Articles about Financial Planning in Insurance
Big shifts in regulations, product design, and taxes are set to reshape the annuity world in 2026. This is your guide to understanding what's coming and how to prepare so you can lead your clients with confidence.
The Department of Labor's EBSA has seen a 20% staff cut, forcing a major shift in priorities. Let's break down what this means for the future of the fiduciary rule and ESG investing.
A 50-year mortgage could lower your monthly payments, but the hidden costs are staggering. Let's break down whether this long-term loan is a smart move or a financial trap for homebuyers.
Ever wonder what's next for retirement income? We're taking a look at the annuity trends set to shape 2026, from innovative products that offer market protection to the tech that's finally simplifying the process.
Don't wait for the holiday chaos to review your insurance. Starting your year-end check-up in the fall gives you the clarity and time to make smart decisions that truly protect your family and finances for the year ahead.
A recent death on a Carnival cruise ship is a tragic reminder that the unthinkable can happen anywhere. Let's talk about what this means for your travel and life insurance, and how to make sure your family is protected.
Thinking about what's next for the insurance agency you've poured your heart into? Selling is a huge, emotional step. Here's a friendly guide to help you start planning your succession today.
The tragic death of a NYC firefighter is a heartbreaking reminder of the risks first responders face. But beyond the headlines, there's a critical story about the financial safety nets that protect their families.
A new report reveals a shocking gap: employees trust their retirement plan advisors, but their actual engagement is less than half that. Let's talk about why this is happening and what we, as insurers and advisors, can do about it.
Big news in the insurance world: Brighthouse Financial has agreed to a massive $4.1 billion buyout from Aquarian Capital. We're breaking down what this deal means, who the players are, and how it could impact policyholders and the retirement market.
Big news in the annuity world: Aquarian Capital is acquiring Brighthouse Financial for a cool $4.1 billion. Let's break down why this deal is more than just a headline and what it signals for the future of retirement products.
A Charitable Gift Annuity can be a game-changer for clients seeking security and a meaningful legacy. Learn how to spot the perfect moment to introduce this powerful tool and frame the conversation in a way that truly connects.