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.
Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.
Indexed products are leading the way in the life insurance and annuity space. But critics continue to complain about misleading illustrations and complex products. Where do we go from here?
Some agents and financial planners swear by indexed universal life as a versatile product that addresses many issues. Others say it’s a devil in disguise.
Those who work in the life settlement market say it’s a legitimate strategy for many people. However, a new round of stranger-originated life insurance lawsuits is a reminder of the ties between STOLI and life settlements.
The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.
Bryan Adams’ path took him from funeral homes and folding shirts to heading an industry juggernaut, Integrity Marketing Group.
National Life Group’s chairman, CEO and president Mehran Assadi made the journey from “geek” to the top of the company, creating what he calls a successful “175-year-old startup” along the way.
Previously a collection of relatively anonymous brands, TruStage — now unified under its new branding and helmed by a new CEO — is working to build its share of the middle market as it builds on a loyal base of credit union members.
Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.
Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.
Stacy Lang Kahan and her daughters are building upon the tradition passed down by her father.
Alex Chan helps his clients plan and protect multiple generations of their families.
Millions of American workers enjoy secure pension funds today thanks to this regulation, which oversees private retirement plans.
A Supreme Court ruling will make it easier to challenge administrative rules and will have implications for health and property/casualty insurers.
The industry must do a better job of preparing consumers for the nonfinancial aspects of retirement.
How one advisor teaches clients to approach retirement with optimism and joy instead of fear and dread.
Life insurance must shake off its reputation as death insurance.
How life insurance can be an alternative to grandfathering the large federal estate and gift tax exemptions.
Generation Z has the greatest coverage gap. How can advisors help bridge this disconnect?
Help high net worth clients use life insurance for tax mitigation.
The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.
Interest rates, market volatility and a growing demographic are fueling higher demand for annuities.
Middle-income Americans recognize they need products to help them navigate longevity and market risks in retirement.
Fixed indexed annuities may be confusing to clients, but advisors can guide clients to making the right choice for their needs and goals.
Individual coverage health reimbursement arrangements represent a sliver of the group health market, but that segment is poised for growth.
Clients are concerned about out-of-pocket costs and networks as advisors gear up for a new enrollment season.
Factors to consider in determining whether a benefits program meets the needs of employees.
The insurance sector must foster innovation that will ignite behavioral and buying changes in long-term care solutions.
Find the right tools to better evaluate the client experience.
Technology enables advisors to take on new roles as they provide information to clients.
The three important words that transform salespeople into sales powerhouses.
Unleashing your creative strength will lead to stronger presentations.
The need for guaranteed lifetime income is fueling interest in annuity sales.
In-plan investment options should be something advisors bring to the table for consideration in retirement plans’ investment lineups.
Providing advice on taxes can open new doors for advisors.
Life insurance can serve as a valuable part of a retirement plan, beyond paying a death benefit.
How to consider alternative options for clients with adverse health conditions.
Financial professionals and their professional associations are turning their attention to the courts as the legal system scrutinizes actions of federal agencies.
Couples can vary drastically in their approach to money. Financial professionals can coach them to a plan that works for them.
Some steps everyone can take to encourage women to pursue careers in the industry and thrive in them.
Thoughts on building a new future by looking ahead.
Five core tax priorities for 2025 to help more Americans achieve financial security.
An exclusive benefit for a select group of key employees could discourage them from jumping ship.
What two prohibited transaction exemptions will mean to advisors and clients.
9% Bonus on SILAC Teton Bonus® 5 Elevation Plus™
One of the only 5-year FIAs offered in the industry that includes a premium bonus! Learn more today!
9% Bonus on SILAC Teton Bonus® 5 Elevation Plus™
One of the only 5-year FIAs offered in the industry that includes a premium bonus! Learn more today!
Slow Me the Money
Slow down RMDs … and RMD taxes … with a QLAC. Ask us how.
Expand Your Network at ICMG 2025
Make the connections that matter. Register now for the ultimate networking event!
