November-December 2026
Featured Articles
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FICO found that 88% of customers consider the experience they get just as important as the products offered. The feeling of being more than a transaction not only makes the client feel special, but also makes the one who remembered stand out. Continue reading…
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Years ago, conversations in the high-net-worth foreign national marketplace often centered on complicated structures and financial privacy. Today, they focus more heavily on compliance and long-term planning. Continue reading...
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Families often pay from their largest liquid asset: a retirement account. That makes it a professional problem for the advisor who manages that balance. Continue reading…
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Generation Z is entering its adult era. Over the next five to 10 years, more Zoomers will achieve the classic life insurance milestones such as marriage, parenthood, and homeownership. This represents a significant opportunity for financial professionals to begin building relationships with this generation now. Continue reading…
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Medicare Supplement (or Medigap) coverage appeals to consumers who value simplicity, predictable costs, and the freedom to seek care without many of the restrictions that come with other types of Medicare coverage. But a growing numbers of states are changing the rules around when consumers can switch Medigap coverage, and those changes are creating both opportunity and concern. Continue reading...
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Annuity sales have topped $100 billion for eleven straight quarters, hitting $121.2 billion in Q2 2026. The next phase of growth isn’t about convincing clients that annuities belong in the plan - its about making sure the process of getting them there doesn’t slow you down. Continue reading...
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A properly drafted buy-sell agreement, often called a “will for the business” establishes how ownership will transfer and at what value. But the Supreme Court’s decision in Connelly v. United States puts a new spotlight on these agreements, making it a good time to encourage business-owner clients to revisit existing arrangements to ensure they still work as intended. Continue reading...
