Stories, updates, interviews and special topics from our monthly print publication. Click here to sign up for the full print edition and start receiving issues in your mailbox.
Additionally, use the category navigation to load all available articles from a specific section of the magazine.
As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?
Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
Life insurance sales are expected to level off, while interest in annuities will be greater than ever.
Consumer behavior shifts and technological advances will drive product innovation in the coming year.
In a world that often believes bigger is better, 133-year-old Boston Mutual is focused on serving Americans of more modest means.
Bill Egan from Oceanview Life and Annuities is on a mission to keep life insurance and annuities easy to understand and transparent.
CEO Ed Massaro guides Knighthead Life confidently into the U.S. annuity market with fresh tech, clean balance sheets and a long-term commitment to advisors.
Deanna Strable rose from actuarial intern to CEO of Principal Financial Group. Now she’s leading the 145-year-old company into a new era of retirement, benefits and technology-driven growth.
Pete D’Arruda uses radio, books and billboards to deliver his message of financial security.
Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.
Lonniece McDonald wants to expose more people of color to the financial profession while helping students and underserved communities improve their financial literacy skills.
Preston Cherry specializes in helping members of Generation X live their best financial lives while he teaches the next generation of professionals.
A fictional tale about the Three Little Pigs — and their AI use cases.
Where blockchain is gaining traction in the industry and what the future could hold.
Data and artificial intelligence combine to create the insurance industry’s version of the movie War Games.
Critics allege conflicts of interest make it nearly impossible for state insurance regulators to objectively write rules.
Not all indexes are created equal, and not all of them are easy to understand.
The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.
Key person life insurance is an essential, underused safeguard for small business continuity.
State estate tax bills can threaten the inheritance of a home, family business or other assets.
Advisors who focus solely on caps and participation rates miss the real marketing edge.
The best annuity for retirement is the one that’s best for the individual client’s needs and goals.
Different annuity types have different features, but they all share the same basic purpose.
It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.
Clients may know about buy-sell agreements but not about buy-sell disability solutions.
Medicare Advantage has been impacted by changes to Medicare Part D cost share, changes to the CMS risk adjustment model and declining Star Ratings.
More employers are turning to stop-loss as a financial buffer against unpredictable and severe medical events.
States are taking the lead in addressing long-term care needs while federal support lags.
Experts say it’s possible, but it’s not without risk.
Technology tools work best when they complement the role of advisors.
Building a small village of like-minded professionals takes time.
How a multigenerational practice is addressing the issues of succession planning.
A gender gap exists in Gen Xers’ retirement readiness.
Poor understanding of benefits presents several challenges to employers.
The real challenge isn’t building the financial plan — it’s believing in it.
Ways to build stronger client relationships and raise retention rates in the coming year.
For advisors, the real change isn’t technology; it’s how technology is used.
Advisors can help women build confidence and clarity around their retirement goals and expectations.
Financial planning is one of the ultimate human-centric professions.
We must be willing to explore adding additional compensation models to increase financial planning’s accessibility and the peace of mind it provides.
Trump Accounts represent a structural shift in how we think about financial planning.
As lawmakers begin the second session of the 119th Congress, committees are working through a significant backlog.
What you need to know about mandatory Roth catch-up contributions.
A retention bonus plan can reward top performers while building a loyal workforce.
Protectors Vegas Arrives Nov 9th - 11th
1,000+ attendees. 150+ speakers. Join the largest event in life & annuities this November.
Unlock the Future of Index-Linked Solutions
Join industry leaders shaping next-gen index strategies, distribution, and innovation.
An FIA Cap That Stays Locked
CapLock™ from Oceanview locks the cap at issue for 5 or 7 years. No resets. Just clarity.
Aim higher with Ascend annuities
Fixed, fixed-indexed, registered index-linked and advisory annuities to help you go above and beyond
