Right Now in the Industry


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.

Talk About Disability Insurance Now

Virgil Miller, a top Aflac executive, says later is too late: A quarter of 20-year-olds will face a disability by 67.

Gen X Consumers Might Be Good Annuity Prospects

Consumers born from 1964 through 1980 like the idea of retirement savings principal protection.

Genworth Hopes to Return to Long-Term Care Market Next Year

CEO Tom McInerney says that the company is much stronger now, and that it would team up with other, highly rated companies.

5 Ways to Use Social Security's New Statements to Help Your Clients

A new graphic illustrates the effects of claiming at nine different ages.

Claiming Social Security: Too Many Think It's 'as Simple as Flipping a Switch'

Half of respondents with a financial professional said they didn't discuss Social Security, and two thirds said they'd...

5 FIA Myths Busted

An Athene executive has ideas about how to handle potential conversation stoppers.

Roth IRA vs. Roth 401(k): Which Is Best for Your Clients?

In some cases, both types of Roth accounts can be used together to help accomplish your client's goals.

How Financial Advisors Are Becoming Financial Caregivers

Some aging clients need more hands-on support.

Advisors Embrace Financial Education for Students

Two-thirds of advisors said they expect financial education to be part of their future business model.

When the Prospect Says: 'I'm Thinking of Using a Financial Planner'

This objection can mean many things, including that they don't know advisors can also be planners.

New Blood Test Detects More Than 50 Types of Cancer

For $949, consumers may get information about their health that insurers don't have.

10 Simple Phrases That Wow Any New Client

Here's how to reassure new clients and interested prospects that they're picking the right advisor.

10 Tax Facts to Know About Marriage and Blended Families

How marriage, remarriage and divorce can affect your clients' tax, retirement and estate planning.

Semiprivate Nursing Home Room Cost Rises 9.2%

Inflation could pop up here, too.

When Term Life Policyholders Leave the Level-Premium Bubble

Consumers who face a huge premium increase turn out to be good at judging their health.

Help Employees Understand the Value of Disability Insurance

Every month should be Disability Insurance Awareness Month.

Disability Insurance Can Make Life Possible In Uncertain Times

The author knows that, because he's lived that.