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  • Practice Challenges
    Practice Challenges

    What are top state-level issues impacting advisors today?

    by Melissa Bova

    As you follow the news, you know that 2024 is a pivotal year with a Presidential election and Congressional control at stake in November. However, federal issues aren't the only focus. Legislative and regulatory developments in all 50 states are impacting our profession.  
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  • A Turning Point In Employee Health
    A Turning Point In Employee Health

    How community health and social influences influence workforce well-being, productivity, and cost efficiency

    by Patty Starr and Craig Kurtzweil

    A first-of-its-kind study reveals that community health and non-clinical social barriers have a much more profound impact on workforce health than previously recognized.
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  • Enhancing Lifespan And Financial Security
    Enhancing Lifespan And Financial Security

    Longevity isn’t just about the body…

    by Wm. Scott Page

    As life insurance agents and financial professionals, we know that planning for longevity has never been more crucial. With advancements in healthcare and an increased focus on lifestyle, people live longer, healthier lives.
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  • Serving Up New Benefits Solutions
    Serving Up New Benefits Solutions

    How small businesses can overcome cost, confusion and time constraints

    by Jimmy Reid

    Small business owners know how much top talent can impact their business’s bottom line. The energy and resources spent on employees are direct investments in their business. As small business owners consider how best to support their employees, providing a competitive benefits and retirement package is a way that they can attract top talent and…
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  • A New Shift In The AI Narrative
    A New Shift In The AI Narrative

    Dispelling Myths and Seizing Opportunities

    by Laurent Charpentier

    In the past year, AI has emerged as a transformative force, revolutionizing industries and changing how we live and work. Despite the excitement, skepticism and fear surround the public perception of AI.
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  • Getting Inside Your Client’s Heads
    Getting Inside Your Client’s Heads

    Can science enhance financial decision making… and impact sales?

    by Dr. Geoffrey Vanderpal DBA, CFP®, CLU® & Dr. Randy Brazie MD, SEP®

    In the life and health insurance industry, financial decisions are often influenced by more than just data and numbers; they are significantly affected by human emotions and physiological responses.
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  • A Conversation With Timothy Clark
    A Conversation With Timothy Clark

    The New Equations Of Sponsorship

    by P.E. Kelley

    The number of private employers providing pensions has dropped from 35% to 15%, signaling a generational shift in how we prepare for retirement…and how we pay for it. The equation between employers looking to offer a meaningful vehicle for growing retirement income, and employees who need more of a safety net than ever before, includes…
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  • Welcome To The New Financial Well-Being Movement
    Welcome To The New Financial Well-Being Movement

    Holistic planning is key to achieving financial security

    by Maggie Seidel

    As the home of the top financial security professionals, Finseca’s sole focus is on creating an environment that enables people to protect and enhance financial well-being — for themselves, their families, and their businesses.
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  • The Power Of Practice Analysis Review
    The Power Of Practice Analysis Review

    Many advisors are now turning to accountability coaches

    by: Mary Mock

    When it comes to practice management, how prepared do you feel for the expected – and unexpected? While we are all aware of the potential for increased artificial intelligence (AI) adoption, the expanding need for holistic wealth management, and the opportunities and challenges that may be presented with the next generation of advisors entering the…
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  • Paving The Way For Women In The Financial Security Profession 
    Paving The Way For Women In The Financial Security Profession 

    Realizing change through education, collaboration and recognition

    by Bonnie Godsman 

    The significance of diversity and inclusivity has never been greater, and I am honored to be part of an organization that is leading the charge toward a future that ensures both fairness and success for women in the financial security profession. 
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  • Family Financial Meetings For The Win-Win-Win
    Family Financial Meetings For The Win-Win-Win

    Passing the estate baton

    by Lori Seaton

    Shortly after my mom’s terminal illness diagnosis, my parents’ financial professional (advisor) made the five-hour trek to share a meal with us. I had not previously met him. We talked family, faith, and finances. I cannot stress enough how much that gesture – the time spent, the meal shared, the conversation – meant to my…
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  • Guiding Social Security Conversations With Younger Clients
    Guiding Social Security Conversations With Younger Clients

    It’s not going away, so planning for options is always prudent

    by Marcia Mantell, RMA®

    The 2024 Social Security Trustee’s Report was released on May 6, 2024. But no fanfare, fireworks, or flamboyant headlines as in past years. Why so ho-hum? Because there was no new negative news to report. The Social Security trustees reported the OASI (Old-Age and Survivors Insurance) Trust fund is projected to last until 2033. Same…
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  • Prioritizing Protected Growth
    Prioritizing Protected Growth

    How the growing FIA market is addressing consumers’ top financial concerns

    by Daniel Herr

    It’s no secret that the fixed indexed annuity (FIA) market is booming, with sales expected to reach nearly $100 billion in 2025. This growth is attributed to the fact that FIAs are a perfect fit for the growing number of consumers who want to prioritize protection, but don’t want to sacrifice opportunities for growth.
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