November-December 2025

It’s certainly been a year of drama - some expected and some plot twists. From volatile markets, sunsetting tax laws that ultimately didn’t, the cresting of Peak 65, and rising cybersecurity risks, to the still-to-be-revealed impacts of OBBBA, changes to ACA, and the Secure Act, the stage is set for a suspenseful end to 2025. Continue reading...

Continue reading...

It is that time of year - the critical junction of now and the future. It’s a time for ensuring you finish strong by hitting your revenue targets, while looking ahead to create a strategic plan for 2026 that can take you to the next level. Fun, right? Continue reading...

For the technology companies on the front lines of artificial intelligence (AI), this is an “arms” race. But in the life and annuities space, while many carriers are experimenting with AI, few have scaled it in a meaningful way. But the key question is, how can AI help your business? Continue reading...

As 2026 approaches, insurance brokers face one of the fastest-moving competitive landscapes the industry has ever seen. Technology is reshaping the game. Clients have endless options at their fingertips, and your competition is no longer just local. But one truth hasn’t changed: Sales is and always will be about people. Continue reading...

Baby Boomers (ages 61-79) should be preparing to pass down their inheritance, while Generation X (ages 45-60), Millennials (ages 29-44) and Generation Z (ages 18-28) need to prepare to manage those funds. But are the younger generations truly aware of what they should expect? Continue reading...

When you know even better than your clients what they need to grow and exceed objectives, you can become a trusted partner, someone they’ll view as an integral part of their success. Achieving that status starts with designing a marketing strategy that addresses your clients’ goals and challenges, and that begins with identifying your ideal customer profiles (ICPs). Continue reading...

Financial advisors don’t struggle to close clients because they lack intelligence or credentials. They often fail because they underestimate the importance of people skills, proper discovery, and persuasion. Selling is not separate from advising; it’s what allows advising to happen. Continue reading...

This final installment explores the technological advancements and innovative product and distribution strategies within the Financial Security 2030 research paper that was presented in panel discussions at the 2025 Medicarians conference. Continue reading…

Investing in your own education and professional standing isn’t optional; it’s essential to survival. It helps strengthen your practice, protects your clients, and enables you to establish and prove your role as a trusted, ethical professional in an ever-changing industry. Here are practical ways to boost your standing with peers, clients, and prospects in 2026. Continue reading…

In today’s fast-moving financial services landscape, nearly every institution promotes its financial planning capabilities. Yet, in the pursuit of comprehensive planning, one critical element is often overlooked and treated as an afterthought: protection planning. Continue reading…