Anti-Financial-Scam Bill Has Chance to Become Law
By Allison BellThe bill would provide training for law enforcement agencies and new streams of data.
September 18, 2026
Why Some Clients Really Need Their LattesMarketing specialist Katie Thomas explains the gap between how financial professionals think and how clients and prospects actually behave.
September 16, 2026
65% of U.S. Life Policyholders Think Agents Face a Best-Interest StandardMost told a survey team that their agents had explained the policy benefits and costs at least somewhat well.
September 15, 2026
10 Ways Clients Can Connect With Their Future SelvesProjecting what could happen in 10 or 20 years can nudge prospects and clients to take action now.
September 11, 2026
Life Insurers Court AI AgentsThe newest members of the advice team like content that machines can read.
September 09, 2026
The American Dream Is EvolvingThe author makes the case that typical retirement savers now favor protection over growth.
September 09, 2026
The Term Life Cliff Nobody Put on the CalendarWhat people in their 50s really need may look different to people who are 55 than to people who are 35.
September 02, 2026
12 Talking Points for Client ReferralsClients might be happy to talk you up to their friends, but they might not know what to say.