Clients Like High Annuity Rates
By Allison BellJason Long, Blueprint's head of sales and operations, breaks down the shopping behavior that issuers love to hate.
October 01, 2026
FPA Launches Revamped PlannerSearchMarketing tech firm Snappy Kraken and financial software developer The Smyth Group led the redesign of the service.
September 28, 2026
3 Common Mistakes in High-Net-Worth Annuity PlanningOne has to do with focusing too much on the client's own income.
September 21, 2026
Anti-Financial-Scam Bill Has Chance to Become LawThe bill would provide training for law enforcement agencies and new streams of data.
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 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.
August 20, 2026
7 Reasons to Ask Everyone to Become a ClientEven if they are out of range now, their situation could change.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.