Right Now in the Industry


5 Secrets to Unlocking Profitable Facebook Ads for Financial Advisors

Facebook, obsolete? Not for life and annuity prospects.

10 Things Advisors Need to Know About Assisted Living Facilities

Spending thousands of dollars a month is no guarantee that an establishment will meet clients' expectations.

How to Explain Annuity Basics

When you use the A word and clients look confused, get simple.

The 4 Questions That Reveal What Clients Really Want

Most people "aren't goals-driven in the traditional sense."

When a Long-Term Care Insurance Insider Is the Caregiver

The author is seeing firsthand how preparing for the unthinkable helps.

Does It Make Sense to Self-Fund Long-Term Care Expenses?

A related question: Does it make sense for clients to commit to paying extra taxes?

The Silent Discussion About Long-Term Care

Portfolio strategy may be more fun, but clients need to think about this, too.

12 Ways Long-Term Care Risk Eats Your AUM

Long-term care risk is like a demon that wants to hurt you, and your clients.

Why the 2050 Annuity Market Looks Beautiful

For providers of annuities and other products designed to protect principal, bad news can be good news.

10 Insurance Sales Success Strategies

There are all sorts of new tricks, and then there are the techniques that work.

John Hancock to Sell Long-Term Care Hybrid Through Worksites

Golf legend Jack Nicklaus will give the launch extra lift.

Why Corebridge Embraces Term Life

Tim Heslin, the life unit president, believes a great opportunity is still there.

Annuity Riders, Explained

It's important to weigh the cost of an annuity rider against the potential benefits.

How Do Annuity Death Benefits Work?

What happens to annuity payments after the contract holder dies can vary.

8 Ways Advisors Can Support Special-Needs Planning

Getting a robust financial plan in place can provide significant emotional relief to parents and families.

8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and Probate

Advisors who help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.

10 New Stats on How Cash Comes Out of Indexed Annuities

Here's an area where people like you make an obvious difference, LIMRA's Marianne Purushotham says.

6 New IRS Guidelines Advisors Should Know

Digital assets, RMDs, and HSAs are just a few of the topics addressed so far this year.

Harnessing Fixed Annuities

An annuity specialist maps out a strategy for newcomers.

3 Things to Know About a Coming Estate Tax Trap

John Hancock's advanced markets head says life insurance could help.

The Science of Listening, for Advisors

Your clients are the experts on themselves.