What Colorado's New Data Regulations Could Mean for Insurers, Agents
By Allison BellA Faegre Drinker partner emphasizes that the regs will affect more than AI.
September 18, 2023
Annuity Constraints Can Be the Client's FriendMike Reidy, Security Benefit's distribution leader, says fit matters more than glitz.
September 05, 2023
NAIFA Chief Hopes for Closer Investment Firm TiesKevin Mayeux sees life insurance and retirement planning as a natural combination.
August 31, 2023
Higher Rates Are Helping Some Clients Get More Quick CashThe strategy involves homes, according to Steve Resch, a reverse mortgage specialist.
August 29, 2023
TIAA Exec: Put Deferred Fixed Annuities in 401(k) PlansPhil Maffei says annuity stability can let a client be more aggressive with other plan assets.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
August 18, 2023
Some Annuities Offer Big LTC Benefits BoostsThe products might be wrong for the bold but right for the fearful, True Tamplin says.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.