2026 Annuity Outlook: Safety First
By Allison BellA Global Atlantic executive talks about product trends.
December 26, 2025
2026 Conversation Starter: Contingent Deferred AnnuitiesClients could use CDAs to cover assets that are still in their own advisors' care.
December 24, 2025
Medicare and Working Past 65 in 2026Knowing how everything fits together can save clients from costly mistakes.
December 24, 2025
Tax Court Ruling Involves MassMutual Whole Life Policy LoansThe policy owners received one amount. The Form 1099-R showed another amount.
December 24, 2025
Millionaire Tax Plan Marks Growing Interest in Wealth LeviesDemocrats in Washington state and beyond are exploring more taxes to address the country's widening wealth gap.
December 23, 2025
Many Americans Aren’t Looking Forward to a Happy New Year: SurveyNearly half are more stressed heading into 2026 than they were 12 months ago, Allianz Life finds.
December 23, 2025
FAQ: How to Plan for Inherited IRAsThe accounts have undergone significant changes in recent years in large part due to the Secure Act.
December 23, 2025
10 Ways to Help Clients Through Rough MarketsWhen the stock market is volatile, clients want guidance.