to improving the financial literacy of Main Street Americans, insurance and financial professionals are crucial.
March 1, 2023 Women agents and advisors making history in 2023 It’s important to create policies and products that address issues that are specific to women.
January 1, 2023 Serve your clients’ best interests on both Main St. and Capitol Hill As custodians of our clients’ financial well-being, advocacy should be a service we provide.