The quiet rise of AI in everyday insurance decisions
For advisors, the real change isn’t technology; it’s how technology is used.
A client’s income may not always be there. Why disability planning is crucial.
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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.
Education is the equalizer between surviving and thriving
Financial literacy introduces the language of money. Financial education teaches people how to use it.
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.
The insurance industry is at ground zero in a perfect storm
For financial professionals, there has never been a better time to prepare for the Great Wealth Transfer and the increasing need for long-term care.
Medicare’s best-kept secret: The licensed agent
The Medicare system is complex, and many consumers rely on an agent’s expertise to navigate it.
Who’s the biggest winner during Life Insurance Awareness Month?
When advisors use LIAM to position themselves as trusted sources of information, everybody wins.
Political involvement is good business
Good policy that promotes financial security for American families and businesses should be nonpartisan.
Corporate tax laws can impact Main Street consumers
Why Congress cannot limit the C-SALT deduction.
Medicare: An important piece of the financial planning puzzle
A lifetime of financial planning can be undone by one bad diagnosis.
Do your clients know about IRMAA?
Make sure that a surprise doesn’t derail your client’s retirement plan.
Long-term care: A paradigm shift in financial planning
Planning for LTC is planning for a client’s peace of mind.
CBO’s deficit-reduction report doesn’t tell the whole story
We can’t afford to ignore the options outlined in the report.
Advocating for an important tool for clients with disabilities
NAIFA supports expanded provisions of the ABLE Act.
When LTC planning takes an unexpected turn
How to consider alternative options for clients with adverse health conditions.
Recent court decisions are affecting financial professionals
Financial professionals and their professional associations are turning their attention to the courts as the legal system scrutinizes actions of federal agencies.
We don’t need Life Insurance Awareness Month
Why this annual campaign is important and how you can use it to reach out to clients and prospects.
Summertime brings grassroots alive
The August recess is the perfect time for financial professionals to meet with their representatives in Congress.
Financial freedom is worth protecting
Insurance and financial professionals must serve as political advocates on behalf of their businesses, clients and communities.
