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Embracing a family-centric approach to financial planning

4 hours ago
Image shows a family around the dinner table
A growing number of advisors are adopting a family-centric approach to financial planning. The results can be very fruitful. Read more
More Top Stories
TOP NEWS
  • 4 common LTC missteps older Americans must avoid

  • Prudential to exit emerging markets and shift $3B to core businesses

  • Corebridge annuity sales slip ahead of Equitable marriage

  • California teachers settle class-action lawsuit over in-plan annuity fees

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In this issue...

  • The Medicare agent squeeze
  • How to have a black belt practice — With John Terry
  • Georgia insurance agent wows on ‘American Idol’ — with Philmon Lee
  • ACA subsidy turbulence is reshaping employee benefits
  • Regulators tackle controversial annuity illustrations
  • Every role in your agency touches revenue
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SPECIAL FEATURE

The silver economy ushers in a new era of life insurance growth

Longer lives, fewer births and an unprecedented concentration of wealth among older Americans are reshaping the demand for financial protection... Read More

MORE FEATURES

From The Field

Family communication: Financial planning’s growing blind spot

Across key areas of retirement and protection planning, families are making assumptions instead of having conversations.

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    3 summer sales habits that build next year’s pipeline

    For employee health and benefits sales leaders, this is not your quiet period.

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      Financial planning could solve the looming Medicaid disaster

      If policymakers want to ease the mounting pressure on entitlement programs, they should begin by helping more Americans incorporate long-term care into their broader financial planning.

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      More From The Field

ADVISOR NEWS

Image shows a concerned couple

Americans aren’t turning retirement plans into action, LIMRA finds

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

  • Ashley Hinson ‘death tax’ story collides with truth
  • How advisors can prepare clients for an uncertain retirement landscape
  • Investors aren’t waiting out uncertainty
  • Transamerica and Advo(k)ate Advisors launch pooled employer plan
  • ‘I wish I’d met him sooner:’ Karlan Tucker remembered for integrity, faith
More ADVISOR NEWS

NEWSWIRES

KOLB APPOINTED SVP OF RISK AND COMPLIANCE AT THE MINNEAPOLIS FED

Cara Kolb has been appointed senior vice president of Risk and Compliance by the Federal Reserve Bank of Minneapolis Board of Directors. The Federal Reserve Bank of Minneapolis is one of 12 regional Reserve Banks that, with the Board of Governors in Washington, D.C., make up the Federal Reserve System, the nations central bank. The Federal Reserve Bank of…

  • Congress drags feet on farm bill
  • Built to Last: Winston-Salem—a quiet industrial powerhouse
  • Louisiana hospitals see sharp uptick in uninsured patients after Obamacare subsidies expired
  • What's next for the farm bill?
  • Enact Holdings Inc. (NASDAQ: ACT) Records 52-Week High Monday Morning
More NEWSWIRES

INN Insider

Therapist retains license after insurance fraud and theft convictions

  • $20M in long-term care money for WA immigrants to cover fewer than 200 people
  • Centurion Wealth Management LLC Lowers Holdings in Alphabet Inc. $GOOG
  • CPA Asset Management Group LLC Reduces Stake in Dimensional Inflation-Protected Securities ETF $DFIP
  • Insider Buying: Donegal Group (NASDAQ:DGICA) Major Shareholder Acquires $354,060.00 in Stock
More INN Insider

Annuity News

Image shows the Jackson logo on a phone

Jackson Financial CEO caps 40-year career with blockbuster Q2

Jackson's Q2 retail annuity sales of $5.9 billion were up 34% from the second quarter of 2025. Read More

  • NAIC regulators begin consensus phase on annuity illustration overhaul
  • Market-value adjusted annuities: Key considerations for advisors
  • Private equity’s next play in insurance
More Annuity News

Life Insurance News

The silver economy ushers in a new era of life insurance growth

Longer lives, fewer births and an unprecedented concentration of wealth among older Americans are reshaping the demand for fina... Read More

  • ‘Uniquely positioned’: Equitable outlines future post-Corebridge merger
  • The insurance distributor that builds its own software will win the next decade
  • Supporting small businesses starts with smarter benefits conversations
More Life Insurance News

Health/Employee Benefits News

CareScout Redefines Worksite Long-Term Care Insurance With a Solution That Goes Further for Employers and Employees

Within the next decade, older adults are expected to outnumber children in the United States for the first time in history. “Mo... Read More

Next Generation My Care – It’s here … now what?

For Medicaid, the State of Ohio has awarded contracts for Next Generation MyCare to four Managed Care Plans including: Anthem, ... Read More

Missouri and Kansas can expect double-digit Obamacare premium hikes again

Kansas Citians who buy health insurance through healthcare.gov can expect to pay much more for monthly premiums next year. Acco... Read More

  • Teachers and other state employees brace for possible health insurance increase
More Health/Employee Benefits News

Property and Casualty News

Best’s Market Segment Report: Strengthened by Hard-Market Years, Global Reinsurance Segment Reaches an Inflection Point

The global reinsurance segment is at a critical inflection point as reinsurers’ strong earnings since 2023 have driven robust c... Read More

A rumor, a rating and a coliform scare test Lingle's small-town systems

TORRINGTON– A false rumor that the Lingle Volunteer Fire Department had closed its doors is driving up home insurance premiums ... Read More

Financial habits that can influence insurance costs over time

Financial habits built over time, from managing credit and avoiding unnecessary claims to reviewing coverage regularly, have a ... Read More

  • S.C.committee rejects relaxation of bar insurance mandate
More Property and Casualty News

Insurtech News

Agentic AI is transforming insurance sales both for consumers and agents

The use of agentic AI in the insurance industry has positively impacted sales by empowering consumers and helping less experien... Read More

  • What’s at stake if insurers rush into AI too early?
  • Stride Joins Integrity to Transform Nation’s Individual Marketplace of Expanding Healthcare Benefits
  • ‘AI communication gap’ leaves negative impression on customers
More Insurtech News

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