Right Now in the Industry


Google Reviews Are the New Client Referrals: Samantha Russell

The SEC's new ad rule creates more opportunities for advisors to build trust on the search platform, she says.

How to Help Married Couples Maximize Social Security

With two different Social Security benefits available, calculate the optimal time for each spouse to claim.

Business Expense Tax Deductions: 12 Facts to Know

Here's what advisors should know about tax deductions for expenses like travel, meals, education and home offices.

7 Tax, Retirement Planning Issues to Tackle With Clients Before Year-End

Year-end planning is especially crucial this year as a number of potential tax and retirement changes loom.

Social Security Claiming and the Divorced Spouse, Part 2: Remarriage

When it comes to claiming Social Security after remarriage, rumors and myths abound. Let's unpack some of them.

10 New Tax Numbers to Know for 2022

The IRS just released inflation adjustments for more than 60 tax provisions, including estate and gift tax exemptions.

Help People See the Value of Income Insurance

A highly rated carrier can be a great source of comfort in a complicated world.

Genworth Might Resume Long-Term Care Insurance Sales by July

The company would issue new, relatively low-risk LTCI products with help from a reinsurance partner.

Many Now Use Life-LTC Hybrids to Pay for Care: Genworth

Care recipients surveyed said their LTCI coverage pays an average of one-third of their care costs.

Long-Term Care Advisors Keep Up the Battle

LTCI issuers are now helping almost 300,000 Americans pay for care.

Individual Disability and Caregiving

It's Long Term Care Awareness Month. Disability insurance can help with that

14 Annuity Tax Facts to Know

So, what do you actually know about commercial annuity benefits and, for example, withholding?

Long-Term Care Planning: What Advisors Should Know

Physician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.

Fine Wine and Life Insurance

Here's a column you can savor.

The 6 Forgotten Middle-Class Tax Breaks of Life Insurance

The ultimate reward policyholders get for protecting themselves against risk may be wealth.

Coming of Age in the World of Life Insurance

The oldest millennials are in their early 40s.

Get to the Point-to-Point

Here's what an often-mentioned annuity contract feature really does.

An Agent's Case for Term Life

The past 20 months have been a harsh teacher.

6 Planning Points to Help Clients Live Long and Prosper

A longevity specialist talks about why she thinks people will still live longer, in spite of COVID-19.

5 Ways Kindness Can Boost Sales

Some take a dog-eat-dog approach. You could give the dog a biscuit.

10 Tax Changes Advisors Need to Know in House Democrats' Plan

Although the plan faces congressional hurdles, advisors and clients should start making crucial decisions now.

How One Simple Tactic Can Help You Connect

An executive looks at a skill that's easier to name than to apply.

This Life Insurance Awareness Month Is Different

Ida, COVID-19 and the 20th anniversary of the Sept. 11 attacks are all showing why personal protection insurance matters.

10 Life Insurance Tax Facts to Know

Life insurance payouts and dividends can come with complex tax rules that financial planners should be aware of.

10 Long-Term Care Insurance Tax Facts to Know

Here's what financial planners should know about the tax implications of long- and short-term care insurance.

12 Phrases That Alienate Clients (and 12 to Use Instead)

Saying the wrong thing in critical situations can create distance, while the right response can build your relationship.