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The One Big Beautiful Bill Act makes major temporary tax cuts from 2017 permanent for high earners and businesses, reshaping the relationship between federal taxation and high earners.
The Social Security program faces crucial issues including a projected trust fund shortfall by 2033, an aging population that’s reducing the worker-to-beneficiary ratio and ongoing political gridlock.
If insurers can get out of their own way, a reactive industry can transform into a proactive partner.
Indexed life insurance and annuities are some of the best-selling products on the market. That isn’t likely to change, despite some headwinds in the forecast.
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.
Annuity sales are skyrocketing, and Mike Downing is on the front lines of those record-busting sales. Downing is co-president of Athene USA and chief operating officer of Athene Holding. He is responsible for the day-to-day operations and is an advocate for unlocking the demand for annuities by improving the customer experience.
When carriers want feedback on a new product, they turn to Sheryl Moore, CEO of Wink Inc. Moore is obsessed with everything concerning indexed life and annuity products and believes agents and advisors should think in simpler terms about these life-changing products.
MassMutual’s Paul LaPiana on blending career and independent channels while staying true to core offerings.
Preston Cherry specializes in helping members of Generation X live their best financial lives while he teaches the next generation of professionals.
Clare Dubé coaches people in resolving their financial conflicts while teaching financial self-care to those in the helping professions.
Alyson Burkett was inspired by a familiar creature to found a practice based on providing advice in a nonthreatening atmosphere.
Jeff Smith and Jennifer Scherer joined forces to educate clients and the public about financial and physical wellness.
Critics allege conflicts of interest make it nearly impossible for state insurance regulators to objectively write rules.
Manulife’s globally recognized leadership in artificial intelligence is set to expand under the guidance of Jodie Wallis, the newly appointed global chief AI officer…
Interest rates are (likely) on the move. Any movement in rates has a corresponding impact on both life insurers and policyholders.
Why the FIO continues to face calls for its abolition.
State estate tax bills can threaten the inheritance of a home, family business or other assets.
Life insurance builds security amid consumers’ financial concerns.
Clients and prospects may not know how powerful life insurance products can be.
The executive benefits marketplace is a $42 billion market and one of the fastest-growing segments in the industry.
It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.
Fixed annuities can maximize retirement income while providing lifetime guarantees.
More employers are interested in including annuities in their defined contribution plan, but misunderstandings abound.
How an annuity death benefit rider can strengthen legacy planning.
States are taking the lead in addressing long-term care needs while federal support lags.
How to help clients prepare for the financial, emotional and logistical realities of long-term care.
Clients tend to put off planning for their future LTC. Here is how to overcome their reluctance to discuss care needs.
Why protecting clients from the risk of a disability event can save their organizations.
How a multigenerational practice is addressing the issues of succession planning.
Artificial intelligence is not the magic shortcut to effectiveness.
Grow your community and increase your clients’ trust by sharing who you are.
Attitude makes all the difference in attracting people to follow you.
More advisors are putting client investments into annuities, as preretirees seek guaranteed income.
It’s difficult to imagine the demand for registered index-linked annuities fading anytime soon.
Ways to build stronger client relationships and raise retention rates in the coming year.
This youngest generation of adults is ready to get serious about life insurance.
Studies show consumers want to work with professionals, while the industry must cultivate the next generation of advisors.
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.
We must be willing to explore adding additional compensation models to increase financial planning’s accessibility and the peace of mind it provides.
Couples can vary drastically in their approach to money. Financial professionals can coach them to a plan that works for them.
The accounts that begin with a $1,000 seed investment could be a game-changer for families.
Three elections that will shape control of the U.S. Senate.
What you need to know about mandatory Roth catch-up contributions.
A retention bonus plan can reward top performers while building a loyal workforce.
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